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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
CI Investments Inc
351
CI Investments Inc
Ontario, Canada
$9K +$8.18K +510 +3,000%
BIA
352
Bell Investment Advisors
California
$8.98K -$625 -39 -7%
NFSG
353
Newbridge Financial Services Group
Florida
$8.29K +$8.02K +500 New
VNA
354
Valley National Advisers
Pennsylvania
$8K
CWP
355
Concord Wealth Partners
Virginia
$7.09K +$2.55K +159 +59%
BAMF
356
BI Asset Management Fondsmaeglerselskab
Denmark
$7K +$6.3K +393 New
BWS
357
Buck Wealth Strategies
Colorado
$6.63K
SI
358
Stephens Inc
Arkansas
$5.49K -$641 -40 -11%
PFBT
359
Parkside Financial Bank & Trust
Missouri
$4.94K +$257 +16 +6%
NA
360
NewEdge Advisors
Louisiana
$4.56K -$39.6K -2,472 -90%
GWM
361
Geneos Wealth Management
Colorado
$4.36K
GWSG
362
GPS Wealth Strategies Group
Colorado
$3.93K +$3.8K +237 New
Allspring Global Investments
363
Allspring Global Investments
North Carolina
$3.88K
NCM
364
Northwest Capital Management
Oregon
$3.78K +$3.66K +228 New
GWS
365
Glassman Wealth Services
Virginia
$3.75K
IA
366
IFP Advisors
Florida
$3.33K -$35.5K -2,214 -92%
TAM
367
Tucker Asset Management
Colorado
$3.31K +$3.21K +200 New
HFS
368
Hantz Financial Services
Michigan
$3K -$208 -13 -8%
TFGT
369
TS Financial Group (TSFG)
Illinois
$3K +$321 +20 +14%
Loomis, Sayles & Company
370
Loomis, Sayles & Company
Massachusetts
$3K +$3.27K +204 New
LFG
371
Larson Financial Group
Missouri
$2.9K
BLC
372
Brown, Lisle/Cummings
Rhode Island
$2.49K
CTA
373
Colonial Trust Advisors
South Carolina
$2.49K
KTC
374
Kistler-Tiffany Companies
Pennsylvania
$2.3K
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$2.29K +$1.83K +114 +475%

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.