508 hedge funds and large institutions have $7.2B invested in UiPath in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 201 increasing their positions, 143 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+15
Holders Change %
+3.04%
% of All Funds
7.36%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
94
Increased
201
Reduced
143
Closed
73
Calls
$295M
Puts
$269M
Net Calls
+$25.6M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Asset Management
351
CIBC Asset Management
Ontario, Canada
$235K
GCA
352
Greenwood Capital Associates
South Carolina
$235K +$235K +10,346 New
WC
353
Weil Company
California
$234K +$234K +10,318 New
CB
354
Commerce Bank
Missouri
$233K +$10.6K +467 +5%
Macquarie Group
355
Macquarie Group
Australia
$230K
Teacher Retirement System of Texas
356
Teacher Retirement System of Texas
Texas
$223K -$179K -7,882 -44%
LOAMU
357
Lombard Odier Asset Management (USA)
New York
$221K +$221K +9,735 New
Franklin Resources
358
Franklin Resources
California
$220K +$1.13K +50 +0.5%
KA
359
Kovack Advisors
Florida
$220K +$220K +9,699 New
AAM
360
Azzad Asset Management
Virginia
$215K -$85.8K -3,785 -29%
Lido Advisors
361
Lido Advisors
California
$214K +$21K +926 +11%
BTI
362
Blue Trust Inc
Georgia
$212K +$4.72K +208 +2%
CG
363
Cutler Group
California
$209K -$1.06M -46,831 -84%
IWM
364
IHT Wealth Management
Illinois
$208K +$793 +35 +0.4%
SGAM
365
Smith Group Asset Management
Texas
$204K +$204K +9,020 New
SP
366
Systematic Portfolios
New York
$204K +$204K +9,002 New
DTL
367
Dynamic Technology Lab
Singapore
$200K -$211K -9,278 -51%
LOIM
368
Liberty One Investment Management
Illinois
$199K +$199K +8,794 New
HI
369
Harbour Investments
Wisconsin
$195K +$110K +4,868 +130%
Credit Agricole
370
Credit Agricole
France
$163K +$87.5K +4,595 +116%
AF
371
Advisornet Financial
Minnesota
$161K -$227 -10 -0.1%
GFPC
372
Global Financial Private Client
Florida
$144K +$12.2K +551 +9%
CSC
373
Caldwell Sutter Capital
California
$134K -$34K -1,500 -20%
VI
374
Vestcor Inc
New Brunswick, Canada
$131K -$90.6K -4,000 -41%
SPIA
375
Steward Partners Investment Advisory
New York
$129K +$40.7K +1,794 +46%