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UiPath
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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 %
AAM
326
Advisors Asset Management
Colorado
$31K -$36.5K -2,203 -54%
MCM
327
Manchester Capital Management
Vermont
$29.6K – – –
TSWM
328
Tyler-Stone Wealth Management
Ohio
$28K +$28K +1,680 New
BFEC
329
Benjamin F. Edwards & Company
Missouri
$25K -$1.88K -111 -7%
AF
330
Allworth Financial
California
$24.6K -$381 -23 -2%
LC
331
Lindbrook Capital
California
$23K -$2.09K -126 -8%
JWM
332
Janiczek Wealth Management
Colorado
$21.3K – – –
HWA
333
HHM Wealth Advisors
Tennessee
$20.1K – – –
GRP
334
Global Retirement Partners
California
$18.8K +$4.14K +250 +28%
BTI
335
Blue Trust Inc
Georgia
$18K -$262K -14,471 -94%
RTC
336
Riverview Trust Company
Washington
$17.7K – – –
AFG
337
Albion Financial Group
Utah
$16.6K – – –
SSB
338
Sandy Spring Bank
Maryland
$15.6K – – –
POIA
339
Pin Oak Investment Advisors
Texas
$15K – – –
CWM
340
CarsonAllaria Wealth Management
Illinois
$14.9K +$2.85K +172 +24%
C
341
Covestor
United Kingdom
$13K -$120 -7 -0.9%
EBA
342
Eagle Bay Advisors
New York
$11.2K – – –
CFG
343
CKW Financial Group
Hawaii
$10K – – –
PLU
344
Performa Ltd (US)
South Carolina
$9.94K -$414 -25 -4%
AWM
345
Avior Wealth Management
Nebraska
$9.94K +$9.94K +600 New
VF
346
VitalStone Financial
Texas
$9K -$6.03K -278 -40%
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$9K +$8.71K +510 +3,000%
BIA
348
Bell Investment Advisors
California
$8.98K -$646 -39 -7%
NFSG
349
Newbridge Financial Services Group
Florida
$8.29K +$8.29K +500 New
VNA
350
Valley National Advisers
Pennsylvania
$8K – – –
12 13
14
15 16