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 %
SIC
426
Salem Investment Counselors
North Carolina
$2.54K -$2.54K -200 -50%
SIS
427
Sound Income Strategies
Florida
$2.54K +$2.54K +200 New
S
428
Sachetta
Massachusetts
$2.53K +$1.97K +163 +347%
WIA
429
Wetzel Investment Advisors
Indiana
$2.27K
FMTCOCP
430
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
TFGT
431
TS Financial Group (TSFG)
Illinois
$2K
TWC
432
TD Waterhouse Canada
Ontario, Canada
$1.81K -$1.85M -142,858 -100%
CIA
433
Cape Investment Advisory
Georgia
$1.78K
OP
434
ORG Partners
Indiana
$1.64K -$14.3K -1,112 -90%
PWMG
435
Private Wealth Management Group
New Jersey
$1.55K -$799 -63 -34%
IC
436
Innealta Capital
Texas
$1.55K +$1.55K +122 New
HNB
437
Huntington National Bank
Ohio
$1.47K -$1.76K -139 -55%
TFA
438
Toth Financial Advisory
Virginia
$1.28K
Jones Financial Companies
439
Jones Financial Companies
Missouri
$1.27K +$241 +19 +23%
WIM
440
Westside Investment Management
California
$1.27K +$710 +56 +127%
MA
441
MCF Advisors
Kentucky
$1.27K +$1.27K +100 New
FLPIM
442
F.L. Putnam Investment Management
Massachusetts
$1.27K +$1.27K +100 New
W
443
WealthCollab
Washington
$1.24K
DF
444
Dunhill Financial
United Kingdom
$1.17K
FFO
445
Fortitude Family Office
Arizona
$1.07K
CAL
446
Capital Advisors Ltd
Ohio
$1K +$474 +27 +90%
JWA
447
JFS Wealth Advisors
Pennsylvania
$977 +$837 +66 +600%
HNB
448
Hilltop National Bank
Wyoming
$888 +$634 +50 +250%
RA
449
Rise Advisors
New York
$697
CJ
450
Caitlin John
Michigan
$634 -$16.5K -1,304 -96%