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411 hedge funds and large institutions have $5.59B invested in UiPath in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 144 increasing their positions, 90 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 68

60% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 90

55% more call options, than puts

Call options by funds: $100M | Put options by funds: $64.8M

15% more funds holding

Funds holding: 357411 (+54)

3.01% more ownership

Funds ownership: 67.39%70.41% (+3%)

0% more capital invested

Capital invested by funds: $5.56B → $5.59B (+$21.6M)

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
411
Holders Change
+54
Holders Change %
+15.13%
% of All Funds
6.45%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
124
Increased
144
Reduced
90
Closed
68
Calls
$100M
Puts
$64.8M
Net Calls
+$35.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
151
Highland Capital Management (Tennessee)
Tennessee
$1.1M +$1.06M +66,097 New
TAF
152
Tredje AP-fonden
Sweden
$1.08M +$1.04M +65,159 New
URS
153
Utah Retirement Systems
Utah
$1.07M -$763K -47,562 -42%
Wellington Management Group
154
Wellington Management Group
Massachusetts
$1.04M +$114K +7,120 +13%
AA
155
ALPS Advisors
Colorado
$1.04M -$124K -7,730 -11%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$1.02M +$413K +25,752 +72%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$1.01M +$981K +61,157 New
US Bancorp
158
US Bancorp
Minnesota
$1.01M -$86.5K -5,396 -8%
DFCM
159
Dark Forest Capital Management
Puerto Rico
$1M +$972K +60,595 New
BSB
160
Bangor Savings Bank
Maine
$1M +$969K +60,432 +109,876%
DTL
161
Dynamic Technology Lab
Singapore
$1M -$1.77M -110,170 -65%
KOC
162
Koss-Olinger Consulting
Florida
$994K -$321K -20,000 -25%
HCM
163
Horrell Capital Management
Arkansas
$994K
RJA
164
Raymond James & Associates
Florida
$982K +$610K +38,019 +179%
CSS
165
Cubist Systematic Strategies
Connecticut
$982K -$14.8M -920,109 -94%
CAM
166
Cresset Asset Management
Illinois
$967K +$936K +58,347 New
GJIA
167
Glass Jacobson Investment Advisors
Maryland
$952K +$921K +57,445 New
CAM
168
ClariVest Asset Management
California
$950K +$920K +57,347 New
VAG
169
VisionPoint Advisory Group
Texas
$902K +$873K +54,433 New
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$875K +$169K +10,519 +25%
Mariner
171
Mariner
Kansas
$869K +$167K +10,390 +25%
VI
172
Versor Investments
New York
$859K +$832K +51,857 New
CA
173
Continuum Advisory
Idaho
$827K +$801K +49,933 New
FAF
174
Fjarde Ap-fonden
Sweden
$827K +$800K +49,900 New
GT
175
Glenmede Trust
Pennsylvania
$815K

PATH Hedge Fund Activity: Q2 2023 in Review

411 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q2 2023, worth a combined $5.59B — up 0.39% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PATH positions and 68 closed out — a net gain of 56 holders — while 144 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock, adding an estimated $91.1M. The largest seller was Holocene Advisors, exiting entirely with an estimated $102M sold.

  • 411 institutional investors held UiPath (PATH) as of Q2 2023, up from 357 in Q1 2023.
  • Funds reported $5.59B of UiPath stock for Q2 2023, up 0.39% quarter-over-quarter.
  • 124 funds opened new UiPath positions in Q2 2023 and 68 closed out, a net change of +56 holders.
  • The largest UiPath buyer in Q2 2023 was BlackRock, an estimated $91.1M added.
  • The largest UiPath seller in Q2 2023 was Holocene Advisors, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2023.