493 hedge funds and large institutions have $8.57B invested in UiPath in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 181 increasing their positions, 131 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
+79
Holders Change %
+19.08%
% of All Funds
7.23%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
128
Increased
181
Reduced
131
Closed
43
Calls
$240M
Puts
$171M
Net Calls
+$68.5M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
301
NinePointTwo Capital
California
$400K
BCV
302
Banque Cantonale Vaudoise
Switzerland
$397K +$382K +15,370 +2,618%
PCM
303
Princeton Capital Management
New Jersey
$392K -$14.6K -589 -4%
PWM
304
Prosperity Wealth Management
California
$388K +$31.1K +1,250 +9%
BL
305
Balentine LLC
Georgia
$386K +$22.1K +889 +6%
S
306
SignatureFD
Georgia
$382K -$13K -523 -3%
NA
307
NewEdge Advisors
Louisiana
$374K +$360K +15,124 +2,500%
JWM
308
JFG Wealth Management
Colorado
$373K +$373K +15,000 New
AP
309
Adero Partners
California
$369K -$346K -13,947 -48%
SW
310
SteelPeak Wealth
California
$359K -$25.3K -1,018 -7%
PWA
311
Phoenix Wealth Advisors
North Carolina
$356K -$7.97K -335 -2%
IIM
312
INTECH Investment Management
Florida
$356K +$10.6K +426 +3%
CP
313
CenterBook Partners
Connecticut
$354K +$354K +14,238 New
WT
314
Whittier Trust
California
$344K -$820 -33 -0.2%
WL
315
WIT LLC
District of Columbia
$338K -$699K -29 -67%
AAM
316
Azzad Asset Management
Virginia
$329K +$1.39K +56 +0.4%
MML Investors Services
317
MML Investors Services
Massachusetts
$328K +$8.84K +356 +3%
Acadian Asset Management
318
Acadian Asset Management
Massachusetts
$328K +$38.1K +1,537 +13%
SS
319
Simplicity Solutions
Minnesota
$315K +$14.9K +598 +5%
BFG
320
Bleakley Financial Group
New Jersey
$315K +$14.9K +598 +5%
AAS
321
Avantax Advisory Services
Texas
$305K +$20.1K +811 +7%
ALAM
322
Asahi Life Asset Management
Japan
$303K +$303K +12,200 New
DPAM
323
Degroof Petercam Asset Management
Belgium
$298K +$298K +12,000 New
CL
324
COWA LLC
Oklahoma
$298K +$298K +12,000 New
PAM
325
Panagora Asset Management
Massachusetts
$291K +$291K +11,716 New