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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
HS
401
Horan Securities
United States
$183 -$465 -29 -73%
BCH
402
Berkshire Capital Holdings
California
$166
MIM
403
Macroview Investment Management
Maryland
$166
VCM
404
Versant Capital Management
Arizona
$166 +$160 +10 New
SIC
405
SJS Investment Consulting
Ohio
$150 +$144 +9 New
DI
406
Disciplined Investments
Oklahoma
$149 +$144 +9 New
CA
407
Crewe Advisors
Utah
$116 +$112 +7 New
AWM
408
Abound Wealth Management
Tennessee
$67 +$64 +4 New
RG
409
Retirement Group
California
$50
TWD
410
True Wealth Design
Ohio
$34 -$19.2K -1,198 -100%
Holocene Advisors
411
Holocene Advisors
New York
-$102M -5,793,594 Closed
Balyasny Asset Management
412
Balyasny Asset Management
Illinois
-$26.6M -1,513,322 Closed
Alyeska Investment Group
413
Alyeska Investment Group
Illinois
-$19.5M -1,108,220 Closed
Arrowstreet Capital
414
Arrowstreet Capital
Massachusetts
-$12.8M -726,404 Closed
HF
415
HRT Financial
New York
-$9.47M -539,603 Closed
Marshall Wace
416
Marshall Wace
United Kingdom
-$7.79M -443,800 Closed
ONGA
417
O'Neil Global Advisors
California
-$6.32M -359,625 Closed
Tudor Investment Corp
418
Tudor Investment Corp
Connecticut
-$5.96M -339,303 Closed
PCM
419
Pathway Capital Management
California
-$5.35M -304,415 Closed
TAC
420
Twenty Acre Capital
Pennsylvania
-$4.16M -237,000 Closed
TC
421
TwinBeech Capital
New York
-$3.56M -202,526 Closed
BCM
422
Bayesian Capital Management
New York
-$3.1M -176,800 Closed
HLA
423
Hamilton Lane Advisors
Pennsylvania
-$2.94M -167,605 Closed
QT
424
Quantbot Technologies
New York
-$2.63M -149,828 Closed
N
425
Natixis
France
-$2.61M -145,835 Closed

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.