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Overview Fund Activity

407 hedge funds and large institutions have $5.58B invested in UiPath in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 142 increasing their positions, 90 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+52
Holders Change %
+14.65%
% of All Funds
6.42%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
122
Increased
142
Reduced
90
Closed
68
Calls
$100M
Puts
$64.8M
Net Calls
+$35.6M
Net Calls Change
-$37.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$387M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$581M
3
SM
3
Senvest Management
New York
$99.9M
4
AIM
4
ARK Investment Management
Florida
$800M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$261M

Top Sellers

1
Holocene Advisors
1
Holocene Advisors
New York
$0
2
AGFIA
2
Accel Growth Fund IV Associates
California
$123M
3
Millennium Management
3
Millennium Management
New York
$33.5M
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$212M
5
Citadel Advisors
5
Citadel Advisors
Florida
$352K
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
301
Tower Research Capital (TRC)
New York
$125K -$863K -52,100 -87%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$122K +$38.8K +2,340 +47%
OAM
303
Ostrum Asset Management
France
$104K +$104K +6,249 New
AIG
304
American International Group
New York
$102K +$36.1K +2,176 +55%
CMBA
305
C.M. Bidwell & Associates
Hawaii
$101K +$97.6K +5,891 +2,916%
CP
306
Castleview Partners
Texas
$98K +$98K +5,912 New
SOW
307
State of Wyoming
Wyoming
$93.4K +$69.6K +4,200 +292%
AF
308
Advisornet Financial
Minnesota
$84.7K +$33.3K +2,010 +65%
GIBU
309
Gulf International Bank (UK)
United Kingdom
$84K +$84K +5,100 New
AA
310
Ancora Advisors
Ohio
$83.8K +$82.2K +4,960 +4,960%
AAP
311
Arax Advisory Partners
Colorado
$83.8K +$4.44K +268 +6%
SWM
312
Spire Wealth Management
Virginia
$82.9K +$79.5K +4,800 +2,400%
GFPC
313
Global Financial Private Client
Florida
$78K +$78K +4,610 New
Bank Julius Baer & Co
314
Bank Julius Baer & Co
Switzerland
$76K -$238K -14,268 -76%
CA
315
Clearstead Advisors
Ohio
$61.5K – – –
QC
316
Quent Capital
New York
$53.9K – – –
QCG
317
Quadrant Capital Group
Ohio
$50.4K +$50 +3 +0.1%
HI
318
Harbour Investments
Wisconsin
$47.1K +$35.5K +2,140 +306%
EWA
319
EverSource Wealth Advisors
Alabama
$46.4K -$12.5K -753 -21%
UM
320
UniSuper Management
Australia
$43.1K +$43.1K +2,600 New
OP
321
ORG Partners
Indiana
$41.9K +$41.9K +2,501 New
SPIA
322
Steward Partners Investment Advisory
New York
$40.9K +$30.4K +1,837 +292%
BEI
323
Benjamin Edwards Inc
Missouri
$35K +$5.33K +324 +18%
BCV
324
Banque Cantonale Vaudoise
Switzerland
$33K – – –
SIS
325
Strategic Investment Solutions
Illinois
$32.2K -$17.9K -1,000 -36%
11 12
13
14 15