UiPath
PATH
515 hedge funds and large institutions have $7.21B invested in UiPath in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 204 increasing their positions, 145 reducing their positions, and 74 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 145
30% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 74
3% more funds holding
Funds holding: 499 → 515 (+16)
10% more call options, than puts
Call options by funds: $295M | Put options by funds: $269M
5.36% less ownership
Funds ownership: 71.4% → 66.04% (-5.4%)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
16% less capital invested
Capital invested by funds: $8.57B → $7.21B (-$1.36B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pictet Asset Management
Carouge,
Switzerland
|
+$148M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$86.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$34.1M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$277M |
| 2 |
Two Sigma Investments
New York
|
-$133M |
| 3 |
Goldman Sachs
New York
|
-$129M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$106M |
| 5 |
Two Sigma Advisers
New York
|
-$85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EC
576
EntryPoint Capital
New York
| – | -$31.4K | -1,264 | Closed |
|
|
CCMW
577
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| – | -$28.8K | -1,160 | Closed |
|
|
RFA
578
Resurgent Financial Advisors
Atlanta,
Georgia
| – | -$25K | -1,006 | Closed |
|
|
MSFP
579
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$24.8K | -1,000 | Closed |
|
|
LCS
580
Levin Capital Strategies
New York
| – | -$21.3K | -857 | Closed |
|
|
CFG
581
CKW Financial Group
Honolulu,
Hawaii
| – | -$15K | -619 | Closed |
|
|
GWS
582
Glassman Wealth Services
Vienna,
Virginia
| – | -$12.8K | -514 | Closed |
|
|
FBIL
583
First Beijing Investment Ltd
Hong Kong
| – | -$11.7K | -471 | Closed |
|
|
JFG
584
Jefferies Financial Group
New York
| – | -$10.2K | -410 | Closed |
|
585
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$8K | -311 | Closed |
|
|
PFA
586
Pathway Financial Advisers
Auburn,
Indiana
| – | -$2.48K | -100 | Closed |
|
|
WL
587
WIT LLC
District Of Columbia,
District of Columbia
| – | -$338K | -14 | Closed |
|
588
AssetMark Inc
Concord,
California
| – | -$199 | -8 | Closed |
|
PATH Hedge Fund Activity: Q1 2024 in Review
515 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q1 2024, worth a combined $7.21B — down 16% from $8.57B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new PATH positions and 74 closed out — a net gain of 22 holders — while 204 added to existing stakes and 145 trimmed.
The largest buyer was Pictet Asset Management, adding an estimated $148M. The largest seller was ARK Investment Management, cutting an estimated $277M.
- 515 institutional investors held UiPath (PATH) as of Q1 2024, up from 499 in Q4 2023.
- Funds reported $7.21B of UiPath stock for Q1 2024, down 16% quarter-over-quarter.
- 96 funds opened new UiPath positions in Q1 2024 and 74 closed out, a net change of +22 holders.
- The largest UiPath buyer in Q1 2024 was Pictet Asset Management, an estimated $148M added.
- The largest UiPath seller in Q1 2024 was ARK Investment Management, an estimated $277M sold.
Based on aggregated 13F filings for Q1 2024.