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 %
HGERS
326
Householder Group Estate & Retirement Specialist
Arizona
$41.4K +$41.4K +2,419 New
SPIA
327
Steward Partners Investment Advisory
New York
$40.5K -$1.71K -100 -4%
BEI
328
Benjamin Edwards Inc
Missouri
$38K +$1.54K +90 +4%
AAM
329
Advisors Asset Management
Colorado
$36.7K +$4.72K +276 +15%
TRCT
330
Tower Research Capital (TRC)
New York
$36.1K -$93.2K -5,445 -72%
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$34.2K +$32.6K +1,905 +2,005%
MCM
332
Manchester Capital Management
Vermont
$30.6K
TSWM
333
Tyler-Stone Wealth Management
Ohio
$29K
LC
334
Lindbrook Capital
California
$28.1K +$4.35K +254 +18%
AF
335
Allworth Financial
California
$27.3K +$1.9K +111 +7%
DGAM
336
Desjardins Global Asset Management
Quebec, Canada
$23.6K +$23.6K +1,380 New
RFA
337
Resurgent Financial Advisors
Georgia
$22.9K +$22.9K +1,336 New
BFEC
338
Benjamin F. Edwards & Company
Missouri
$22K -$3.44K -200 -14%
JWM
339
Janiczek Wealth Management
Colorado
$22K
HWA
340
HHM Wealth Advisors
Tennessee
$20.7K
GRP
341
Global Retirement Partners
California
$20.5K +$1.55K +93 +8%
SI
342
Stephens Inc
Arkansas
$20K +$14.4K +840 +254%
RTC
343
Riverview Trust Company
Washington
$18.3K
OCM
344
Orion Capital Management
California
$17.1K +$17.1K +1,000 New
SSB
345
Sandy Spring Bank
Maryland
$16.2K
VAG
346
VisionPoint Advisory Group
Texas
$15.2K -$916K -53,544 -98%
NFSG
347
Newbridge Financial Services Group
Florida
$14.3K +$5.7K +333 +67%
CWM
348
CarsonAllaria Wealth Management
Illinois
$13.2K -$2.14K -125 -14%
C
349
Covestor
United Kingdom
$13K -$139 -8 -1%
CTA
350
Colonial Trust Advisors
South Carolina
$12.8K +$10.3K +600 +400%