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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
FHA
301
First Horizon Advisors
Tennessee
$147K -$1.7K -106 -1%
CSC
302
Caldwell Sutter Capital
California
$139K +$135K +8,398 New
CLOS
303
Compagnie Lombard Odier SCmA
Switzerland
$136K
Macquarie Group
304
Macquarie Group
Australia
$126K -$2.29M -142,894 -95%
TRCT
305
Tower Research Capital (TRC)
New York
$125K -$836K -52,100 -87%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$122K +$37.5K +2,340 +47%
OAM
307
Ostrum Asset Management
France
$104K +$100K +6,249 New
AIG
308
American International Group
New York
$102K +$34.9K +2,176 +55%
CMBA
309
C.M. Bidwell & Associates
Hawaii
$101K +$94.5K +5,891 +2,916%
CP
310
Castleview Partners
Texas
$98K +$94.8K +5,912 New
SOW
311
State of Wyoming
Wyoming
$93.4K +$67.4K +4,200 +292%
AF
312
Advisornet Financial
Minnesota
$84.7K +$32.2K +2,010 +65%
GIBU
313
Gulf International Bank (UK)
United Kingdom
$84K +$81.8K +5,100 New
AA
314
Ancora Advisors
Ohio
$83.8K +$79.5K +4,960 +4,960%
AAP
315
Arax Advisory Partners
Colorado
$83.8K +$4.3K +268 +6%
SWM
316
Spire Wealth Management
Virginia
$82.8K +$77K +4,800 +2,400%
GFPC
317
Global Financial Private Client
Florida
$78K +$73.9K +4,610 New
Bank Julius Baer & Co
318
Bank Julius Baer & Co
Switzerland
$76K -$229K -14,268 -76%
CA
319
Clearstead Advisors
Ohio
$61.5K
QC
320
Quent Capital
New York
$53.9K
QCG
321
Quadrant Capital Group
Ohio
$50.4K +$48 +3 +0.1%
HI
322
Harbour Investments
Wisconsin
$47.1K +$34.3K +2,140 +306%
EWA
323
EverSource Wealth Advisors
Alabama
$46.4K -$12.1K -753 -21%
UM
324
UniSuper Management
Australia
$43.1K +$41.7K +2,600 New
OP
325
ORG Partners
Indiana
$41.9K +$40.1K +2,501 New

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.