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 %
WT
351
Whittier Trust
California
$59.9K -$116K -9,139 -66%
SWM
352
Spire Wealth Management
Virginia
$57.8K -$264K -20,808 -82%
OAM
353
Ostrum Asset Management
France
$56.2K -$4.38K -345 -7%
TSWM
354
Tyler-Stone Wealth Management
Ohio
$49.1K -$8.62K -680 -15%
AAM
355
Advisors Asset Management
Colorado
$48K +$9.52K +751 +25%
CMBA
356
C.M. Bidwell & Associates
Hawaii
$47.3K
National Bank of Canada
357
National Bank of Canada
Quebec, Canada
$45K -$1.29K -100 -3%
EWA
358
EverSource Wealth Advisors
Alabama
$44.7K +$9.21K +757 +26%
QC
359
Quent Capital
New York
$43.5K -$1.89K -149 -4%
RWMG
360
Redwood Wealth Management Group
New Jersey
$43.5K +$43.5K +3,429 New
FHA
361
First Horizon Advisors
Tennessee
$43.4K +$228 +18 +0.5%
PP
362
Pingora Partners
Wyoming
$41.5K +$3.8K +300 +10%
SPIA
363
Steward Partners Investment Advisory
New York
$38.9K -$33.1K -2,607 -46%
BFS
364
Burkett Financial Services
South Carolina
$37.5K
PLU
365
Performa Ltd (US)
South Carolina
$35.5K +$27.3K +2,150 +331%
UWS
366
Unique Wealth Strategies
Illinois
$28.2K +$28.2K +1,244 New
HFS
367
Hantz Financial Services
Michigan
$28K +$24.8K +1,989 +780%
Allspring Global Investments
368
Allspring Global Investments
North Carolina
$23.1K -$220K -17,385 -91%
MCM
369
Manchester Capital Management
Vermont
$22.7K
TSMHT
370
Thurston Springer Miller Herd & Titak
Indiana
$22.3K +$22.3K +1,758 New
PTC
371
Private Trust Company
Ohio
$22.2K -$22.3K -1,756 -50%
GI
372
GAMMA Investing
California
$20.2K -$7.77K -613 -28%
BHWM
373
Beaird Harris Wealth Management
Texas
$19K +$19K +1,500 New
PS
374
Principal Securities
Iowa
$18.6K -$45.2K -3,563 -71%
CTC
375
Central Trust Company
Missouri
$16.6K -$22.4K -1,770 -57%