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
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
376
Toth Financial Advisory
Virginia
$1.67K
PP
377
PFS Partners
New Jersey
$1.66K
Fifth Third Bancorp
378
Fifth Third Bancorp
Ohio
$1.57K +$1.57K +95 New
BBHC
379
Brown Brothers Harriman & Co
New York
$1.51K
SWA
380
Sutton Wealth Advisors
Florida
$1.43K
CWA
381
Clearview Wealth Advisors
Oregon
$1.24K
PAI
382
Pittenger & Anderson Inc
Nebraska
$995 +$995 +60 New
SS
383
Sunbelt Securities
Texas
$928
RA
384
Rise Advisors
New York
$911
TPCW
385
TD Private Client Wealth
New York
$911
MLA
386
MB, Levis & Associates
Pennsylvania
$829
TCM
387
Tradewinds Capital Management
Washington
$829
WBC
388
West Branch Capital
Massachusetts
$829
IGWM
389
ICA Group Wealth Management
Colorado
$829
FP
390
Financial Perspectives
Minnesota
$795
NRG
391
Nemes Rush Group
Michigan
$597 +$597 +36 New
HNB
392
Huntington National Bank
Ohio
$547 -$133 -8 -20%
MCA
393
Maryland Capital Advisors
Maryland
$498 +$498 +30 New
PTC
394
Private Trust Company
Ohio
$348 +$348 +21 New
JWA
395
JFS Wealth Advisors
Pennsylvania
$348 +$348 +21 New
DJSG
396
D.J. St. Germain
Massachusetts
$331 +$331 +20 New
HS
397
Horan Securities
United States
$183 -$482 -29 -73%
MIM
398
Macroview Investment Management
Maryland
$166
BCH
399
Berkshire Capital Holdings
California
$166
VCM
400
Versant Capital Management
Arizona
$166 +$166 +10 New