334 hedge funds and large institutions have $3.97B invested in UiPath in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 96 increasing their positions, 100 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+34
Holders Change %
+11.33%
% of All Funds
5.39%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
86
Increased
96
Reduced
100
Closed
47
Calls
$36.9M
Puts
$20.4M
Net Calls
+$16.5M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
301
TS Financial Group (TSFG)
Illinois
$2K -$2.13K -151 -52%
HFS
302
Hantz Financial Services
Michigan
$2K -$615 -55 -24%
BLC
303
Brown, Lisle/Cummings
Rhode Island
$1.91K
CTA
304
Colonial Trust Advisors
South Carolina
$1.91K +$1.91K +150 New
KTC
305
Kistler-Tiffany Companies
Pennsylvania
$1.77K
CA
306
CoreCap Advisors
Michigan
$1.51K +$1.51K +119 New
NECFA
307
New England Capital Financial Advisors
Connecticut
$1.42K +$1.42K +100 New
TFS
308
TrustCore Financial Services
Tennessee
$1.27K
PP
309
PFS Partners
New Jersey
$1.27K
BBHC
310
Brown Brothers Harriman & Co
New York
$1.16K
SWA
311
Sutton Wealth Advisors
Florida
$1.09K +$330 +26 +43%
FFA
312
Farther Finance Advisors
California
$1K +$1K +79 New
BSB
313
Bangor Savings Bank
Maine
$1K
Jones Financial Companies
314
Jones Financial Companies
Missouri
$1K +$1K +67 New
SFG
315
Steward Financial Group
Texas
$1K +$1K +95 New
CWA
316
Clearview Wealth Advisors
Oregon
$953
TWC
317
TD Waterhouse Canada
Ontario, Canada
$840 -$122K -7,250 -99%
AWM
318
Accurate Wealth Management
Florida
$701 +$701 +55 New
RA
319
Rise Advisors
New York
$699
TCM
320
Tradewinds Capital Management
Washington
$636
WBC
321
West Branch Capital
Massachusetts
$636
IGWM
322
ICA Group Wealth Management
Colorado
$636 +$636 +50 New
MLA
323
MB, Levis & Associates
Pennsylvania
$636 +$636 +50 New
MPCL
324
My Personal CFO LLC
Washington
$623 +$623 +49 New
FP
325
Financial Perspectives
Minnesota
$610 -$241 -19 -28%