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UiPath
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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 %
OAM
501
Ostrum Asset Management
France
– -$56.2K -4,434 Closed
TSWM
502
Tyler-Stone Wealth Management
Ohio
– -$49.1K -3,870 Closed
National Bank of Canada
503
National Bank of Canada
Quebec, Canada
– -$45K -3,495 Closed
RWMG
504
Redwood Wealth Management Group
New Jersey
– -$43.5K -3,429 Closed
BHWM
505
Beaird Harris Wealth Management
Texas
– -$19K -1,500 Closed
LIA
506
Lynx Investment Advisory
District of Columbia
– -$15.2K -1,200 Closed
OCM
507
Orion Capital Management
California
– -$12.7K -1,000 Closed
RFG
508
RFP Financial Group
Georgia
– -$11.1K -875 Closed
CWM
509
Cornerstone Wealth Management
Missouri
– -$8.69K -685 Closed
CFD
510
Creative Financial Designs
Indiana
– -$6.34K -500 Closed
LB
511
Legacy Bridge
Iowa
– -$6.34K -500 Closed
FIA
512
FNY Investment Advisers
New York
– -$6K -500 Closed
AP
513
Aspect Partners
Virginia
– -$6.34K -500 Closed
UIA
514
Ulland Investment Advisors
Minnesota
– -$6K -500 Closed
ACA
515
Atlas Capital Advisors
Wyoming
– -$5.07K -400 Closed
MG
516
Mather Group
Illinois
– -$8.05K -355 Closed
WWP
517
WR Wealth Planners
Missouri
– -$3.8K -300 Closed
ZB
518
Zions Bancorporation
Utah
– -$3.72K -293 Closed
RAM
519
Riggs Asset Management
Pennsylvania
– -$3.48K -274 Closed
AT
520
Arlington Trust
Alabama
– -$3.34K -263 Closed
OPTFSNA
521
Old Point Trust & Financial Services N A
Virginia
– -$3.17K -250 Closed
CIM
522
Contravisory Investment Management
Massachusetts
– -$2.92K -230 Closed
PWMG
523
Private Wealth Management Group
New Jersey
– -$1.55K -122 Closed
IC
524
Innealta Capital
Texas
– -$1.55K -122 Closed
TFA
525
Toth Financial Advisory
Virginia
– -$1.28K -101 Closed
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