PATH icon

UiPath
PATH

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 %
PFBT
351
Parkside Financial Bank & Trust
Missouri
$6.98K +$845 +66 +14%
AIC
352
Archer Investment Corporation
Indiana
$6.4K – – –
WWM
353
Wolff Wiese Magana
California
$6.4K – – –
NFSG
354
Newbridge Financial Services Group
Florida
$6.4K – – –
CWM
355
CarsonAllaria Wealth Management
Illinois
$6.25K -$896 -70 -13%
HIA
356
Harbor Investment Advisory
Maryland
$5.63K – – –
BWL
357
Bogart Wealth LLC
Virginia
$5.12K – – –
KSB
358
Kennebec Savings Bank
Maine
$5.09K +$5.09K +398 New
HGERS
359
Householder Group Estate & Retirement Specialist
Arizona
$5K -$10.7K -903 -68%
FAF
360
Fjarde Ap-fonden
Sweden
$5K +$5K +400 New
MA
361
MCF Advisors
Kentucky
$4.61K +$3.33K +260 +260%
AAP
362
Arax Advisory Partners
Colorado
$4.57K +$4.57K +357 New
IWP
363
IAG Wealth Partners
Wisconsin
$4.48K – – –
GWM
364
Geneos Wealth Management
Colorado
$3.88K -$8.88K -694 -70%
BLC
365
Brown, Lisle/Cummings
Rhode Island
$3.84K – – –
MCI
366
MRP Capital Investments
Georgia
$3.84K +$3.84K +300 New
BIA
367
Bell Investment Advisors
California
$3.06K -$2.8K -219 -48%
IA
368
IFP Advisors
Florida
$2.89K -$371 -29 -11%
CA
369
CoreCap Advisors
Michigan
$2.8K – – –
TAM
370
Tucker Asset Management
Colorado
$2.69K – – –
CMBA
371
C.M. Bidwell & Associates
Hawaii
$2.59K -$45.1K -3,526 -95%
SIC
372
Salem Investment Counselors
North Carolina
$2.56K – – –
SIS
373
Sound Income Strategies
Florida
$2.56K – – –
FAM
374
Flaharty Asset Management
Florida
$2.56K +$2.56K +200 New
BMC
375
Bear Mountain Capital
Washington
$2.55K +$2.55K +198 New
13 14
15
16 17