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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
NA
301
NewEdge Advisors
Louisiana
$197K -$112K -6,501 -29%
LBWM
302
Left Brain Wealth Management
Illinois
$195K -$24.2K -1,400 -8%
AFG
303
Atomi Financial Group
New York
$184K -$20.1K -1,162 -7%
DC
304
Diametric Capital
Massachusetts
$184K +$251K +14,491 New
Parallax Volatility Advisers
305
Parallax Volatility Advisers
California
$183K -$295K -17,037 -54%
Aviva
306
Aviva
United Kingdom
$181K -$1.33M -76,760 -84%
Neuberger Berman Group
307
Neuberger Berman Group
New York
$178K -$91.9K -5,316 -27%
EH
308
Equitable Holdings
New York
$175K -$93K -5,376 -28%
IIM
309
INTECH Investment Management
Florida
$174K -$1.45K -84 -0.6%
CIBC Asset Management
310
CIBC Asset Management
Ontario, Canada
$172K +$54.9K +3,177 +31%
Franklin Resources
311
Franklin Resources
California
$172K +$66.4K +3,841 +40%
CC
312
Centiva Capital
New York
$172K -$1.04M -59,939 -82%
TSS
313
Two Sigma Securities
New York
$170K -$142K -8,218 -38%
QT
314
Quantbot Technologies
New York
$168K +$229K +13,250 New
CB
315
Commerce Bank
Missouri
$164K +$46.7K +2,702 +26%
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$164K +$215K +12,422 New
DTL
317
Dynamic Technology Lab
Singapore
$161K +$66.6K +3,853 +44%
QPBE
318
Quintet Private Bank (Europe)
Luxembourg
$160K -$270K -15,634 -59%
Prudential Financial
319
Prudential Financial
New Jersey
$157K -$2.43M -140,540 -92%
AP
320
Adero Partners
California
$154K +$173 +10 +0.1%
SA
321
Strategic Advocates
Utah
$147K +$200K +11,563 New
BMSSC
322
B. Metzler seel. Sohn & Co
Germany
$145K +$6.47K +374 +3%
PIA
323
Powell Investment Advisors
Florida
$144K +$15.6K +900 +9%
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$141K -$133K -7,700 -41%
MML Investors Services
325
MML Investors Services
Massachusetts
$140K -$534K -30,910 -74%

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.