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UiPath
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Overview Fund Activity

474 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, 192 increasing their positions, 146 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-34
Holders Change %
-6.69%
% of All Funds
6.89%
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
192
Reduced
146
Closed
100
Calls
$158M
Puts
$123M
Net Calls
+$34.8M
Net Calls Change
+$9.12M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$69.2M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$50.9M
3
TAM
TFG Asset Management
Cayman Islands
$76.1M
4
SM
Senvest Management
New York
$118M
5
Vanguard Group
Vanguard Group
Pennsylvania
$544M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$221M
2
Alkeon Capital Management
Alkeon Capital Management
New York
$51.5M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$928K
4
Norges Bank
Norges Bank
Norway
$13.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MLA
451
MB, Levis & Associates
Pennsylvania
$634 – – –
WBC
452
West Branch Capital
Massachusetts
$634 – – –
CSWM
453
Cassady Schiller Wealth Management
Ohio
$634 – – –
AWM
454
Abound Wealth Management
Tennessee
$622 -$51 -4 -8%
FP
455
Financial Perspectives
Minnesota
$609 – – –
BGAI
456
Bruce G. Allen Investments
Colorado
$609 – – –
CWP
457
Concord Wealth Partners
Virginia
$533 – – –
CFO
458
CVA Family Office
Colorado
$533 +$533 +42 New
NRG
459
Nemes Rush Group
Michigan
$456 – – –
DPW
460
DiNuzzo Private Wealth
Pennsylvania
$343 +$330 +26 +2,600%
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$330 +$25 +2 +8%
PWMG
462
Prestige Wealth Management Group
New Jersey
$317 – – –
DJSG
463
D.J. St. Germain
Massachusetts
$254 – – –
TWD
464
True Wealth Design
Ohio
$254 +$178 +14 +233%
PPA
465
Painted Porch Advisors
California
$178 +$178 +14 New
SIC
466
SJS Investment Consulting
Ohio
$165 +$140 +11 +550%
VCM
467
Versant Capital Management
Arizona
$127 -$152 -12 -55%
AA
468
Addison Advisors
Vermont
$102 – – –
FGAM
469
Financial Gravity Asset Management
Texas
$76 +$76 +6 New
ACM
470
Anfield Capital Management
California
$51 +$51 +4 New
1IA
471
1620 Investment Advisors
Massachusetts
$25 +$25 +2 New
GI
472
Gradient Investments
Minnesota
$13 +$13 +1 New
Point72 Asset Management
473
Point72 Asset Management
Connecticut
– -$30.9M -1,365,049 Closed
Los Angeles Capital Management
474
Los Angeles Capital Management
California
– -$22.5M -992,574 Closed
Qube Research & Technologies (QRT)
475
Qube Research & Technologies (QRT)
United Kingdom
– -$14.5M -638,016 Closed
17 18
19
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