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 %
AIG
376
American International Group
New York
$127K -$1.54K -68 -1%
Bank Julius Baer & Co
377
Bank Julius Baer & Co
Switzerland
$126K
UM
378
UniSuper Management
Australia
$125K +$65.7K +2,900 +112%
IA
379
IFP Advisors
Florida
$118K +$84.3K +3,720 +248%
Lazard Asset Management
380
Lazard Asset Management
New York
$118K +$117K +5,190 +16,742%
AA
381
Ancora Advisors
Ohio
$117K +$680 +30 +0.6%
PS
382
Principal Securities
Iowa
$114K +$105K +4,636 +1,177%
OAM
383
Ostrum Asset Management
France
$108K
FFA
384
Farther Finance Advisors
California
$107K +$51.1K +2,304 +91%
TSWM
385
Tyler-Stone Wealth Management
Ohio
$103K +$51.5K +2,270 +100%
CMBA
386
C.M. Bidwell & Associates
Hawaii
$84.5K +$1.36K +60 +2%
CA
387
Clearstead Advisors
Ohio
$82.3K +$19.8K +1,000 +32%
QC
388
Quent Capital
New York
$81.2K +$4.78K +211 +6%
PTC
389
Private Trust Company
Ohio
$79.5K +$76.8K +3,386 +2,822%
FHA
390
First Horizon Advisors
Tennessee
$77.1K -$31.5K -1,390 -29%
RIM
391
Rakuten Investment Management
Japan
$75.9K +$69.6K +3,070 +1,104%
FFWM
392
Future Financial Wealth Management
Ohio
$72.5K +$72.5K +3,200 New
CTC
393
Central Trust Company
Missouri
$69.8K -$20K -880 -22%
National Bank of Canada
394
National Bank of Canada
Quebec, Canada
$69.1K -$131K -6,820 -65%
AAM
395
Advisors Asset Management
Colorado
$68.8K +$17.8K +787 +35%
AF
396
Allworth Financial
California
$68.6K +$31.6K +1,392 +85%
RS
397
Rakuten Securities
Japan
$68.6K -$4.19K -185 -6%
PP
398
Pingora Partners
Wyoming
$67.3K -$4.53K -200 -6%
BFS
399
Burkett Financial Services
South Carolina
$67.1K
QL
400
Quarry LP
New York
$64K +$13.6K +601 +27%