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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
AR
251
Advisory Research
Illinois
$278K +$269K +16,749 New
LMGAM
252
Liberty Mutual Group Asset Management
Massachusetts
$277K -$439K -27,349 -62%
Nordea Investment Management
253
Nordea Investment Management
Sweden
$276K +$261K +16,284 New
DIM
254
DC Investments Management
Virginia
$269K
Neuberger Berman Group
255
Neuberger Berman Group
New York
$264K -$175K -10,911 -41%
M&T Bank
256
M&T Bank
New York
$261K +$29.9K +1,865 +13%
SEI Investments
257
SEI Investments
Pennsylvania
$258K +$4.31K +269 +2%
S
258
SignatureFD
Georgia
$256K -$38.8K -2,421 -14%
Group One Trading
259
Group One Trading
Illinois
$256K -$917K -57,174 -79%
PWA
260
Phoenix Wealth Advisors
North Carolina
$255K -$12.8K -796 -5%
BL
261
Balentine LLC
Georgia
$254K +$8.15K +508 +3%
EGM
262
Engineers Gate Manager
New York
$253K -$325K -20,239 -57%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$252K +$27.4K +1,709 +13%
DU
264
Delphia (USA)
Ontario, Canada
$249K +$241K +15,048 New
MA
265
Mutual Advisors
Nebraska
$243K +$20.2K +1,258 +9%
SS
266
Simplicity Solutions
Minnesota
$241K +$24.4K +1,521 +12%
BFG
267
Bleakley Financial Group
New Jersey
$241K +$26.8K +1,671 +13%
PCM
268
Princeton Capital Management
New Jersey
$232K +$12.3K +765 +6%
CG
269
Cutler Group
California
$232K +$43.9K +2,738 +24%
WT
270
Whittier Trust
California
$230K
Prudential Financial
271
Prudential Financial
New Jersey
$226K -$64.5K -4,020 -23%
FRM
272
Fox Run Management
Connecticut
$224K -$23.7K -1,478 -10%
CA
273
Cetera Advisors
Colorado
$219K +$212K +13,212 New
PWM
274
Prosperity Wealth Management
California
$218K +$211K +13,180 New
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$218K -$28.8K -1,798 -9%

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.