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 %
GFPC
551
Global Financial Private Client
Florida
-$144K -6,471 Closed
AIG
552
American International Group
New York
-$127K -5,598 Closed
Bank Julius Baer & Co
553
Bank Julius Baer & Co
Switzerland
-$126K -5,537 Closed
UM
554
UniSuper Management
Australia
-$125K -5,500 Closed
FFWM
555
Future Financial Wealth Management
Ohio
-$72.5K -3,200 Closed
SI
556
Stephens Inc
Arkansas
-$58.5K -2,579 Closed
AWM
557
Avior Wealth Management
Nebraska
-$19.3K -852 Closed
HCP
558
Hexagon Capital Partners
Arkansas
-$17.2K -760 Closed
VNA
559
Valley National Advisers
Pennsylvania
-$13K -580 Closed
CAM
560
Creekmur Asset Management
Illinois
-$7.32K -323 Closed
MRCM
561
M&R Capital Management
New Jersey
-$6.8K -300 Closed
PA
562
Pineridge Advisors
Missouri
-$4.53K -200 Closed
SHIM
563
Stone House Investment Management
Pennsylvania
-$3.63K -160 Closed
FIM
564
Fernwood Investment Management
Massachusetts
-$2.27K -100 Closed
HWA
565
Heritage Wealth Advisors
Virginia
-$1.7K -75 Closed
VF
566
VitalStone Financial
Texas
-$1K -60 Closed
CT
567
Colonial Trust
South Carolina
-$1.25K -55 Closed
DI
568
DAGCO Inc
Ohio
-$1.13K -50 Closed
FCAS
569
First Command Advisory Services
Texas
-$567 -25 Closed
BCH
570
Berkshire Capital Holdings
California
-$227 -10 Closed
MCM
571
MV Capital Management
Maryland
-$46 -2 Closed