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357 hedge funds and large institutions have $5.56B invested in UiPath in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 135 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $109M | Put options by funds: $36.3M

73% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 40

42% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 95

40% more capital invested

Capital invested by funds: $3.97B → $5.56B (+$1.6B)

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

6% more funds holding

Funds holding: 336357 (+21)

0.92% more ownership

Funds ownership: 66.47%67.39% (+0.92%)

Holders
357
Holders Change
+21
Holders Change %
+6.25%
% of All Funds
5.69%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.37%
New
69
Increased
135
Reduced
95
Closed
40
Calls
$109M
Puts
$36.3M
Net Calls
+$73M
Net Calls Change
+$56.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
351
Huntington National Bank
Ohio
$720 +$272 +18 +78%
HS
352
Horan Securities
United States
$710
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$421
MIM
354
Macroview Investment Management
Maryland
$176
BCH
355
Berkshire Capital Holdings
California
$176 +$151 +10 New
GFWA
356
Grey Fox Wealth Advisors
Delaware
$88 +$76 +5 New
IVMX
357
Institutional Venture Management XVI
California
-$27.9M -2,193,571 Closed
HIG
358
Herr Investment Group
Texas
-$16.7M -1,316,983 Closed
MCAV
359
Meritech Capital Associates VI
California
-$10.9M -854,320 Closed
SLG
360
Silver Lake Group
California
-$10.2M -802,880 Closed
Point72 Asset Management
361
Point72 Asset Management
Connecticut
-$10.1M -796,725 Closed
FCC
362
Founders Circle Capital
California
-$5.14M -404,540 Closed
SCM
363
Segantii Capital Management
Hong Kong
-$5.08M -400,000 Closed
Capital Research Global Investors
364
Capital Research Global Investors
California
-$4.13M -325,000 Closed
AM
365
AGF Management
Ontario, Canada
-$3.71M -291,927 Closed
SCM
366
Saba Capital Management
New York
-$2.14M -168,360 Closed
OPFM
367
Optimus Prime Fund Management
Cayman Islands
-$1.91M -150,640 Closed
Walleye Capital
368
Walleye Capital
New York
-$2.13M -140,718 Closed
HCMT
369
Highland Capital Management (Tennessee)
Tennessee
-$1.41M -110,700 Closed
PI
370
PEAK6 Investments
Illinois
-$1.48M -97,625 Closed
QC
371
Quaero Capital
Switzerland
-$748K -58,849 Closed
HFA
372
Harbert Fund Advisors
Alabama
-$683K -53,711 Closed
WP
373
Woodline Partners
California
-$381K -29,948 Closed
BOCH
374
Blue Owl Capital Holdings
New York
-$312K -24,582 Closed
GTCM
375
Gyon Technologies Capital Management
New Jersey
-$269K -21,132 Closed

PATH Hedge Fund Activity: Q1 2023 in Review

357 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q1 2023, worth a combined $5.56B — up 40% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PATH positions and 40 closed out — a net gain of 29 holders — while 135 added to existing stakes and 95 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $72.4M. The largest seller was SC US (TTGP), cutting an estimated $65.2M.

  • 357 institutional investors held UiPath (PATH) as of Q1 2023, up from 336 in Q4 2022.
  • Funds reported $5.56B of UiPath stock for Q1 2023, up 40% quarter-over-quarter.
  • 69 funds opened new UiPath positions in Q1 2023 and 40 closed out, a net change of +29 holders.
  • The largest UiPath buyer in Q1 2023 was Holocene Advisors, an estimated $72.4M added.
  • The largest UiPath seller in Q1 2023 was SC US (TTGP), an estimated $65.2M sold.

Based on aggregated 13F filings for Q1 2023.