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UiPath
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Overview Fund Activity

414 hedge funds and large institutions have $3.81B invested in UiPath in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 131 increasing their positions, 147 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-60
Holders Change %
-12.66%
% of All Funds
5.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
72
Increased
131
Reduced
147
Closed
126
Calls
$151M
Puts
$112M
Net Calls
+$39.2M
Net Calls Change
+$4.48M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$57.8M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$51.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$590M
4
AQR Capital Management
AQR Capital Management
Connecticut
$58.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$30.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$466K
2
AIM
ARK Investment Management
Florida
$268M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$760K
4
Pacer Advisors
Pacer Advisors
Pennsylvania
$464K
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
326
Spire Wealth Management
Virginia
$20.7K -$37.6K -2,940 -65%
PS
327
Principal Securities
Iowa
$20.4K +$1.6K +125 +9%
C
328
Covestor
United Kingdom
$19K -$86.9K -6,483 -82%
GI
329
GAMMA Investing
California
$17.1K -$3.25K -254 -16%
CI Investments Inc
330
CI Investments Inc
Ontario, Canada
$17K +$7.72K +598 +83%
SAM
331
Smartleaf Asset Management
Massachusetts
$16.7K +$9.08K +709 +120%
GRP
332
Global Retirement Partners
California
$16.6K +$51 +4 +0.3%
WSFS
333
Wilmington Savings Fund Society
Delaware
$15.8K +$15.8K +1,236 New
EWA
334
EverSource Wealth Advisors
Alabama
$15.8K -$31.3K -2,444 -66%
HWA
335
HHM Wealth Advisors
Tennessee
$15.5K – – –
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$14.9K +$768 +60 +5%
AA
337
Ancora Advisors
Ohio
$14.7K -$51.2K -4,000 -78%
CTA
338
Colonial Trust Advisors
South Carolina
$14.4K +$1.02K +80 +8%
BIG
339
Brooklyn Investment Group
New York
$13.9K +$13.9K +1,088 New
CAS
340
Coppell Advisory Solutions
Texas
$12.8K +$12.8K +1,000 New
CTC
341
Central Trust Company
Missouri
$12.3K -$4.48K -350 -27%
SSB
342
Sandy Spring Bank
Maryland
$10.9K – – –
MHR
343
Matthew Hamilton Rosenberg
$10.5K +$10.5K +819 New
TRCT
344
Tower Research Capital (TRC)
New York
$9.61K -$739K -57,719 -99%
EBA
345
Eagle Bay Advisors
New York
$8.68K – – –
HNB
346
Huntington National Bank
Ohio
$8.14K +$6.66K +520 +448%
BCV
347
Banque Cantonale Vaudoise
Switzerland
$8K -$357K -26,199 -98%
GM
348
GeoWealth Management
Illinois
$7.82K +$7.82K +611 New
IAIM
349
International Assets Investment Management
Florida
$7.12K +$6.52K +83,507 +1,104%
NS
350
NBC Securities
Alabama
$7K – – –
12 13
14
15 16