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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
BAAM
376
Baker Avenue Asset Management
California
$2.25K -$273 -17 -11%
FFA
377
Farther Finance Advisors
California
$2.14K -$35.7K -2,225 -95%
HIIFS
378
Harel Insurance Investments & Financial Services
Israel
$2K +$2.41K +150 New
NSG
379
Nalls Sherbakoff Group
Tennessee
$1.79K
TFA
380
Toth Financial Advisory
Virginia
$1.67K
PP
381
PFS Partners
New Jersey
$1.66K
Fifth Third Bancorp
382
Fifth Third Bancorp
Ohio
$1.57K +$1.52K +95 New
BBHC
383
Brown Brothers Harriman & Co
New York
$1.51K
SWA
384
Sutton Wealth Advisors
Florida
$1.43K
CWA
385
Clearview Wealth Advisors
Oregon
$1.24K
PAI
386
Pittenger & Anderson Inc
Nebraska
$995 +$962 +60 New
SS
387
Sunbelt Securities
Texas
$928
RA
388
Rise Advisors
New York
$911
TPCW
389
TD Private Client Wealth
New York
$911
IGWM
390
ICA Group Wealth Management
Colorado
$829
MLA
391
MB, Levis & Associates
Pennsylvania
$829
TCM
392
Tradewinds Capital Management
Washington
$829
WBC
393
West Branch Capital
Massachusetts
$829
FP
394
Financial Perspectives
Minnesota
$795
NRG
395
Nemes Rush Group
Michigan
$597 +$577 +36 New
HNB
396
Huntington National Bank
Ohio
$547 -$128 -8 -20%
MCA
397
Maryland Capital Advisors
Maryland
$498 +$481 +30 New
JWA
398
JFS Wealth Advisors
Pennsylvania
$348 +$337 +21 New
PTC
399
Private Trust Company
Ohio
$348 +$337 +21 New
DJSG
400
D.J. St. Germain
Massachusetts
$331 +$321 +20 New

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.