474 hedge funds and large institutions have $4.23B invested in UiPath in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 192 increasing their positions, 146 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-34
Holders Change %
-6.69%
% of All Funds
6.89%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
76
Increased
192
Reduced
146
Closed
100
Calls
$158M
Puts
$123M
Net Calls
+$34.8M
Net Calls Change
+$9.12M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
326
Gladstone Institutional Advisory
Florida
$129K +$129K +10,179 New
Macquarie Group
327
Macquarie Group
Australia
$129K
AWS
328
Atria Wealth Solutions
New York
$127K +$127K +10,052 New
KOC
329
Koss-Olinger Consulting
Florida
$127K +$127K +10,000 New
S
330
SignatureFD
Georgia
$127K -$67.2K -5,302 -35%
CPC
331
Congress Park Capital
New York
$127K -$88.8K -7,000 -41%
GWM
332
GSB Wealth Management
Connecticut
$127K +$127K +10,000 New
CL
333
CSS LLC
Illinois
$127K +$127K +10,000 New
A
334
AlphaQuest
New York
$125K -$257K -20,296 -67%
HI
335
Harbour Investments
Wisconsin
$123K +$13.3K +1,052 +12%
C
336
Covestor
United Kingdom
$100K +$92.9K +7,337 +1,301%
PNC Financial Services Group
337
PNC Financial Services Group
Pennsylvania
$99.9K -$160K -12,603 -62%
WBC
338
Westpac Banking Corp
Australia
$98.9K +$70.6K +5,571 +250%
IAIM
339
International Assets Investment Management
Florida
$95.9K +$95.9K +7,565 New
CF
340
Corebridge Financial
Texas
$89.6K +$89.6K +7,068 New
FFA
341
Farther Finance Advisors
California
$77.4K +$15.3K +1,184 +25%
RIM
342
Rakuten Investment Management
Japan
$76.4K +$33.9K +2,675 +80%
VSQM
343
V-Square Quantitative Management
Illinois
$75.2K +$75.2K +5,929 New
AF
344
Allworth Financial
California
$75.1K +$38.6K +3,205 +106%
CSC
345
Caldwell Sutter Capital
California
$74.8K
VI
346
Vestcor Inc
New Brunswick, Canada
$73K
CA
347
Clearstead Advisors
Ohio
$73K +$20.3K +1,600 +39%
AA
348
Ancora Advisors
Ohio
$65.3K +$127 +10 +0.2%
VAMG
349
Voisard Asset Management Group
Michigan
$63.4K +$63.4K +5,000 New
PIM
350
Plato Investment Management
Australia
$60.4K -$447K -35,218 -88%