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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
HIM
151
Herald Investment Management
United Kingdom
$1.11M
HSBC Holdings
152
HSBC Holdings
United Kingdom
$1.11M -$2.77M -226,329 -72%
PA
153
Parallel Advisors
California
$1.05M +$10.4K +852 +1%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$1.04M -$154K -12,538 -13%
SA
155
Strategic Advocates
Utah
$1.01M +$828K +67,658 +585%
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$1M
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$997K -$122K -9,970 -11%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$992K +$171K +13,968 +22%
Skandinaviska Enskilda Banken (SEB)
159
Skandinaviska Enskilda Banken (SEB)
Sweden
$979K -$949K -77,522 -50%
KPWS
160
Kestra Private Wealth Services
Texas
$976K +$37.7K +3,075 +4%
AA
161
Altrafin AG
$972K -$5.17K -422 -0.6%
American Century Companies
162
American Century Companies
Missouri
$963K -$437K -35,702 -32%
BHB
163
Bank Hapoalim BM
Israel
$946K -$95.4K -7,788 -10%
Sands Capital Management
164
Sands Capital Management
Virginia
$943K
HighTower Advisors
165
HighTower Advisors
Illinois
$908K -$6.08M -496,802 -88%
Mirae Asset Global Investments
166
Mirae Asset Global Investments
South Korea
$894K -$40.8K -3,333 -5%
LAM
167
LECAP Asset Management
United Kingdom
$877K +$839K +68,517 New
CFM
168
Catalyst Funds Management
Australia
$876K +$837K +68,400 New
TAF
169
Tredje AP-fonden
Sweden
$851K
Wolverine Trading
170
Wolverine Trading
Illinois
$846K -$57K -4,654 -7%
SOW
171
State of Wyoming
Wyoming
$843K +$246K +20,070 +44%
OTPPB
172
Ontario Teachers' Pension Plan Board
Ontario, Canada
$802K +$767K +62,650 New
PTC
173
Petrus Trust Company
Texas
$788K +$753K +61,531 New
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$760K -$94.3M -7,704,852 -99%
Creative Planning
175
Creative Planning
Kansas
$744K +$126K +10,258 +21%

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.