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411 hedge funds and large institutions have $5.59B invested in UiPath in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 144 increasing their positions, 90 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 68

60% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 90

55% more call options, than puts

Call options by funds: $100M | Put options by funds: $64.8M

15% more funds holding

Funds holding: 357411 (+54)

3.01% more ownership

Funds ownership: 67.39%70.41% (+3%)

0% more capital invested

Capital invested by funds: $5.56B → $5.59B (+$21.6M)

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
411
Holders Change
+54
Holders Change %
+15.13%
% of All Funds
6.45%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
124
Increased
144
Reduced
90
Closed
68
Calls
$100M
Puts
$64.8M
Net Calls
+$35.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
226
Sowell Financial Services
Arkansas
$411K +$398K +24,792 New
KPWS
227
Kestra Private Wealth Services
Texas
$408K -$1.19K -74 -0.3%
TSS
228
Two Sigma Securities
New York
$394K +$382K +23,804 New
CC
229
Centiva Capital
New York
$391K +$214K +13,344 +130%
UB
230
UMB Bank
Missouri
$381K
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$369K +$8.04K +501 +2%
Assenagon Asset Management
232
Assenagon Asset Management
Luxembourg
$368K +$356K +22,198 New
Public Sector Pension Investment Board (PSP Investments)
233
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$366K +$354K +22,100 New
Daiwa Securities Group
234
Daiwa Securities Group
Japan
$365K +$261K +16,295 +286%
IP
235
Intellectus Partners
California
$365K +$40.1K +2,500 +13%
TD Asset Management
236
TD Asset Management
Ontario, Canada
$365K +$353K +22,000 New
CFG
237
Citizens Financial Group
Rhode Island
$359K +$348K +21,680 New
Citadel Advisors
238
Citadel Advisors
Florida
$352K -$37.2M -2,318,969 -99%
Russell Investments Group
239
Russell Investments Group
United Kingdom
$351K +$326K +20,337 +2,483%
ACS
240
Archford Capital Strategies
Illinois
$336K -$5.36K -334 -2%
Bessemer Group
241
Bessemer Group
New Jersey
$335K +$118K +7,352 +57%
HT
242
HAP Trading
New York
$332K +$321K +20,030 New
OMC
243
Old Mission Capital
Illinois
$327K +$105K +6,527 +49%
AI
244
AdvisorShares Investments
Maryland
$325K +$314K +19,600 New
MIM
245
MetLife Investment Management
New Jersey
$322K +$164K +10,242 +111%
Manulife (Manufacturers Life Insurance)
246
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$289K +$27K +1,685 +11%
MIH
247
Meitav Investment House
Israel
$286K +$273K +17,000 New
SAF
248
Smith Anglin Financial
Texas
$285K +$275K +17,177 New
DT
249
Diversified Trust
Tennessee
$283K +$51.6K +3,218 +23%
Wealthfront Advisers
250
Wealthfront Advisers
California
$282K +$3.37K +210 +1%

PATH Hedge Fund Activity: Q2 2023 in Review

411 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q2 2023, worth a combined $5.59B — up 0.39% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PATH positions and 68 closed out — a net gain of 56 holders — while 144 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock, adding an estimated $91.1M. The largest seller was Holocene Advisors, exiting entirely with an estimated $102M sold.

  • 411 institutional investors held UiPath (PATH) as of Q2 2023, up from 357 in Q1 2023.
  • Funds reported $5.59B of UiPath stock for Q2 2023, up 0.39% quarter-over-quarter.
  • 124 funds opened new UiPath positions in Q2 2023 and 68 closed out, a net change of +56 holders.
  • The largest UiPath buyer in Q2 2023 was BlackRock, an estimated $91.1M added.
  • The largest UiPath seller in Q2 2023 was Holocene Advisors, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2023.