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 %
CFG
426
CKW Financial Group
Hawaii
$15K
CI Investments Inc
427
CI Investments Inc
Ontario, Canada
$15K +$25 +1 +0.2%
CWM
428
CarsonAllaria Wealth Management
Illinois
$14.7K -$4.47K -180 -23%
PFBT
429
Parkside Financial Bank & Trust
Missouri
$13.7K +$6.29K +253 +85%
CAM
430
Creekmur Asset Management
Illinois
$13.1K +$13.1K +526 New
VNA
431
Valley National Advisers
Pennsylvania
$13K -$46 -2 -0.4%
GWS
432
Glassman Wealth Services
Virginia
$12.8K -$994 -40 -7%
BIA
433
Bell Investment Advisors
California
$11.9K -$1.02K -41 -8%
DGAM
434
Desjardins Global Asset Management
Quebec, Canada
$11.9K -$22.3K -899 -65%
FBIL
435
First Beijing Investment Ltd
Hong Kong
$11.7K +$11.7K +471 New
JFG
436
Jefferies Financial Group
New York
$10.2K +$10.2K +410 New
BAMF
437
BI Asset Management Fondsmaeglerselskab
Denmark
$10K -$600K -23,595 -98%
PS
438
Principal Securities
Iowa
$9.79K +$9.79K +394 New
Loomis, Sayles & Company
439
Loomis, Sayles & Company
Massachusetts
$8K -$5.2K -202 -39%
RIM
440
Rakuten Investment Management
Japan
$7.09K +$7.09K +278 New
RAM
441
Riggs Asset Management
Pennsylvania
$6.81K +$6.81K +274 New
GWM
442
Geneos Wealth Management
Colorado
$6.53K
AT
443
Arlington Trust
Alabama
$6.53K +$6.53K +263 New
SS
444
Sunbelt Securities
Texas
$5.86K +$3.23K +130 +123%
TRCT
445
Tower Research Capital (TRC)
New York
$5.32K -$47.1K -1,897 -90%
BWL
446
Bogart Wealth LLC
Virginia
$4.97K +$4.97K +200 New
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$4.12K -$3.03K -122 -42%
TFGT
448
TS Financial Group (TSFG)
Illinois
$4K
AP
449
Aspect Partners
Virginia
$3.93K +$3.93K +158 New
BLC
450
Brown, Lisle/Cummings
Rhode Island
$3.73K