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 %
GRP
376
Global Retirement Partners
California
$16.4K -$583 -46 -3%
HGERS
377
Householder Group Estate & Retirement Specialist
Arizona
$16K -$11.8K -973 -42%
HWA
378
HHM Wealth Advisors
Tennessee
$15.3K
LIA
379
Lynx Investment Advisory
District of Columbia
$15.2K +$15.2K +1,200 New
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$14.2K -$10K -782 -41%
RTC
381
Riverview Trust Company
Washington
$13.6K
CTA
382
Colonial Trust Advisors
South Carolina
$13.3K +$1.01K +80 +8%
OCM
383
Orion Capital Management
California
$12.7K
GWM
384
Geneos Wealth Management
Colorado
$12.6K
LC
385
Lindbrook Capital
California
$11.8K -$13.9K -1,099 -54%
RFG
386
RFP Financial Group
Georgia
$11.1K
QCG
387
Quadrant Capital Group
Ohio
$11K -$20.2K -1,590 -65%
SSB
388
Sandy Spring Bank
Maryland
$10.8K -$4.26K -336 -28%
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$9K -$1.11K -89 -11%
CWM
390
Cornerstone Wealth Management
Missouri
$8.69K +$8.69K +685 New
EBA
391
Eagle Bay Advisors
New York
$8.6K
MG
392
Mather Group
Illinois
$8.05K +$7.66K +338 +1,988%
BEI
393
Benjamin Edwards Inc
Missouri
$8K -$3.2K -244 -29%
IGWM
394
ICA Group Wealth Management
Colorado
$7.61K -$634 -50 -8%
SAM
395
Smartleaf Asset Management
Massachusetts
$7.52K +$6.48K +511 +623%
JWM
396
Janiczek Wealth Management
Colorado
$7.11K -$9.18K -724 -56%
CWM
397
CarsonAllaria Wealth Management
Illinois
$7.08K
NS
398
NBC Securities
Alabama
$7K +$5.75K +461 +461%
CFD
399
Creative Financial Designs
Indiana
$6.34K -$19K -1,500 -75%
NFSG
400
Newbridge Financial Services Group
Florida
$6.34K -$5.49K -433 -46%