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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
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$2.92K +$1K +58 +34%
CIM
427
Contravisory Investment Management
Massachusetts
$2.92K +$3.98K +230 New
CA
428
CoreCap Advisors
Michigan
$2.78K
TAM
429
Tucker Asset Management
Colorado
$2.66K +$865 +50 +31%
SIC
430
Salem Investment Counselors
North Carolina
$2.54K -$3.46K -200 -50%
SIS
431
Sound Income Strategies
Florida
$2.54K +$3.46K +200 New
S
432
Sachetta
Massachusetts
$2.53K +$2.82K +163 +347%
WIA
433
Wetzel Investment Advisors
Indiana
$2.27K
FMTCOCP
434
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
TFGT
435
TS Financial Group (TSFG)
Illinois
$2K
TWC
436
TD Waterhouse Canada
Ontario, Canada
$1.81K -$2.47M -142,858 -100%
CIA
437
Cape Investment Advisory
Georgia
$1.77K
OP
438
ORG Partners
Indiana
$1.64K -$19.2K -1,112 -90%
PWMG
439
Private Wealth Management Group
New Jersey
$1.55K -$1.09K -63 -34%
IC
440
Innealta Capital
Texas
$1.55K +$2.11K +122 New
HNB
441
Huntington National Bank
Ohio
$1.47K -$2.4K -139 -55%
TFA
442
Toth Financial Advisory
Virginia
$1.28K
Jones Financial Companies
443
Jones Financial Companies
Missouri
$1.27K +$329 +19 +23%
WIM
444
Westside Investment Management
California
$1.27K +$968 +56 +127%
FLPIM
445
F.L. Putnam Investment Management
Massachusetts
$1.27K +$1.73K +100 New
MA
446
MCF Advisors
Kentucky
$1.27K +$1.73K +100 New
W
447
WealthCollab
Washington
$1.24K
DF
448
Dunhill Financial
United Kingdom
$1.17K
FFO
449
Fortitude Family Office
Arizona
$1.06K
CAL
450
Capital Advisors Ltd
Ohio
$1K +$467 +27 +90%

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.