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 %
WWM
401
Wolff Wiese Magana
California
$6.34K -$4.78K -377 -43%
LB
402
Legacy Bridge
Iowa
$6.34K
AP
403
Aspect Partners
Virginia
$6.34K +$4.34K +342 +216%
AIC
404
Archer Investment Corporation
Indiana
$6.34K +$6.34K +500 New
PFBT
405
Parkside Financial Bank & Trust
Missouri
$6.08K -$913 -72 -13%
UIA
406
Ulland Investment Advisors
Minnesota
$6K -$5.4K -450 -47%
FIA
407
FNY Investment Advisers
New York
$6K +$6K +500 New
BIA
408
Bell Investment Advisors
California
$5.81K
HIA
409
Harbor Investment Advisory
Maryland
$5.58K -$22.2K -1,747 -80%
QL
410
Quarry LP
New York
$5.29K -$30.5K -2,404 -85%
ACA
411
Atlas Capital Advisors
Wyoming
$5.07K
BWL
412
Bogart Wealth LLC
Virginia
$5.07K
IWP
413
IAG Wealth Partners
Wisconsin
$4.44K
WWP
414
WR Wealth Planners
Missouri
$3.8K -$6.97K -550 -65%
BLC
415
Brown, Lisle/Cummings
Rhode Island
$3.8K +$1.9K +150 +100%
ZB
416
Zions Bancorporation
Utah
$3.72K +$3.28K +259 +762%
RAM
417
Riggs Asset Management
Pennsylvania
$3.48K
AT
418
Arlington Trust
Alabama
$3.34K
IA
419
IFP Advisors
Florida
$3.23K -$62.9K -4,962 -95%
OPTFSNA
420
Old Point Trust & Financial Services N A
Virginia
$3.17K
LFG
421
Larson Financial Group
Missouri
$3.15K +$2.97K +234 +1,671%
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$2.92K +$735 +58 +34%
CIM
423
Contravisory Investment Management
Massachusetts
$2.92K +$2.92K +230 New
CA
424
CoreCap Advisors
Michigan
$2.78K
TAM
425
Tucker Asset Management
Colorado
$2.66K +$634 +50 +31%