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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
SPIA
326
Steward Partners Investment Advisory
New York
$40.9K +$29.5K +1,837 +292%
BEI
327
Benjamin Edwards Inc
Missouri
$35K +$5.2K +324 +18%
BCV
328
Banque Cantonale Vaudoise
Switzerland
$33K
SIS
329
Strategic Investment Solutions
Illinois
$32.2K -$16K -1,000 -36%
AAM
330
Advisors Asset Management
Colorado
$31K -$35.3K -2,203 -54%
MCM
331
Manchester Capital Management
Vermont
$29.6K
TSWM
332
Tyler-Stone Wealth Management
Ohio
$28K +$26.9K +1,680 New
BFEC
333
Benjamin F. Edwards & Company
Missouri
$25K -$1.78K -111 -7%
AF
334
Allworth Financial
California
$24.6K -$369 -23 -2%
LC
335
Lindbrook Capital
California
$23K -$2.02K -126 -8%
JWM
336
Janiczek Wealth Management
Colorado
$21.3K
HWA
337
HHM Wealth Advisors
Tennessee
$20.1K
GRP
338
Global Retirement Partners
California
$18.8K +$4.01K +250 +28%
BTI
339
Blue Trust Inc
Georgia
$18K -$232K -14,471 -94%
RTC
340
Riverview Trust Company
Washington
$17.7K
AFG
341
Albion Financial Group
Utah
$16.6K
SSB
342
Sandy Spring Bank
Maryland
$15.6K
POIA
343
Pin Oak Investment Advisors
Texas
$15K
CWM
344
CarsonAllaria Wealth Management
Illinois
$14.9K +$2.76K +172 +24%
C
345
Covestor
United Kingdom
$13K -$112 -7 -0.9%
EBA
346
Eagle Bay Advisors
New York
$11.2K
CFG
347
CKW Financial Group
Hawaii
$10K
PLU
348
Performa Ltd (US)
South Carolina
$9.94K -$401 -25 -4%
AWM
349
Avior Wealth Management
Nebraska
$9.94K +$9.62K +600 New
VF
350
VitalStone Financial
Texas
$9K -$4.46K -278 -40%

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.