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 %
EBA
351
Eagle Bay Advisors
New York
$11.6K
CFG
352
CKW Financial Group
Hawaii
$11K
FIM
353
FWL Investment Management
Texas
$10.5K -$2.16M -126,197 -100%
NA
354
NewEdge Advisors
Louisiana
$10.4K +$5.65K +330 +120%
PLU
355
Performa Ltd (US)
South Carolina
$10.3K
BCV
356
Banque Cantonale Vaudoise
Switzerland
$10K -$24.4K -1,431 -71%
CI Investments Inc
357
CI Investments Inc
Ontario, Canada
$10K +$1.16K +69 +13%
VNA
358
Valley National Advisers
Pennsylvania
$10K +$1.6K +90 +19%
GWS
359
Glassman Wealth Services
Virginia
$9.48K +$5.61K +328 +145%
Loomis, Sayles & Company
360
Loomis, Sayles & Company
Massachusetts
$9K +$5.42K +309 +151%
BIA
361
Bell Investment Advisors
California
$8.93K -$342 -20 -4%
IA
362
IFP Advisors
Florida
$7.82K +$4.38K +256 +127%
VF
363
VitalStone Financial
Texas
$7K +$165 +10 +2%
BWS
364
Buck Wealth Strategies
Colorado
$6.84K
GBT
365
Grove Bank & Trust
Florida
$5.65K +$5.65K +330 New
PFBT
366
Parkside Financial Bank & Trust
Missouri
$5.1K
HBW
367
Hazlett, Burt & Watson
West Virginia
$5K +$5K +300 New
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$4.93K +$2.57K +150 +109%
GWM
369
Geneos Wealth Management
Colorado
$4.5K
GWSG
370
GPS Wealth Strategies Group
Colorado
$4.06K
Allspring Global Investments
371
Allspring Global Investments
North Carolina
$4K
NCM
372
Northwest Capital Management
Oregon
$3.9K
TAM
373
Tucker Asset Management
Colorado
$3.42K
FAM
374
Flaharty Asset Management
Florida
$3.42K +$3.42K +200 New
CWP
375
Concord Wealth Partners
Virginia
$2.72K -$4.6K -269 -63%