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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
Ameriprise
101
Ameriprise
Minnesota
$3.12M -$2.08M -120,473 -33%
PIWA
102
Prevail Innovative Wealth Advisors
Kansas
$3.05M +$2.51M +144,945 +152%
CG
103
Circumference Group
Arkansas
$3.04M +$4.15M +240,000 New
HCM
104
Horrell Capital Management
Arkansas
$3.04M +$4.15M +240,000 New
SPA
105
Sherbrooke Park Advisers
New York
$2.98M +$2.68M +155,043 +194%
RJA
106
Raymond James & Associates
Florida
$2.92M +$1.14M +66,114 +40%
GIS
107
Graphene Investments SAS
France
$2.91M +$1.73M +100,000 +77%
NICM
108
Neo Ivy Capital Management
New York
$2.9M +$3.96M +228,752 New
Russell Investments Group
109
Russell Investments Group
United Kingdom
$2.77M +$2.47M +142,862 +188%
EAM
110
Erste Asset Management
Austria
$2.66M -$2.7M -156,397 -43%
AAF
111
Andra AP-fonden
Sweden
$2.59M -$329K -19,000 -9%
Group One Trading
112
Group One Trading
Illinois
$2.56M +$1.25M +72,413 +56%
SV
113
Sapphire Ventures
Texas
$2.54M
Mitsubishi UFJ Trust & Banking
114
Mitsubishi UFJ Trust & Banking
Japan
$2.53M -$561K -32,451 -14%
BF
115
BOK Financial
Oklahoma
$2.52M -$40.3K -2,331 -1%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$2.52M +$78.7K +4,550 +2%
ECM
117
ExodusPoint Capital Management
New York
$2.46M +$3.36M +194,417 New
Verition Fund Management
118
Verition Fund Management
Connecticut
$2.45M +$2.32M +134,423 +228%
ET
119
Entropy Technologies
New York
$2.45M +$2.32M +134,356 +228%
OC
120
Oppenheimer & Co
New York
$2.36M -$240K -13,887 -7%
Acadian Asset Management
121
Acadian Asset Management
Massachusetts
$2.33M +$2.39M +138,101 +302%
QC
122
Quadrature Capital
United Kingdom
$2.31M +$1.18M +68,076 +59%
IPW
123
Invictus Private Wealth
Colorado
$2.23M -$14M -807,256 -82%
GS
124
GTS Securities
New York
$2.22M +$1.6M +92,436 +112%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$2.2M +$682K +39,446 +29%

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.