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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
SC
201
Savant Capital
Illinois
$496K -$276K -22,527 -37%
N
202
Natixis
France
$482K +$461K +37,625 New
Principal Financial Group
203
Principal Financial Group
Iowa
$470K +$42.6K +3,477 +10%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$466K -$213M -17,420,860 -100%
Pacer Advisors
205
Pacer Advisors
Pennsylvania
$464K -$66.4M -5,419,581 -99%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$464K +$152K +12,402 +52%
DB
207
Danske Bank
Denmark
$451K -$1.51M -123,189 -78%
BEI
208
Benjamin Edwards Inc
Missouri
$445K +$419K +34,200 +5,607%
GAA
209
Green Alpha Advisors
Colorado
$431K +$51.7K +4,226 +14%
HWAM
210
Hennion & Walsh Asset Management
New Jersey
$417K -$10.8K -879 -3%
Wealthfront Advisers
211
Wealthfront Advisers
California
$416K -$13.8K -1,130 -3%
Mariner
212
Mariner
Kansas
$413K -$250K -20,405 -39%
M&T Bank
213
M&T Bank
New York
$407K +$146K +11,940 +60%
CF
214
Centaurus Financial
California
$387K +$2.45K +200 +0.7%
BTI
215
Blue Trust Inc
Georgia
$381K +$98.4K +8,039 +36%
Comerica Bank
216
Comerica Bank
Texas
$376K -$63.7K -5,202 -15%
CAM
217
Cresset Asset Management
Illinois
$371K -$214K -17,495 -38%
Focus Partners Wealth
218
Focus Partners Wealth
Massachusetts
$365K +$346K +28,243 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$364K -$8M -653,623 -96%
PCM
220
Princeton Capital Management
New Jersey
$357K +$62K +5,064 +22%
A
221
AlphaQuest
New York
$355K +$219K +17,893 +181%
ACS
222
Archford Capital Strategies
Illinois
$352K +$3.23K +264 +1%
AB
223
Amalgamated Bank
New York
$350K +$22.2K +1,811 +7%
SW
224
SteelPeak Wealth
California
$349K -$74.6K -6,093 -18%
TAM
225
Titleist Asset Management
Texas
$346K +$5.78K +472 +2%

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.