493 hedge funds and large institutions have $8.57B invested in UiPath in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 181 increasing their positions, 131 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
+79
Holders Change %
+19.08%
% of All Funds
7.23%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
128
Increased
181
Reduced
131
Closed
43
Calls
$240M
Puts
$171M
Net Calls
+$68.5M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
351
IHT Wealth Management
Illinois
$227K +$227K +9,155 New
IMCOOI
352
Investment Management Corp of Ontario (IMCO)
Canada
$224K +$224K +9,008 New
BCA
353
Bay Colony Advisors
Massachusetts
$223K +$223K +8,973 New
LMGAM
354
Liberty Mutual Group Asset Management
Massachusetts
$220K +$220K +8,837 New
JRP
355
Jasper Ridge Partners
California
$218K +$218K +8,761 New
GT
356
Greenleaf Trust
Michigan
$217K +$217K +8,735 New
Lido Advisors
357
Lido Advisors
California
$211K +$211K +8,503 New
SP
358
Symmetry Partners
Connecticut
$205K +$205K +8,049 New
Comerica Bank
359
Comerica Bank
Texas
$191K -$34.3K -1,380 -15%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$187K -$31.2K -1,259 -14%
CSC
361
Caldwell Sutter Capital
California
$184K -$24.8K -1,000 -12%
AF
362
Advisornet Financial
Minnesota
$177K
BTI
363
Blue Trust Inc
Georgia
$157K +$83.7K +4,877 +114%
Parallax Volatility Advisers
364
Parallax Volatility Advisers
California
$157K -$146K -5,872 -48%
GFPC
365
Global Financial Private Client
Florida
$147K +$5.34K +215 +4%
AIG
366
American International Group
New York
$141K -$1.96K -79 -1%
Bank Julius Baer & Co
367
Bank Julius Baer & Co
Switzerland
$138K -$232K -9,325 -63%
AA
368
Ancora Advisors
Ohio
$127K +$1.24K +50 +1%
FHA
369
First Horizon Advisors
Tennessee
$119K -$46.3K -1,865 -28%
OAM
370
Ostrum Asset Management
France
$119K -$35.4K -1,427 -23%
ASN
371
Advisory Services Network
Georgia
$115K +$115K +4,638 New
CTC
372
Central Trust Company
Missouri
$98.4K -$111K -4,460 -53%
Credit Agricole
373
Credit Agricole
France
$98.1K -$43K -1,733 -30%
SPIA
374
Steward Partners Investment Advisory
New York
$96.5K +$37.7K +1,517 +64%
HI
375
Harbour Investments
Wisconsin
$93.2K +$4.97K +200 +6%