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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
SAM
276
Storebrand Asset Management
Norway
$215K +$208K +12,984 New
VU
277
Vanderbilt University
Tennessee
$211K -$309K -19,298 -60%
SW
278
SteelPeak Wealth
California
$208K -$87.6K -5,460 -30%
LNWWM
279
Laird Norton Wetherby Wealth Management
California
$203K -$90.2K -5,625 -31%
EF
280
Empowered Funds
Pennsylvania
$200K -$3.43K -214 -2%
EST
281
EA Series Trust
Pennsylvania
$200K +$193K +12,060 New
Cerity Partners
282
Cerity Partners
New York
$200K +$193K +12,043 New
AQR Capital Management
283
AQR Capital Management
Connecticut
$196K +$190K +11,839 New
LBWM
284
Left Brain Wealth Management
Illinois
$193K +$187K +11,635 New
AAM
285
Azzad Asset Management
Virginia
$192K +$186K +11,577 New
AAS
286
Avantax Advisory Services
Texas
$191K +$184K +11,502 New
AIMCA
287
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$191K +$184K +11,500 New
VCM
288
Vetamer Capital Management
California
$190K +$184K +11,492 New
CW
289
Channel Wealth
California
$184K -$6.09K -380 -3%
GCM
290
Greenland Capital Management
New York
$182K +$176K +11,000 New
NRD
291
Nebula Research & Development
New York
$182K -$4.91K -306 -3%
SLAM
292
Swiss Life Asset Management
$181K +$175K +10,922 New
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$173K +$5.47K +341 +3%
National Bank of Canada
294
National Bank of Canada
Quebec, Canada
$172K +$112K +7,000 +206%
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$172K
APG Asset Management
296
APG Asset Management
Netherlands
$172K +$182K +11,331 New
Parallax Volatility Advisers
297
Parallax Volatility Advisers
California
$172K +$166K +10,376 New
MFAM
298
Motley Fool Asset Management
Virginia
$168K +$163K +10,165 New
VI
299
Vestcor Inc
New Brunswick, Canada
$164K +$159K +9,891 New
O
300
Ossiam
France
$149K +$100K +6,246 +229%

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.