PATH icon

UiPath
PATH

Overview Fund Activity

407 hedge funds and large institutions have $5.58B invested in UiPath in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 142 increasing their positions, 90 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+52
Holders Change %
+14.65%
% of All Funds
6.42%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
122
Increased
142
Reduced
90
Closed
68
Calls
$100M
Puts
$64.8M
Net Calls
+$35.6M
Net Calls Change
-$37.5M

Top Buyers

1
BlackRock
BlackRock
New York
$387M
2
Vanguard Group
Vanguard Group
Pennsylvania
$581M
3
SM
Senvest Management
New York
$99.9M
4
AIM
ARK Investment Management
Florida
$800M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$261M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
$0
2
AGFIA
Accel Growth Fund IV Associates
California
$123M
3
Millennium Management
Millennium Management
New York
$33.5M
4
Alkeon Capital Management
Alkeon Capital Management
New York
$212M
5
Citadel Advisors
Citadel Advisors
Florida
$352K
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
276
Laird Norton Wetherby Wealth Management
California
$203K -$93.2K -5,625 -31%
EF
277
Empowered Funds
Pennsylvania
$200K -$3.55K -214 -2%
EST
278
EA Series Trust
Pennsylvania
$200K +$200K +12,060 New
Cerity Partners
279
Cerity Partners
New York
$200K +$200K +12,043 New
AQR Capital Management
280
AQR Capital Management
Connecticut
$196K +$196K +11,839 New
LBWM
281
Left Brain Wealth Management
Illinois
$193K +$193K +11,635 New
AAM
282
Azzad Asset Management
Virginia
$192K +$192K +11,577 New
AAS
283
Avantax Advisory Services
Texas
$191K +$191K +11,502 New
AIMCA
284
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$191K +$191K +11,500 New
VCM
285
Vetamer Capital Management
California
$190K +$190K +11,492 New
CW
286
Channel Wealth
California
$184K -$6.3K -380 -3%
GCM
287
Greenland Capital Management
New York
$182K +$182K +11,000 New
NRD
288
Nebula Research & Development
New York
$182K -$5.07K -306 -3%
PNC Financial Services Group
289
PNC Financial Services Group
Pennsylvania
$173K +$5.65K +341 +3%
National Bank of Canada
290
National Bank of Canada
Quebec, Canada
$172K +$116K +7,000 +206%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$172K – – –
APG Asset Management
292
APG Asset Management
Netherlands
$172K +$172K +11,331 New
Parallax Volatility Advisers
293
Parallax Volatility Advisers
California
$172K +$172K +10,376 New
MFAM
294
Motley Fool Asset Management
Virginia
$168K +$168K +10,165 New
VI
295
Vestcor Inc
New Brunswick, Canada
$164K +$164K +9,891 New
O
296
Ossiam
France
$149K +$103K +6,246 +229%
FHA
297
First Horizon Advisors
Tennessee
$147K -$1.76K -106 -1%
CSC
298
Caldwell Sutter Capital
California
$139K +$139K +8,398 New
CLOS
299
Compagnie Lombard Odier SCmA
Switzerland
$136K – – –
Macquarie Group
300
Macquarie Group
Australia
$126K -$2.37M -142,894 -95%
10 11
12
13 14