PATH icon

UiPath
PATH

Overview Fund Activity

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 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+36
Holders Change %
+15.32%
% of All Funds
4.76%
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
63
Calls
$74.7M
Puts
$116M
Net Calls
-$41.2M
Net Calls Change
+$108K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B
2
AIM
2
ARK Investment Management
Florida
$1.26B
3
AGFIA
3
Accel Growth Fund IV Associates
California
$866M
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$661M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.78B

Top Sellers

1
AI
1
Alphabet Inc
California
$925M
2
DIG
2
Dragoneer Investment Group
California
$39.4M
3
KDIA
3
KPCB DGF III Associates
California
$0
4
DTA
4
Disruptive Technology Advisers
Texas
$8.97M
5
Sands Capital Management
5
Sands Capital Management
Virginia
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
First Horizon Advisors
Tennessee
$49K +$43.4K +835 +773%
TRCT
227
Tower Research Capital (TRC)
New York
$48K -$112K -2,115 -70%
CLOS
228
Compagnie Lombard Odier SCmA
Switzerland
$42K +$42K +800 New
HIA
229
Harbor Investment Advisory
Maryland
$40K +$7.29K +139 +22%
SFFS
230
Stonehage Fleming Financial Services
Jersey
$39K – – –
VNA
231
Valley National Advisers
Pennsylvania
$37K – – –
FF
232
FourThought Financial
Florida
$37K +$6.17K +120 +20%
RA
233
Resolute Advisors
California
$35K +$35K +658 New
SOW
234
State of Wyoming
Wyoming
$35K +$35K +666 New
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$33K +$33K +642 New
S
236
SignatureFD
Georgia
$28K +$25.9K +496 +1,240%
EWA
237
Evolution Wealth Advisors
Florida
$28K +$28K +536 New
SC
238
Sierra Capital
Florida
$26K – – –
SFP
239
Sterling Financial Planning
New Jersey
$26K +$26K +500 New
WT
240
Whittier Trust
California
$25K +$25K +475 New
CFA
241
Carroll Financial Associates
North Carolina
$25K +$25K +485 New
BEI
242
Benjamin Edwards Inc
Missouri
$23K +$23K +428 New
TFS
243
TrustCore Financial Services
Tennessee
$22K – – –
LWM
244
Liberty Wealth Management
California
$21K +$15.1K +277 +256%
NFG
245
Next Financial Group
Texas
$16K +$14.9K +290 +1,381%
EBA
246
Eagle Bay Advisors
New York
$14K +$7K +126 +100%
GRP
247
Global Retirement Partners
California
$13K +$12.7K +232 +3,867%
CTC
248
Central Trust Company
Missouri
$13K +$13K +247 New
FP
249
Financial Perspectives
Minnesota
$12.4K – – –
KTC
250
Kistler-Tiffany Companies
Pennsylvania
$12K +$4.72K +90 +65%
8 9
10
11 12