508 hedge funds and large institutions have $7.2B invested in UiPath in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 201 increasing their positions, 143 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+15
Holders Change %
+3.04%
% of All Funds
7.36%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
94
Increased
201
Reduced
143
Closed
73
Calls
$295M
Puts
$269M
Net Calls
+$25.6M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CL
276
COWA LLC
Oklahoma
$534K +$262K +11,564 +96%
IFPG
277
Intrepid Financial Planning Group
Indiana
$524K +$524K +23,125 New
ACS
278
Archford Capital Strategies
Illinois
$522K -$2.47K -109 -0.5%
SPWM
279
Straight Path Wealth Management
Michigan
$522K +$522K +23,020 New
UB
280
UMB Bank
Missouri
$521K
TCM
281
Traynor Capital Management
Pennsylvania
$516K +$516K +22,758 New
SW
282
SteelPeak Wealth
California
$512K +$185K +8,149 +56%
NA
283
NewEdge Advisors
Louisiana
$500K +$143K +6,313 +40%
FRM
284
Fox Run Management
Connecticut
$495K +$495K +21,842 New
TSS
285
Two Sigma Securities
New York
$490K +$490K +21,630 New
BA
286
Bridgewater Associates
Connecticut
$472K +$472K +20,839 New
SPC
287
Sigma Planning Corp
Michigan
$464K -$273K -12,061 -37%
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$464K +$30.5K +1,345 +7%
TC
289
TwinBeech Capital
New York
$463K -$18M -795,045 -97%
Nomura Holdings
290
Nomura Holdings
Japan
$459K +$459K +20,251 New
CIA
291
Concurrent Investment Advisors
Florida
$455K -$9.36K -413 -2%
Assenagon Asset Management
292
Assenagon Asset Management
Luxembourg
$454K -$28.5K -1,255 -6%
GJIA
293
Glass Jacobson Investment Advisors
Maryland
$453K -$514K -22,695 -53%
CM
294
Capula Management
Cayman Islands
$451K +$451K +19,907 New
CA
295
Cetera Advisors
Colorado
$447K +$216K +9,522 +93%
APG Asset Management
296
APG Asset Management
Netherlands
$445K +$178K +8,500 +67%
AAS
297
Avantax Advisory Services
Texas
$444K +$165K +7,297 +59%
IP
298
Intellectus Partners
California
$443K -$3.63K -160 -0.8%
MIM
299
MetLife Investment Management
New Jersey
$442K +$1.34K +59 +0.3%
Neuberger Berman Group
300
Neuberger Berman Group
New York
$439K -$17.7K -779 -4%