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 %
HNB
451
Huntington National Bank
Ohio
$3.6K +$2.81K +113 +353%
CIA
452
Cape Investment Advisory
Georgia
$3.48K +$3.48K +140 New
OP
453
ORG Partners
Indiana
$3.15K +$2.48K +100 +370%
PWMG
454
Private Wealth Management Group
New Jersey
$3.03K +$3.03K +122 New
VF
455
VitalStone Financial
Texas
$3K -$7.2K -300 -71%
HFS
456
Hantz Financial Services
Michigan
$3K -$208 -9 -6%
PTC
457
Private Trust Company
Ohio
$2.98K +$2.98K +120 New
TAM
458
Tucker Asset Management
Colorado
$2.73K -$2.24K -90 -45%
TFA
459
Toth Financial Advisory
Virginia
$2.51K
NSG
460
Nalls Sherbakoff Group
Tennessee
$2.48K
PFA
461
Pathway Financial Advisers
Indiana
$2.48K +$2.48K +100 New
SHIM
462
Stone House Investment Management
Pennsylvania
$2.48K +$2.48K +100 New
W
463
WealthCollab
Washington
$2.44K +$2.44K +98 New
DF
464
Dunhill Financial
United Kingdom
$2.29K +$2.29K +92 New
FFO
465
Fortitude Family Office
Arizona
$2.09K +$2.09K +84 New
SIS
466
Strategic Investment Solutions
Illinois
$2.06K -$624K -25,117 -100%
NS
467
NBC Securities
Alabama
$2K -$500 -25 -20%
HWA
468
Heritage Wealth Advisors
Virginia
$1.86K +$1.86K +75 New
SAM
469
Smartleaf Asset Management
Massachusetts
$1.45K +$1.45K +57 New
RA
470
Rise Advisors
New York
$1.37K
AWM
471
Abound Wealth Management
Tennessee
$1.32K +$1.22K +49 +1,225%
MLA
472
MB, Levis & Associates
Pennsylvania
$1.24K
WBC
473
West Branch Capital
Massachusetts
$1.24K
IGWM
474
ICA Group Wealth Management
Colorado
$1.24K +$1.24K +50 New
FP
475
Financial Perspectives
Minnesota
$1.19K