355 hedge funds and large institutions have $5.56B invested in UiPath in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 134 increasing their positions, 94 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+21
Holders Change %
+6.29%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.37%
New
69
Increased
134
Reduced
94
Closed
40
Calls
$109M
Puts
$36.3M
Net Calls
+$73M
Net Calls Change
+$56.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
301
Global Retirement Partners
California
$11.2K +$5.41K +427 +93%
SPIA
302
Steward Partners Investment Advisory
New York
$11.1K +$878 +50 +9%
CFG
303
CKW Financial Group
Hawaii
$11K
PLU
304
Performa Ltd (US)
South Carolina
$11K -$7.46K -425 -40%
BIA
305
Bell Investment Advisors
California
$10.2K -$2.11K -120 -17%
BWS
306
Buck Wealth Strategies
Colorado
$7.02K +$7.02K +400 New
VNA
307
Valley National Advisers
Pennsylvania
$7K
SI
308
Stephens Inc
Arkansas
$6.52K +$2.21K +126 +51%
OIA
309
Optimum Investment Advisors
Illinois
$5.27K +$5.27K +300 New
PFBT
310
Parkside Financial Bank & Trust
Missouri
$4.95K +$1.35K +77 +38%
CWP
311
Concord Wealth Partners
Virginia
$4.72K -$46.4K -2,640 -91%
GWM
312
Geneos Wealth Management
Colorado
$4.62K -$50K -2,850 -92%
Allspring Global Investments
313
Allspring Global Investments
North Carolina
$4.11K
FRA
314
Front Row Advisors
California
$4K
GWS
315
Glassman Wealth Services
Virginia
$3.97K +$176 +10 +5%
AAS
316
Ameritas Advisory Services
Nebraska
$3.79K +$3.79K +235 New
TWA
317
TCI Wealth Advisors
Arizona
$3.65K +$53 +3 +1%
CMBA
318
C.M. Bidwell & Associates
Hawaii
$3.55K
SWM
319
Spire Wealth Management
Virginia
$3.51K +$3.51K +200 New
LFG
320
Larson Financial Group
Missouri
$3.07K
HFS
321
Hantz Financial Services
Michigan
$3K -$104 -6 -3%
BAM
322
Belpointe Asset Management
Nevada
$2.74K -$35.2K -2,006 -93%
BAAM
323
Baker Avenue Asset Management
California
$2.69K -$527 -30 -16%
BLC
324
Brown, Lisle/Cummings
Rhode Island
$2.63K
CTA
325
Colonial Trust Advisors
South Carolina
$2.63K