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UiPath

420 hedge funds and large institutions have $3.84B invested in UiPath in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 132 increasing their positions, 151 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

3.9% less ownership

Funds ownership: 68.04%64.14% (-3.9%)

9% less capital invested

Capital invested by funds: $4.23B → $3.84B (-$394M)

12% less funds holding

Funds holding: 478420 (-58)

13% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 151

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

42% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 126

Holders
420
Holders Change
-58
Holders Change %
-12.13%
% of All Funds
6.03%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
73
Increased
132
Reduced
151
Closed
126
Calls
$151M
Puts
$112M
Net Calls
+$39.4M
Net Calls Change
+$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
126
Pathstone Holdings
New Jersey
$1.97M +$140K +11,427 +8%
AllianceBernstein
127
AllianceBernstein
Tennessee
$1.94M +$16.2K +1,325 +0.9%
Cerity Partners
128
Cerity Partners
New York
$1.88M +$1.51M +123,380 +525%
CC
129
Centiva Capital
New York
$1.86M +$1.61M +131,529 +970%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$1.85M +$1.47M +120,396 +492%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$1.82M -$356K -29,098 -17%
SG Americas Securities
132
SG Americas Securities
New York
$1.72M +$1.13M +92,659 +221%
LSA
133
Leonteq Securities AG
Switzerland
$1.66M +$205K +16,735 +15%
ET
134
Entropy Technologies
New York
$1.65M -$792K -64,719 -33%
ASRS
135
Arizona State Retirement System
Arizona
$1.63M +$83K +6,775 +6%
Vontobel Holding
136
Vontobel Holding
Switzerland
$1.55M +$3.02K +247 +0.2%
IMC Chicago
137
IMC Chicago
Illinois
$1.55M -$61.6K -5,034 -4%
BPA
138
Beacon Pointe Advisors
California
$1.49M +$8.55K +698 +0.6%
YIH
139
Y-Intercept (HK)
Hong Kong
$1.48M +$1.42M +115,868 New
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.46M +$32.6K +2,661 +2%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$1.44M +$1.15M +94,331 +528%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$1.36M -$13.6K -1,110 -1%
OQS
143
Occudo Quantitative Strategies
Florida
$1.34M +$1.29M +104,962 New
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$1.34M +$192K +15,698 +18%
QT
145
Quantbot Technologies
New York
$1.3M +$1.08M +88,468 +668%
BCM
146
Bayesian Capital Management
New York
$1.3M +$1.25M +101,700 New
SEI Investments
147
SEI Investments
Pennsylvania
$1.3M +$278K +22,737 +29%
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$1.22M +$728K +59,435 +165%
AIM
149
Achmea Investment Management
Netherlands
$1.17M +$582K +47,534 +109%
Walleye Trading
150
Walleye Trading
New York
$1.14M -$440K -35,902 -29%

PATH Hedge Fund Activity: Q3 2024 in Review

420 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q3 2024, worth a combined $3.84B — down 9.3% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of PATH and 73 opened new positions — a net loss of 53 holders — while 151 trimmed existing stakes and 132 added.

The largest buyer was JP Morgan Chase, adding an estimated $42.3M. The largest seller was Fidelity Investments, cutting an estimated $213M.

  • 420 institutional investors held UiPath (PATH) as of Q3 2024, down from 478 in Q2 2024.
  • Funds reported $3.84B of UiPath stock for Q3 2024, down 9.3% quarter-over-quarter.
  • 73 funds opened new UiPath positions in Q3 2024 and 126 closed out, a net change of -53 holders.
  • The largest UiPath buyer in Q3 2024 was JP Morgan Chase, an estimated $42.3M added.
  • The largest UiPath seller in Q3 2024 was Fidelity Investments, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2024.