474 hedge funds and large institutions have $4.23B invested in UiPath in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 192 increasing their positions, 146 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-34
Holders Change %
-6.69%
% of All Funds
6.89%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
76
Increased
192
Reduced
146
Closed
100
Calls
$158M
Puts
$123M
Net Calls
+$34.8M
Net Calls Change
+$9.12M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
276
Merit Financial Group
Georgia
$266K +$26.1K +2,056 +11%
GJIA
277
Glass Jacobson Investment Advisors
Maryland
$254K
M&T Bank
278
M&T Bank
New York
$252K -$91.3K -7,195 -27%
ICP
279
Interchange Capital Partners
Pennsylvania
$252K +$37.1K +2,923 +17%
ORAM
280
One River Asset Management
Connecticut
$239K +$239K +18,870 New
Thrivent Financial for Lutherans
281
Thrivent Financial for Lutherans
Minnesota
$239K +$66.1K +5,220 +38%
SA
282
Sanctuary Advisors
Indiana
$238K +$238K +12,233 New
KAS
283
Kestra Advisory Services
Texas
$236K -$167K -13,140 -41%
IP
284
Intellectus Partners
California
$235K -$12.7K -1,000 -5%
EF
285
Empowered Funds
Pennsylvania
$232K +$94.1K +7,420 +68%
BI
286
Bramshill Investments
Florida
$228K +$228K +18,000 New
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$227K +$27.7K +2,185 +14%
SAF
288
Smith Anglin Financial
Texas
$224K -$475K -37,449 -68%
MIH
289
Meitav Investment House
Israel
$214K
EOJOAM
290
E. Ohman J:or Asset Management
Sweden
$210K
BAMF
291
BI Asset Management Fondsmaeglerselskab
Denmark
$208K -$331K -26,111 -61%
ASN
292
Advisory Services Network
Georgia
$206K +$206K +16,268 New
DIM
293
DC Investments Management
Virginia
$206K
AF
294
Advisornet Financial
Minnesota
$204K +$114K +9,000 +127%
LCM
295
Landscape Capital Management
New Jersey
$200K +$200K +15,793 New
AAS
296
Avantax Advisory Services
Texas
$200K -$48.3K -3,813 -19%
NA
297
NewEdge Advisors
Louisiana
$197K -$82.4K -6,501 -29%
LBWM
298
Left Brain Wealth Management
Illinois
$195K -$17.8K -1,400 -8%
AFG
299
Atomi Financial Group
New York
$184K -$14.7K -1,162 -7%
DC
300
Diametric Capital
Massachusetts
$184K +$184K +14,491 New