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UiPath
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Overview Fund Activity

414 hedge funds and large institutions have $3.81B invested in UiPath in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 131 increasing their positions, 147 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-60
Holders Change %
-12.66%
% of All Funds
5.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
72
Increased
131
Reduced
147
Closed
126
Calls
$151M
Puts
$112M
Net Calls
+$39.2M
Net Calls Change
+$4.48M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$44.2M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$43.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$41M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$37.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$30.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$223M
2
AIM
ARK Investment Management
Florida
-$113M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
-$98.6M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
-$69.4M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$54.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIM
251
DC Investments Management
Virginia
$208K – – –
ASN
252
Advisory Services Network
Georgia
$206K – – –
IP
253
Intellectus Partners
California
$204K -$33.9K -2,650 -14%
SSA
254
Schonfeld Strategic Advisors
New York
$200K +$200K +15,618 New
AAS
255
Avantax Advisory Services
Texas
$199K -$2.77K -216 -1%
DF
256
Donoghue Forlines
Massachusetts
$198K +$198K +15,479 New
OTL
257
Oak Thistle LLC
New York
$196K +$196K +15,305 New
AF
258
Advisornet Financial
Minnesota
$194K -$11.6K -910 -6%
NA
259
NewEdge Advisors
Louisiana
$190K -$9.41K -735 -5%
LBWM
260
Left Brain Wealth Management
Illinois
$189K -$7.23K -565 -4%
AWM
261
Ariadne Wealth Management
California
$186K +$186K +13,889 New
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$182K +$81.5K +6,369 +81%
MSAM
263
Moloney Securities Asset Management
Missouri
$180K -$381K -29,750 -68%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$179K +$5.65K +441 +3%
FRM
265
Fox Run Management
Connecticut
$176K +$176K +13,785 New
Corient Private Wealth
266
Corient Private Wealth
Florida
$176K +$41.9K +3,274 +31%
OAC
267
OMERS Administration Corp
Ontario, Canada
$172K -$1.13M -88,100 -87%
DM
268
Deerfield Management
New York
$171K +$171K +13,391 New
CB
269
Commerce Bank
Missouri
$171K +$4.93K +385 +3%
Prudential Financial
270
Prudential Financial
New Jersey
$159K – – –
AP
271
Adero Partners
California
$156K +$653 +51 +0.4%
QCM
272
Quantinno Capital Management
New York
$154K +$154K +12,011 New
AFG
273
Atomi Financial Group
New York
$152K -$33.8K -2,637 -18%
SAF
274
Smith Anglin Financial
Texas
$149K -$76.7K -5,993 -34%
GHA
275
GW Henssler & Associates
Georgia
$149K +$149K +11,614 New
9 10
11
12 13