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478 hedge funds and large institutions have $4.23B invested in UiPath in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 194 increasing their positions, 147 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 147

28% more call options, than puts

Call options by funds: $158M | Put options by funds: $123M

2% more ownership

Funds ownership: 66.04%68.04% (+2%)

7% less funds holding

Funds holding: 515478 (-37)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

26% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 103

41% less capital invested

Capital invested by funds: $7.21B → $4.23B (-$2.98B)

Holders
478
Holders Change
-37
Holders Change %
-7.18%
% of All Funds
6.9%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
76
Increased
194
Reduced
147
Closed
103
Calls
$158M
Puts
$123M
Net Calls
+$34.8M
Net Calls Change
+$9.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Swedbank
276
Swedbank
Sweden
$277K +$377K +21,817 New
TI
277
Tidal Investments
Wisconsin
$274K -$1.66M -95,728 -82%
SAM
278
Storebrand Asset Management
Norway
$269K
SS
279
Sunbelt Securities
Texas
$266K +$48.3K +2,792 +15%
MFG
280
Merit Financial Group
Georgia
$266K +$35.5K +2,056 +11%
GJIA
281
Glass Jacobson Investment Advisors
Maryland
$254K
M&T Bank
282
M&T Bank
New York
$252K -$124K -7,195 -27%
ICP
283
Interchange Capital Partners
Pennsylvania
$252K +$50.5K +2,923 +17%
ORAM
284
One River Asset Management
Connecticut
$239K +$326K +18,870 New
Thrivent Financial for Lutherans
285
Thrivent Financial for Lutherans
Minnesota
$239K +$90.3K +5,220 +38%
SA
286
Sanctuary Advisors
Indiana
$238K +$212K +12,233 New
KAS
287
Kestra Advisory Services
Texas
$236K -$227K -13,140 -41%
IP
288
Intellectus Partners
California
$235K -$17.3K -1,000 -5%
EF
289
Empowered Funds
Pennsylvania
$232K +$128K +7,420 +68%
BI
290
Bramshill Investments
Florida
$228K +$311K +18,000 New
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$227K +$37.8K +2,185 +14%
SAF
292
Smith Anglin Financial
Texas
$224K -$647K -37,449 -68%
MIH
293
Meitav Investment House
Israel
$214K
EOJOAM
294
E. Ohman J:or Asset Management
Sweden
$210K
BAMF
295
BI Asset Management Fondsmaeglerselskab
Denmark
$208K -$451K -26,111 -61%
ASN
296
Advisory Services Network
Georgia
$206K +$281K +16,268 New
DIM
297
DC Investments Management
Virginia
$206K
AF
298
Advisornet Financial
Minnesota
$204K +$156K +9,000 +127%
LCM
299
Landscape Capital Management
New Jersey
$200K +$273K +15,793 New
AAS
300
Avantax Advisory Services
Texas
$200K -$65.9K -3,813 -19%

PATH Hedge Fund Activity: Q2 2024 in Review

478 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q2 2024, worth a combined $4.23B — down 41% from $7.21B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of PATH and 76 opened new positions — a net loss of 27 holders — while 147 trimmed existing stakes and 194 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $94.3M. The largest seller was Fidelity Investments, cutting an estimated $96.3M.

  • 478 institutional investors held UiPath (PATH) as of Q2 2024, down from 515 in Q1 2024.
  • Funds reported $4.23B of UiPath stock for Q2 2024, down 41% quarter-over-quarter.
  • 76 funds opened new UiPath positions in Q2 2024 and 103 closed out, a net change of -27 holders.
  • The largest UiPath buyer in Q2 2024 was Pacer Advisors, an estimated $94.3M added.
  • The largest UiPath seller in Q2 2024 was Fidelity Investments, an estimated $96.3M sold.

Based on aggregated 13F filings for Q2 2024.