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UiPath
PATH

417 hedge funds and large institutions have $5.75B invested in UiPath in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 148 increasing their positions, 142 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $132M | Put options by funds: $75.7M

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

1% more funds holding

Funds holding: 411 → 417 (+6)

4% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 142

3% more capital invested

Capital invested by funds: $5.59B → $5.75B (+$168M)

1.04% less ownership

Funds ownership: 70.41% → 69.37% (-1%)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
6.62%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
58
Increased
148
Reduced
142
Closed
49
Calls
$132M
Puts
$75.7M
Net Calls
+$56.4M
Net Calls Change
+$20.8M

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$66.5M
2
Two Sigma Investments
Two Sigma Investments
New York
+$47.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$44.5M
4
Morgan Stanley
Morgan Stanley
New York
+$26.8M
5
GT
Glenmede Trust
Pennsylvania
+$25.3M

Top Sellers

1
Alkeon Capital Management
Alkeon Capital Management
New York
-$78.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$65.1M
3
Millennium Management
Millennium Management
New York
-$32.4M
4
AGFIA
Accel Growth Fund IV Associates
California
-$22.3M
5
AIM
ARK Investment Management
Florida
-$15.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
451
Castleview Partners
Texas
– -$98K -5,912 Closed
AFG
452
Albion Financial Group
Utah
– -$16.6K -1,000 Closed
POIA
453
Pin Oak Investment Advisors
Texas
– -$15K -892 Closed
AWM
454
Avior Wealth Management
Nebraska
– -$9.94K -600 Closed
BBHC
455
Brown Brothers Harriman & Co
New York
– -$1.51K -91 Closed
CWA
456
Clearview Wealth Advisors
Oregon
– -$1.24K -75 Closed
PAI
457
Pittenger & Anderson Inc
Nebraska
– -$995 -60 Closed
TPCW
458
TD Private Client Wealth
New York
– -$911 -55 Closed
IGWM
459
ICA Group Wealth Management
Colorado
– -$829 -50 Closed
PTC
460
Private Trust Company
Ohio
– -$348 -21 Closed
HS
461
Horan Securities
United States
– -$183 -11 Closed
MIM
462
Macroview Investment Management
Maryland
– -$166 -10 Closed
DI
463
Disciplined Investments
Oklahoma
– -$149 -9 Closed
AW
464
Avion Wealth
Texas
– +$500 +30 New
Lazard Asset Management
465
Lazard Asset Management
New York
– +$516 +31 New
SFG
466
Steward Financial Group
Texas
– +$649 +39 New
15 16 17 18
19

PATH Hedge Fund Activity: Q3 2023 in Review

417 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q3 2023, worth a combined $5.75B — up 3% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PATH positions and 49 closed out — a net gain of 9 holders — while 148 added to existing stakes and 142 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $66.5M. The largest seller was Alkeon Capital Management, cutting an estimated $78.1M.

  • 417 institutional investors held UiPath (PATH) as of Q3 2023, up from 411 in Q2 2023.
  • Funds reported $5.75B of UiPath stock for Q3 2023, up 3% quarter-over-quarter.
  • 58 funds opened new UiPath positions in Q3 2023 and 49 closed out, a net change of +9 holders.
  • The largest UiPath buyer in Q3 2023 was Two Sigma Advisers, an estimated $66.5M added.
  • The largest UiPath seller in Q3 2023 was Alkeon Capital Management, an estimated $78.1M sold.

Based on aggregated 13F filings for Q3 2023.