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 %
BLC
376
Brown, Lisle/Cummings
Rhode Island
$2.57K
BAAM
377
Baker Avenue Asset Management
California
$2.33K
FFA
378
Farther Finance Advisors
California
$2.04K -$171 -10 -8%
HFS
379
Hantz Financial Services
Michigan
$2K -$302 -21 -13%
TFGT
380
TS Financial Group (TSFG)
Illinois
$2K -$282 -20 -12%
AA
381
AlphaMark Advisors
Kentucky
$2K +$2K +112 New
NS
382
NBC Securities
Alabama
$2K +$2K +125 New
SS
383
Sunbelt Securities
Texas
$1.81K +$856 +50 +89%
TFA
384
Toth Financial Advisory
Virginia
$1.73K
PP
385
PFS Partners
New Jersey
$1.71K
NSG
386
Nalls Sherbakoff Group
Tennessee
$1.71K
SWA
387
Sutton Wealth Advisors
Florida
$1.47K
LFG
388
Larson Financial Group
Missouri
$1.28K -$1.71K -100 -57%
HL
389
HeadInvest LLC
Maine
$1.21K +$1.21K +70 New
CAL
390
Capital Advisors Ltd
Ohio
$1K
RA
391
Rise Advisors
New York
$941
MLA
392
MB, Levis & Associates
Pennsylvania
$856
TCM
393
Tradewinds Capital Management
Washington
$856
WBC
394
West Branch Capital
Massachusetts
$856
FP
395
Financial Perspectives
Minnesota
$821
NRG
396
Nemes Rush Group
Michigan
$616
ZB
397
Zions Bancorporation
Utah
$582 +$582 +34 New
HNB
398
Huntington National Bank
Ohio
$548 -$17 -1 -3%
MCA
399
Maryland Capital Advisors
Maryland
$514
VCM
400
Versant Capital Management
Arizona
$462 +$291 +17 +170%