334 hedge funds and large institutions have $3.97B invested in UiPath in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 96 increasing their positions, 100 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+34
Holders Change %
+11.33%
% of All Funds
5.39%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
86
Increased
96
Reduced
100
Closed
47
Calls
$36.9M
Puts
$20.4M
Net Calls
+$16.5M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
151
SVB Wealth
Massachusetts
$476K -$16K -1,257 -3%
NICM
152
Neo Ivy Capital Management
New York
$476K +$361K +28,359 +313%
Principal Financial Group
153
Principal Financial Group
Iowa
$471K -$56.5K -4,444 -11%
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$455K -$62.1K -4,884 -12%
KI
155
Kula Investments
Illinois
$447K +$447K +35,141 New
FRM
156
Fox Run Management
Connecticut
$420K +$420K +33,009 New
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$417K +$209K +16,476 +101%
OQS
158
Occudo Quantitative Strategies
Florida
$415K +$415K +32,646 New
Aberdeen Group
159
Aberdeen Group
United Kingdom
$392K +$29.4K +2,316 +8%
TRCT
160
Tower Research Capital (TRC)
New York
$391K -$1.08M -85,123 -73%
CF
161
Centaurus Financial
California
$381K
WP
162
Woodline Partners
California
$381K +$381K +29,948 New
MSRPS
163
Maryland State Retirement & Pension System
Maryland
$365K +$365K +28,717 New
Creative Planning
164
Creative Planning
Kansas
$359K +$175K +13,797 +96%
CPC
165
Congress Park Capital
New York
$346K +$108K +8,500 +45%
Citigroup
166
Citigroup
New York
$334K -$1.28M -101,083 -79%
BL
167
Balentine LLC
Georgia
$325K +$325K +25,532 New
BOCH
168
Blue Owl Capital Holdings
New York
$312K
KPWS
169
Kestra Private Wealth Services
Texas
$304K -$12.9K -1,017 -4%
BFM
170
Boothbay Fund Management
New York
$295K +$295K +23,230 New
FA
171
FDx Advisors
Illinois
$295K +$45.2K +3,553 +18%
LMGAM
172
Liberty Mutual Group Asset Management
Massachusetts
$295K +$295K +23,198 New
UB
173
UMB Bank
Missouri
$292K -$8.95K -705 -3%
CS
174
Cannell & Spears
New York
$290K +$290K +22,806 New
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$277K +$15.3K +1,202 +6%