508 hedge funds and large institutions have $7.2B invested in UiPath in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 201 increasing their positions, 143 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+15
Holders Change %
+3.04%
% of All Funds
7.36%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
94
Increased
201
Reduced
143
Closed
73
Calls
$295M
Puts
$269M
Net Calls
+$25.6M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Shares
Change %
EH
301
Equitable Holdings
New York
$436K +$436K +19,216 New
Allspring Global Investments
302
Allspring Global Investments
North Carolina
$435K +$388K +17,120 +820%
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$427K +$44.9K +1,982 +12%
AWM
304
Axxcess Wealth Management
California
$422K -$159K -7,020 -27%
VF
305
Virtu Financial
New York
$416K -$263K -11,613 -39%
SS
306
Sunbelt Securities
Texas
$412K +$407K +17,942 +7,603%
XT
307
XTX Topco
Cayman Islands
$404K +$404K +17,806 New
PCM
308
Princeton Capital Management
New Jersey
$399K +$40.8K +1,801 +11%
IWC
309
Integrated Wealth Concepts
Massachusetts
$393K +$393K +17,350 New
ICP
310
Interchange Capital Partners
Pennsylvania
$387K -$130K -5,672 -25%
CPC
311
Congress Park Capital
New York
$385K -$22.7K -1,000 -6%
MIH
312
Meitav Investment House
Israel
$383K -$2.27K -100 -0.6%
LBWM
313
Left Brain Wealth Management
Illinois
$380K +$4.53K +200 +1%
PWM
314
Prosperity Wealth Management
California
$377K +$23.8K +1,050 +7%
EOJOAM
315
E. Ohman J:or Asset Management
Sweden
$376K
TCM
316
Teza Capital Management
Illinois
$371K -$1.08M -47,770 -74%
DIM
317
DC Investments Management
Virginia
$368K
MFG
318
Merit Financial Group
Georgia
$368K +$368K +18,897 New
BCV
319
Banque Cantonale Vaudoise
Switzerland
$361K
CWM
320
CIBC World Markets
New York
$359K +$114K +5,047 +47%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$356K +$185K +8,152 +108%
MYLI
322
Meiji Yasuda Life Insurance
Japan
$356K -$13.6K -600 -4%
AFG
323
Atomi Financial Group
New York
$355K -$65.6K -2,893 -16%
S
324
SignatureFD
Georgia
$347K -$1.36K -60 -0.4%
HAG
325
HighPoint Advisor Group
Illinois
$341K +$341K +17,234 New