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 %
OP
401
ORG Partners
Indiana
$461 -$42.2K -2,474 -99%
DJSG
402
D.J. St. Germain
Massachusetts
$342
JWA
403
JFS Wealth Advisors
Pennsylvania
$189 -$172 -10 -48%
BCH
404
Berkshire Capital Holdings
California
$171
AA
405
Addison Advisors
Vermont
$137 +$137 +8 New
CA
406
Crewe Advisors
Utah
$120
SIC
407
SJS Investment Consulting
Ohio
$86 -$69 -4 -44%
AWM
408
Abound Wealth Management
Tennessee
$69
AP
409
Atwood & Palmer
Missouri
$69 +$69 +4 New
RG
410
Retirement Group
California
$51
TWD
411
True Wealth Design
Ohio
$35
CSPIA
412
Cary Street Partners Investment Advisory
Virginia
$17 +$17 +1 New
CS
413
Clear Street
New York
-$4.55M -274,800 Closed
BC
414
Brookfield Corp
Ontario, Canada
-$2.77M -166,889 Closed
Jacobs Levy Equity Management
415
Jacobs Levy Equity Management
New Jersey
-$2.74M -165,305 Closed
WMSA
416
Weiss Multi-Strategy Advisers
New York
-$1.95M -117,538 Closed
GCP
417
GSA Capital Partners
United Kingdom
-$1.26M -76,282 Closed
JF
418
Jump Financial
Illinois
-$1.11M -67,090 Closed
HCMT
419
Highland Capital Management (Tennessee)
Tennessee
-$1.1M -66,097 Closed
Janney Montgomery Scott
420
Janney Montgomery Scott
Pennsylvania
-$1.02M -61,349 Closed
DTL
421
Dynamic Technology Lab
Singapore
-$1M -60,451 Closed
KOC
422
Koss-Olinger Consulting
Florida
-$994K -60,000 Closed
CSS
423
Cubist Systematic Strategies
Connecticut
-$982K -59,238 Closed
CA
424
Continuum Advisory
Idaho
-$827K -49,933 Closed
VIA
425
Vident Investment Advisory
Georgia
-$806K -48,704 Closed