311 hedge funds and large institutions have $5.33B invested in UiPath in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 115 increasing their positions, 61 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+27
Holders Change %
+9.51%
% of All Funds
5.26%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
87
Increased
115
Reduced
61
Closed
55
Calls
$96.5M
Puts
$60.1M
Net Calls
+$36.4M
Net Calls Change
+$68.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BLC
276
Brown, Lisle/Cummings
Rhode Island
$2.73K
OIA
277
Optimum Investment Advisors
Illinois
$2K
AssetMark Inc
278
AssetMark Inc
California
$2K +$165 +9 +9%
TFS
279
TrustCore Financial Services
Tennessee
$2K +$300 +15 +18%
VCM
280
Vigilant Capital Management
Maine
$2K +$2K +88 New
ODG
281
O'Dell Group
Ohio
$2K +$2K +88 New
TC
282
Truvestments Capital
Florida
$2K +$2K +100 New
LF
283
Lee Financial
Texas
$2K +$2K +105 New
BIA
284
Bell Investment Advisors
California
$2K +$2K +114 New
CA
285
CoreCap Advisors
Michigan
$2K +$2K +119 New
PP
286
PFS Partners
New Jersey
$1.82K
FP
287
Financial Perspectives
Minnesota
$1.22K
CMBA
288
C.M. Bidwell & Associates
Hawaii
$1K
TWA
289
TCI Wealth Advisors
Arizona
$1K
TCM
290
Tradewinds Capital Management
Washington
$1K
WBC
291
West Branch Capital
Massachusetts
$1K
PCG
292
Private Capital Group
Connecticut
$1K
RA
293
Rise Advisors
New York
$1K
EWA
294
EverSource Wealth Advisors
Alabama
$1K
HS
295
Horan Securities
United States
$1K +$50 +2 +5%
CWA
296
Clearview Wealth Advisors
Oregon
$1K +$333 +25 +50%
BWL
297
Bogart Wealth LLC
Virginia
$1K +$1K +45 New
BSB
298
Bangor Savings Bank
Maine
$1K +$1K +55 New
PMFA
299
Plante Moran Financial Advisors
Michigan
$1K +$1K +68 New
SFG
300
Steward Financial Group
Texas
$1K +$789 +75 +375%