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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 %
SHIM
376
Stone House Investment Management
Pennsylvania
$2.52K +$2.52K +197 New
QCG
377
Quadrant Capital Group
Ohio
$2.45K -$8.62K -673 -78%
DIP
378
DT Investment Partners
Pennsylvania
$2.07K +$2.07K +162 New
FMTCOCP
379
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
CIA
380
Cape Investment Advisory
Georgia
$1.79K – – –
PWMG
381
Prestige Wealth Management Group
New Jersey
$1.6K +$1.28K +100 +400%
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$1.37K -$1.58K -123 -53%
WIM
383
Westside Investment Management
California
$1.28K – – –
DF
384
Dunhill Financial
United Kingdom
$1.18K – – –
TWC
385
TD Waterhouse Canada
Ontario, Canada
$1.11K -$619 -50 -36%
FFO
386
Fortitude Family Office
Arizona
$1.08K – – –
TFGT
387
TS Financial Group (TSFG)
Illinois
$1K -$1.12K -75 -53%
CAL
388
Capital Advisors Ltd
Ohio
$1K +$329 +28 +49%
AW
389
Avion Wealth
Texas
$1K +$760 +73 +317%
NRG
390
Nemes Rush Group
Michigan
$816 – – –
CJ
391
Caitlin John
Michigan
$677 – – –
WBC
392
West Branch Capital
Massachusetts
$640 – – –
MLA
393
MB, Levis & Associates
Pennsylvania
$640 – – –
MCM
394
MV Capital Management
Maryland
$640 +$640 +50 New
FP
395
Financial Perspectives
Minnesota
$614 – – –
S
396
Sachetta
Massachusetts
$602 -$2.09K -163 -78%
BGAI
397
Bruce G. Allen Investments
Colorado
$538 -$77 -6 -13%
CFO
398
CVA Family Office
Colorado
$538 – – –
ATS
399
Ashton Thomas Securities
New York
$525 +$525 +41 New
RTC
400
Riverview Trust Company
Washington
$512 -$13.2K -1,029 -96%
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