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478 hedge funds and large institutions have $4.23B invested in UiPath in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 194 increasing their positions, 147 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 147

28% more call options, than puts

Call options by funds: $158M | Put options by funds: $123M

2% more ownership

Funds ownership: 66.04%68.04% (+2%)

7% less funds holding

Funds holding: 515478 (-37)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

26% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 103

41% less capital invested

Capital invested by funds: $7.21B → $4.23B (-$2.98B)

Holders
478
Holders Change
-37
Holders Change %
-7.18%
% of All Funds
6.9%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
76
Increased
194
Reduced
147
Closed
103
Calls
$158M
Puts
$123M
Net Calls
+$34.8M
Net Calls Change
+$9.12M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
376
GAMMA Investing
California
$20.2K -$10.6K -613 -28%
BHWM
377
Beaird Harris Wealth Management
Texas
$19K +$25.9K +1,500 New
PS
378
Principal Securities
Iowa
$18.6K -$61.6K -3,563 -71%
CTC
379
Central Trust Company
Missouri
$16.6K -$30.6K -1,770 -57%
GRP
380
Global Retirement Partners
California
$16.4K -$795 -46 -3%
HGERS
381
Householder Group Estate & Retirement Specialist
Arizona
$16K -$16.8K -973 -42%
HWA
382
HHM Wealth Advisors
Tennessee
$15.3K
LIA
383
Lynx Investment Advisory
District of Columbia
$15.2K +$20.7K +1,200 New
CIBC Private Wealth Group
384
CIBC Private Wealth Group
Georgia
$14.2K -$13.5K -782 -41%
RTC
385
Riverview Trust Company
Washington
$13.6K
CTA
386
Colonial Trust Advisors
South Carolina
$13.3K +$1.38K +80 +8%
OCM
387
Orion Capital Management
California
$12.7K
GWM
388
Geneos Wealth Management
Colorado
$12.6K
LC
389
Lindbrook Capital
California
$11.8K -$19K -1,099 -54%
RFG
390
RFP Financial Group
Georgia
$11.1K
QCG
391
Quadrant Capital Group
Ohio
$11K -$27.5K -1,590 -65%
SSB
392
Sandy Spring Bank
Maryland
$10.8K -$5.81K -336 -28%
CI Investments Inc
393
CI Investments Inc
Ontario, Canada
$9K -$1.54K -89 -11%
CWM
394
Cornerstone Wealth Management
Missouri
$8.69K +$11.8K +685 New
EBA
395
Eagle Bay Advisors
New York
$8.6K
MG
396
Mather Group
Illinois
$8.05K +$5.84K +338 +1,988%
BEI
397
Benjamin Edwards Inc
Missouri
$8K -$4.22K -244 -29%
IGWM
398
ICA Group Wealth Management
Colorado
$7.61K -$865 -50 -8%
SAM
399
Smartleaf Asset Management
Massachusetts
$7.52K +$8.84K +511 +623%
JWM
400
Janiczek Wealth Management
Colorado
$7.11K -$12.5K -724 -56%

PATH Hedge Fund Activity: Q2 2024 in Review

478 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q2 2024, worth a combined $4.23B — down 41% from $7.21B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of PATH and 76 opened new positions — a net loss of 27 holders — while 147 trimmed existing stakes and 194 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $94.3M. The largest seller was Fidelity Investments, cutting an estimated $96.3M.

  • 478 institutional investors held UiPath (PATH) as of Q2 2024, down from 515 in Q1 2024.
  • Funds reported $4.23B of UiPath stock for Q2 2024, down 41% quarter-over-quarter.
  • 76 funds opened new UiPath positions in Q2 2024 and 103 closed out, a net change of -27 holders.
  • The largest UiPath buyer in Q2 2024 was Pacer Advisors, an estimated $94.3M added.
  • The largest UiPath seller in Q2 2024 was Fidelity Investments, an estimated $96.3M sold.

Based on aggregated 13F filings for Q2 2024.