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UiPath
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Overview Fund Activity

414 hedge funds and large institutions have $3.81B invested in UiPath in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 131 increasing their positions, 147 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-60
Holders Change %
-12.66%
% of All Funds
5.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
72
Increased
131
Reduced
147
Closed
126
Calls
$151M
Puts
$112M
Net Calls
+$39.2M
Net Calls Change
+$4.48M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$57.8M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$51.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$590M
4
AQR Capital Management
AQR Capital Management
Connecticut
$58.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$30.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$466K
2
AIM
ARK Investment Management
Florida
$268M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$760K
4
Pacer Advisors
Pacer Advisors
Pennsylvania
$464K
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
201
Pacer Advisors
Pennsylvania
$464K -$69.4M -5,419,581 -99%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$464K +$159K +12,402 +52%
BEI
203
Benjamin Edwards Inc
Missouri
$445K +$438K +34,200 +5,607%
GAA
204
Green Alpha Advisors
Colorado
$431K +$54.1K +4,226 +14%
HWAM
205
Hennion & Walsh Asset Management
New Jersey
$417K -$11.3K -879 -3%
Wealthfront Advisers
206
Wealthfront Advisers
California
$416K -$14.5K -1,130 -3%
Mariner
207
Mariner
Kansas
$413K -$261K -20,405 -39%
M&T Bank
208
M&T Bank
New York
$407K +$153K +11,940 +60%
CF
209
Centaurus Financial
California
$387K +$2.56K +200 +0.7%
BTI
210
Blue Trust Inc
Georgia
$381K +$102K +8,039 +36%
Comerica Bank
211
Comerica Bank
Texas
$376K -$66.6K -5,202 -15%
CAM
212
Cresset Asset Management
Illinois
$371K -$224K -17,495 -38%
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$365K +$365K +28,243 New
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$364K -$8.37M -653,623 -96%
PCM
215
Princeton Capital Management
New Jersey
$357K +$64.8K +5,064 +22%
A
216
AlphaQuest
New York
$355K +$229K +17,893 +181%
ACS
217
Archford Capital Strategies
Illinois
$352K +$3.36K +264 +1%
AB
218
Amalgamated Bank
New York
$350K +$23.2K +1,811 +7%
SW
219
SteelPeak Wealth
California
$349K -$78K -6,093 -18%
TAM
220
Titleist Asset Management
Texas
$346K +$6.04K +472 +2%
CL
221
COWA LLC
Oklahoma
$342K +$14.3K +1,118 +4%
NFG
222
Nations Financial Group
Iowa
$334K +$21.2K +1,654 +7%
MIM
223
MetLife Investment Management
New Jersey
$322K +$34.3K +2,677 +12%
CIA
224
Concurrent Investment Advisors
Florida
$318K -$137K -10,697 -30%
HWM
225
HB Wealth Management
Georgia
$311K +$14.7K +1,150 +5%
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