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UiPath

271 hedge funds and large institutions have $13.8B invested in UiPath in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 115 increasing their positions, 32 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 32

59% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 64

18.12% more ownership

Funds ownership: 42.68%60.8% (+18%)

15% more funds holding

Funds holding: 236271 (+35)

9% more capital invested

Capital invested by funds: $12.6B → $13.8B (+$1.14B)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

36% less call options, than puts

Call options by funds: $74.7M | Put options by funds: $116M

Holders
271
Holders Change
+35
Holders Change %
+14.83%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
102
Increased
115
Reduced
32
Closed
64
Calls
$74.7M
Puts
$116M
Net Calls
-$41.2M
Net Calls Change
+$108K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
First Horizon Advisors
Tennessee
$49K +$50.5K +835 +773%
TRCT
227
Tower Research Capital (TRC)
New York
$48K -$128K -2,115 -70%
CLOS
228
Compagnie Lombard Odier SCmA
Switzerland
$42K +$48.4K +800 New
HIA
229
Harbor Investment Advisory
Maryland
$40K +$8.41K +139 +22%
SFFS
230
Stonehage Fleming Financial Services
Jersey
$39K
VNA
231
Valley National Advisers
Pennsylvania
$37K
FF
232
FourThought Financial
Florida
$37K +$7.26K +120 +20%
RA
233
Resolute Advisors
California
$35K +$39.8K +658 New
SOW
234
State of Wyoming
Wyoming
$35K +$40.3K +666 New
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$33K +$38.9K +642 New
S
236
SignatureFD
Georgia
$28K +$30K +496 +1,240%
EWA
237
Evolution Wealth Advisors
Florida
$28K +$32.4K +536 New
SC
238
Sierra Capital
Florida
$26K
SFP
239
Sterling Financial Planning
New Jersey
$26K +$30.3K +500 New
WT
240
Whittier Trust
California
$25K +$28.8K +475 New
CFA
241
Carroll Financial Associates
North Carolina
$25K +$29.4K +485 New
BEI
242
Benjamin Edwards Inc
Missouri
$23K +$25.9K +428 New
TFS
243
TrustCore Financial Services
Tennessee
$22K
LWM
244
Liberty Wealth Management
California
$21K +$16.8K +277 +256%
NFG
245
Next Financial Group
Texas
$16K +$17.6K +290 +1,381%
EBA
246
Eagle Bay Advisors
New York
$14K +$7.63K +126 +100%
GRP
247
Global Retirement Partners
California
$13K +$14K +232 +3,867%
CTC
248
Central Trust Company
Missouri
$13K +$15K +247 New
FP
249
Financial Perspectives
Minnesota
$12.4K
KTC
250
Kistler-Tiffany Companies
Pennsylvania
$12K +$5.45K +90 +65%

PATH Hedge Fund Activity: Q3 2021 in Review

271 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q3 2021, worth a combined $13.8B — up 9% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PATH positions and 64 closed out — a net gain of 38 holders — while 115 added to existing stakes and 32 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.19B. The largest seller was Alphabet Inc, cutting an estimated $693M.

  • 271 institutional investors held UiPath (PATH) as of Q3 2021, up from 236 in Q2 2021.
  • Funds reported $13.8B of UiPath stock for Q3 2021, up 9% quarter-over-quarter.
  • 102 funds opened new UiPath positions in Q3 2021 and 64 closed out, a net change of +38 holders.
  • The largest UiPath buyer in Q3 2021 was Vanguard Group, an estimated $1.19B added.
  • The largest UiPath seller in Q3 2021 was Alphabet Inc, an estimated $693M sold.

Based on aggregated 13F filings for Q3 2021.