414 hedge funds and large institutions have $5.75B invested in UiPath in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 139 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
6.6%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
59
Increased
147
Reduced
139
Closed
49
Calls
$132M
Puts
$75.7M
Net Calls
+$56.4M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
VI
301
Vestcor Inc
New Brunswick, Canada
$169K
IAIM
302
International Assets Investment Management
Florida
$165K +$165K +10,140 New
Comerica Bank
303
Comerica Bank
Texas
$155K +$155K +9,083 New
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$151K +$24.7K +1,439 +20%
CTC
305
Central Trust Company
Missouri
$144K +$144K +8,420 New
CSC
306
Caldwell Sutter Capital
California
$144K
CLOS
307
Compagnie Lombard Odier SCmA
Switzerland
$140K
AF
308
Advisornet Financial
Minnesota
$122K +$34.2K +2,000 +39%
Bessemer Group
309
Bessemer Group
New Jersey
$114K -$231K -13,526 -67%
FHA
310
First Horizon Advisors
Tennessee
$114K -$38K -2,221 -25%
OAM
311
Ostrum Asset Management
France
$106K -$736 -43 -0.7%
CA
312
Clearstead Advisors
Ohio
$106K +$42K +2,454 +66%
GFPC
313
Global Financial Private Client
Florida
$98.4K +$18.9K +1,095 +24%
AIG
314
American International Group
New York
$98.3K -$6.69K -391 -6%
Credit Agricole
315
Credit Agricole
France
$97.2K +$97.2K +5,683 New
AA
316
Ancora Advisors
Ohio
$86.6K
BTI
317
Blue Trust Inc
Georgia
$71K +$54.5K +3,277 +329%
CMBA
318
C.M. Bidwell & Associates
Hawaii
$62.6K -$41.7K -2,435 -40%
HI
319
Harbour Investments
Wisconsin
$60.7K +$12.1K +710 +25%
QC
320
Quent Capital
New York
$55.7K
QCG
321
Quadrant Capital Group
Ohio
$51.6K -$479 -28 -0.9%
EWA
322
EverSource Wealth Advisors
Alabama
$46.9K -$1.04K -61 -2%
QL
323
Quarry LP
New York
$46.1K +$46.1K +2,695 New
AAP
324
Arax Advisory Partners
Colorado
$45.9K -$40.6K -2,375 -47%
UM
325
UniSuper Management
Australia
$44.5K