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357 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, 135 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $109M | Put options by funds: $36.3M

73% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 40

42% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 95

40% more capital invested

Capital invested by funds: $3.97B → $5.56B (+$1.6B)

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

6% more funds holding

Funds holding: 336357 (+21)

0.92% more ownership

Funds ownership: 66.47%67.39% (+0.92%)

Holders
357
Holders Change
+21
Holders Change %
+6.25%
% of All Funds
5.69%
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
135
Reduced
95
Closed
40
Calls
$109M
Puts
$36.3M
Net Calls
+$73M
Net Calls Change
+$56.5M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
276
Quarry LP
New York
$35.9K +$30.9K +2,047 New
BCV
277
Banque Cantonale Vaudoise
Switzerland
$35K
BEI
278
Benjamin Edwards Inc
Missouri
$32K +$1.59K +105 +6%
MCM
279
Manchester Capital Management
Vermont
$31.4K +$27K +1,787 New
VF
280
VitalStone Financial
Texas
$31K +$4.2K +278 +67%
BFEC
281
Benjamin F. Edwards & Company
Missouri
$28K -$18.2K -1,205 -43%
IUHSA
282
Itau Unibanco Holding S.A.
Brazil
$27.7K -$136 -9 -0.6%
Zurich Cantonal Bank
283
Zurich Cantonal Bank
Switzerland
$26.8K +$23.1K +1,529 New
LC
284
Lindbrook Capital
California
$26.6K -$604 -40 -3%
AF
285
Allworth Financial
California
$26.5K +$106 +7 +0.5%
SOW
286
State of Wyoming
Wyoming
$25.3K +$21.7K +1,439 New
AP
287
Antipodes Partners
Australia
$25K -$7.19K -476 -25%
HWA
288
HHM Wealth Advisors
Tennessee
$21.2K
TWD
289
True Wealth Design
Ohio
$21.1K
JWM
290
Janiczek Wealth Management
Colorado
$20.8K
RTC
291
Riverview Trust Company
Washington
$18.8K
AFG
292
Albion Financial Group
Utah
$17.6K
OCM
293
Orion Capital Management
California
$17.6K
SSB
294
Sandy Spring Bank
Maryland
$16.6K -$13.6K -900 -49%
POIA
295
Pin Oak Investment Advisors
Texas
$16K
Russell Investments Group
296
Russell Investments Group
United Kingdom
$14.4K +$12.4K +819 New
C
297
Covestor
United Kingdom
$13K -$136 -9 -1%
CWM
298
CarsonAllaria Wealth Management
Illinois
$12.7K
EDRH
299
Edmond de Rothschild Holding
Switzerland
$12.5K -$38.1K -2,523 -78%
HI
300
Harbour Investments
Wisconsin
$12.3K

PATH Hedge Fund Activity: Q1 2023 in Review

357 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q1 2023, worth a combined $5.56B — up 40% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PATH positions and 40 closed out — a net gain of 29 holders — while 135 added to existing stakes and 95 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $72.4M. The largest seller was SC US (TTGP), cutting an estimated $65.2M.

  • 357 institutional investors held UiPath (PATH) as of Q1 2023, up from 336 in Q4 2022.
  • Funds reported $5.56B of UiPath stock for Q1 2023, up 40% quarter-over-quarter.
  • 69 funds opened new UiPath positions in Q1 2023 and 40 closed out, a net change of +29 holders.
  • The largest UiPath buyer in Q1 2023 was Holocene Advisors, an estimated $72.4M added.
  • The largest UiPath seller in Q1 2023 was SC US (TTGP), an estimated $65.2M sold.

Based on aggregated 13F filings for Q1 2023.