493 hedge funds and large institutions have $8.57B invested in UiPath in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 181 increasing their positions, 131 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
+79
Holders Change %
+19.08%
% of All Funds
7.23%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
128
Increased
181
Reduced
131
Closed
43
Calls
$240M
Puts
$171M
Net Calls
+$68.5M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MFF
401
Mango Five Family
Nevada
$39.7K +$39.7K +1,600 New
IA
402
IFP Advisors
Florida
$37.2K +$25.8K +1,040 +228%
GI
403
GAMMA Investing
California
$36.1K +$36.1K +1,572 New
LC
404
Lindbrook Capital
California
$34.5K -$6.31K -254 -15%
JWM
405
Janiczek Wealth Management
Colorado
$31.9K
EC
406
EntryPoint Capital
New York
$31.4K +$31.4K +1,264 New
PCM
407
Penserra Capital Management
California
$31K +$31K +1,288 New
HWA
408
HHM Wealth Advisors
Tennessee
$30.1K
BEI
409
Benjamin Edwards Inc
Missouri
$29K -$25.7K -1,042 -47%
BFEC
410
Benjamin F. Edwards & Company
Missouri
$29K -$3.28K -130 -10%
CCMW
411
Cypress Capital Management (Wyoming)
Wyoming
$28.8K +$28.8K +1,160 New
GRP
412
Global Retirement Partners
California
$28.8K +$1.61K +73 +6%
HWM
413
HighMark Wealth Management
Minnesota
$26.7K +$26.7K +1,075 New
RFA
414
Resurgent Financial Advisors
Georgia
$25K -$8.2K -330 -25%
RG
415
Retirement Group
California
$24.9K +$24.8K +1,000 +33,333%
OCM
416
Orion Capital Management
California
$24.8K
MSFP
417
Mark Sheptoff Financial Planning
Connecticut
$24.8K +$24.8K +1,000 New
SSB
418
Sandy Spring Bank
Maryland
$23.4K
LCS
419
Levin Capital Strategies
New York
$21.3K +$21.3K +857 New
NFSG
420
Newbridge Financial Services Group
Florida
$20.7K
CJ
421
Caitlin John
Michigan
$19.4K +$19.4K +782 New
C
422
Covestor
United Kingdom
$19K +$225 +9 +1%
HCP
423
Hexagon Capital Partners
Arkansas
$18.9K +$18.9K +760 New
CTA
424
Colonial Trust Advisors
South Carolina
$18.6K
EBA
425
Eagle Bay Advisors
New York
$16.8K