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 %
UIA
426
Ulland Investment Advisors
Minnesota
$22K +$22K +950 New
CTA
427
Colonial Trust Advisors
South Carolina
$21.9K +$4.87K +215 +29%
NFSG
428
Newbridge Financial Services Group
Florida
$21.2K +$2.27K +100 +12%
WWM
429
Wolff Wiese Magana
California
$19.9K +$19.9K +877 New
RFG
430
RFP Financial Group
Georgia
$19.8K +$19.8K +875 New
AWM
431
Avior Wealth Management
Nebraska
$19.3K +$19.3K +852 New
WWP
432
WR Wealth Planners
Missouri
$19.3K +$19.3K +850 New
BEI
433
Benjamin Edwards Inc
Missouri
$19K -$7.16K -322 -27%
CI Investments Inc
434
CI Investments Inc
Ontario, Canada
$18K +$4.7K +211 +35%
HCP
435
Hexagon Capital Partners
Arkansas
$17.2K
EBA
436
Eagle Bay Advisors
New York
$15.4K
IGWM
437
ICA Group Wealth Management
Colorado
$14.7K +$13.6K +600 +1,200%
PLU
438
Performa Ltd (US)
South Carolina
$14.7K +$14.7K +650 New
C
439
Covestor
United Kingdom
$13K -$4.5K -195 -26%
VNA
440
Valley National Advisers
Pennsylvania
$13K +$448 +20 +4%
CWM
441
CarsonAllaria Wealth Management
Illinois
$12.7K -$793 -35 -6%
PFBT
442
Parkside Financial Bank & Trust
Missouri
$12.5K
LB
443
Legacy Bridge
Iowa
$11.3K +$11.3K +500 New
BIA
444
Bell Investment Advisors
California
$10.4K -$521 -23 -5%
BWL
445
Bogart Wealth LLC
Virginia
$9.07K +$4.53K +200 +100%
SIC
446
Salem Investment Counselors
North Carolina
$9.07K +$9.07K +400 New
ACA
447
Atlas Capital Advisors
Wyoming
$9.07K +$9.07K +400 New
IWP
448
IAG Wealth Partners
Wisconsin
$7.94K +$7.94K +350 New
CAM
449
Creekmur Asset Management
Illinois
$7.32K -$4.6K -203 -39%
MRCM
450
M&R Capital Management
New Jersey
$6.8K +$6.8K +300 New