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 %
SI
401
Stephens Inc
Arkansas
$58.5K -$2.23M -98,352 -97%
BFEC
402
Benjamin F. Edwards & Company
Missouri
$58K +$31.9K +1,407 +122%
TRCT
403
Tower Research Capital (TRC)
New York
$55.9K +$51K +2,251 +1,052%
QCG
404
Quadrant Capital Group
Ohio
$55.6K -$15.9K -701 -22%
EWA
405
EverSource Wealth Advisors
Alabama
$55.4K +$2.62K +138 +5%
HGERS
406
Householder Group Estate & Retirement Specialist
Arizona
$52.1K -$3.67K -162 -7%
WBC
407
Westpac Banking Corp
Australia
$50.5K +$50.5K +2,226 New
GI
408
GAMMA Investing
California
$50K +$14.3K +632 +40%
HIA
409
Harbor Investment Advisory
Maryland
$49.6K -$5.99K -264 -11%
LC
410
Lindbrook Capital
California
$46K +$14.5K +639 +46%
CFD
411
Creative Financial Designs
Indiana
$45.3K +$45.3K +2,000 New
CIBC Private Wealth Group
412
CIBC Private Wealth Group
Georgia
$41.9K +$41.9K +1,888 New
MCM
413
Manchester Capital Management
Vermont
$40.5K
MFF
414
Mango Five Family
Nevada
$36.3K
CJ
415
Caitlin John
Michigan
$30.7K +$13K +572 +73%
GRP
416
Global Retirement Partners
California
$30.3K +$793 +35 +3%
JWM
417
Janiczek Wealth Management
Colorado
$29.1K
OP
418
ORG Partners
Indiana
$27.5K +$24.7K +1,112 +876%
HWA
419
HHM Wealth Advisors
Tennessee
$27.4K
SSB
420
Sandy Spring Bank
Maryland
$26.9K +$5.51K +243 +26%
HWM
421
HighMark Wealth Management
Minnesota
$26.6K +$2.27K +100 +9%
RTC
422
Riverview Trust Company
Washington
$24.2K +$24.2K +1,069 New
RG
423
Retirement Group
California
$22.7K
OCM
424
Orion Capital Management
California
$22.7K
GWM
425
Geneos Wealth Management
Colorado
$22.6K +$16.6K +734 +279%