355 hedge funds and large institutions have $5.56B invested in UiPath in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 134 increasing their positions, 94 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+21
Holders Change %
+6.29%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.37%
New
69
Increased
134
Reduced
94
Closed
40
Calls
$109M
Puts
$36.3M
Net Calls
+$73M
Net Calls Change
+$56.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
201
Aigen Investment Management
New York
$333K +$35.1K +2,000 +12%
ACS
202
Archford Capital Strategies
Illinois
$331K +$39.7K +2,408 +14%
Bank Julius Baer & Co
203
Bank Julius Baer & Co
Switzerland
$331K +$203K +11,553 +159%
Prudential Financial
204
Prudential Financial
New Jersey
$330K +$91.8K +4,905 +39%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$327K +$7.55K +430 +2%
TI
206
Tidal Investments
Wisconsin
$326K -$52.6K -2,998 -14%
SW
207
SteelPeak Wealth
California
$317K +$68.1K +3,878 +27%
RWJF
208
Robert Wood Johnson Foundation
New Jersey
$316K +$316K +18,007 New
LNWWM
209
Laird Norton Wetherby Wealth Management
California
$314K +$64.1K +3,648 +26%
S
210
SignatureFD
Georgia
$314K +$1.16K +66 +0.4%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$296K +$39.3K +2,238 +15%
Corient Private Wealth
212
Corient Private Wealth
Florida
$295K +$71.6K +4,075 +32%
Wealthfront Advisers
213
Wealthfront Advisers
California
$295K +$47.6K +2,711 +19%
FA
214
FDx Advisors
Illinois
$295K
X
215
Xponance
Pennsylvania
$285K -$14.1K -805 -5%
DIM
216
DC Investments Management
Virginia
$285K +$285K +16,239 New
PWA
217
Phoenix Wealth Advisors
North Carolina
$284K -$4.9K -279 -2%
Manulife (Manufacturers Life Insurance)
218
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$276K +$15.4K +876 +6%
SEI Investments
219
SEI Investments
Pennsylvania
$269K +$269K +15,299 New
SG
220
SCHF (GPE)
Wyoming
$268K +$268K +15,275 New
FRM
221
Fox Run Management
Connecticut
$263K -$316K -18,016 -55%
BL
222
Balentine LLC
Georgia
$260K -$188K -10,732 -42%
Aviva
223
Aviva
United Kingdom
$254K -$646K -36,770 -72%
M&T Bank
224
M&T Bank
New York
$245K +$58.9K +3,346 +32%
WT
225
Whittier Trust
California
$243K