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UiPath

420 hedge funds and large institutions have $3.84B invested in UiPath in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 132 increasing their positions, 151 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

3.9% less ownership

Funds ownership: 68.04%64.14% (-3.9%)

9% less capital invested

Capital invested by funds: $4.23B → $3.84B (-$394M)

12% less funds holding

Funds holding: 478420 (-58)

13% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 151

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

42% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 126

Holders
420
Holders Change
-58
Holders Change %
-12.13%
% of All Funds
6.03%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
73
Increased
132
Reduced
151
Closed
126
Calls
$151M
Puts
$112M
Net Calls
+$39.4M
Net Calls Change
+$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
226
COWA LLC
Oklahoma
$342K +$13.7K +1,118 +4%
NFG
227
Nations Financial Group
Iowa
$334K +$20.3K +1,654 +7%
MIM
228
MetLife Investment Management
New Jersey
$322K +$32.8K +2,677 +12%
CIA
229
Concurrent Investment Advisors
Florida
$318K -$131K -10,697 -30%
HWM
230
HB Wealth Management
Georgia
$311K +$14.1K +1,150 +5%
URS
231
Utah Retirement Systems
Utah
$305K -$505K -41,259 -63%
PFS
232
Prospera Financial Services
Texas
$302K -$53.7K -4,382 -16%
ORAM
233
One River Asset Management
Connecticut
$296K +$51.7K +4,226 +22%
UB
234
UMB Bank
Missouri
$294K
VF
235
Virtu Financial
New York
$288K -$1.53M -125,298 -85%
IMCOOI
236
Investment Management Corp of Ontario (IMCO)
Canada
$285K +$273K +22,296 New
MSRPS
237
Maryland State Retirement & Pension System
Maryland
$284K -$79.5K -6,494 -23%
SPWM
238
Straight Path Wealth Management
Michigan
$282K -$12.2K -1,000 -4%
TI
239
Tidal Investments
Wisconsin
$278K +$747 +61 +0.3%
PAG
240
Private Advisor Group
New Jersey
$274K -$52.7K -4,301 -17%
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$267K +$24.4K +1,995 +11%
VI
242
Versor Investments
New York
$266K +$255K +20,800 New
PWM
243
Prosperity Wealth Management
California
$266K +$254K +20,755 New
Axa
244
Axa
France
$264K -$397K -32,425 -61%
CMF
245
Counterpoint Mutual Funds
California
$263K +$252K +20,568 New
Korea Investment Corp
246
Korea Investment Corp
South Korea
$259K -$8.27M -675,191 -97%
GJIA
247
Glass Jacobson Investment Advisors
Maryland
$256K
SS
248
Sunbelt Securities
Texas
$253K -$14.8K -1,210 -6%
WP
249
Woodline Partners
California
$250K +$239K +19,494 New
KBC Group
250
KBC Group
Belgium
$249K -$284K -23,158 -54%

PATH Hedge Fund Activity: Q3 2024 in Review

420 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q3 2024, worth a combined $3.84B — down 9.3% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of PATH and 73 opened new positions — a net loss of 53 holders — while 151 trimmed existing stakes and 132 added.

The largest buyer was JP Morgan Chase, adding an estimated $42.3M. The largest seller was Fidelity Investments, cutting an estimated $213M.

  • 420 institutional investors held UiPath (PATH) as of Q3 2024, down from 478 in Q2 2024.
  • Funds reported $3.84B of UiPath stock for Q3 2024, down 9.3% quarter-over-quarter.
  • 73 funds opened new UiPath positions in Q3 2024 and 126 closed out, a net change of -53 holders.
  • The largest UiPath buyer in Q3 2024 was JP Morgan Chase, an estimated $42.3M added.
  • The largest UiPath seller in Q3 2024 was Fidelity Investments, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2024.