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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 %
CWP
351
Concord Wealth Partners
Virginia
$7.09K +$2.64K +159 +59%
BAMF
352
BI Asset Management Fondsmaeglerselskab
Denmark
$7K +$7K +393 New
BWS
353
Buck Wealth Strategies
Colorado
$6.63K – – –
SI
354
Stephens Inc
Arkansas
$5.49K -$663 -40 -11%
PFBT
355
Parkside Financial Bank & Trust
Missouri
$4.94K +$265 +16 +6%
NA
356
NewEdge Advisors
Louisiana
$4.56K -$41K -2,472 -90%
GWM
357
Geneos Wealth Management
Colorado
$4.36K – – –
GWSG
358
GPS Wealth Strategies Group
Colorado
$3.93K +$3.93K +237 New
Allspring Global Investments
359
Allspring Global Investments
North Carolina
$3.88K – – –
NCM
360
Northwest Capital Management
Oregon
$3.78K +$3.78K +228 New
GWS
361
Glassman Wealth Services
Virginia
$3.75K – – –
IA
362
IFP Advisors
Florida
$3.33K -$36.7K -2,214 -92%
TAM
363
Tucker Asset Management
Colorado
$3.31K +$3.31K +200 New
HFS
364
Hantz Financial Services
Michigan
$3K -$244 -13 -8%
TFGT
365
TS Financial Group (TSFG)
Illinois
$3K +$370 +20 +14%
Loomis, Sayles & Company
366
Loomis, Sayles & Company
Massachusetts
$3K +$3K +204 New
LFG
367
Larson Financial Group
Missouri
$2.9K – – –
BLC
368
Brown, Lisle/Cummings
Rhode Island
$2.49K – – –
CTA
369
Colonial Trust Advisors
South Carolina
$2.49K – – –
KTC
370
Kistler-Tiffany Companies
Pennsylvania
$2.3K – – –
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$2.29K +$1.89K +114 +475%
BAAM
372
Baker Avenue Asset Management
California
$2.25K -$282 -17 -11%
FFA
373
Farther Finance Advisors
California
$2.14K -$36.9K -2,225 -95%
HIIFS
374
Harel Insurance Investments & Financial Services
Israel
$2K +$2K +150 New
NSG
375
Nalls Sherbakoff Group
Tennessee
$1.79K – – –
13 14
15
16 17