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UiPath
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Overview Fund Activity

326 hedge funds and large institutions have $12.1B invested in UiPath in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 135 increasing their positions, 54 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+55
Holders Change %
+20.3%
% of All Funds
5.03%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.26%
New
117
Increased
135
Reduced
54
Closed
61
Calls
$98.1M
Puts
$116M
Net Calls
-$17.5M
Net Calls Change
+$23.7M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$688M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$760M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$416M
4
AIM
4
ARK Investment Management
Florida
$1.16B
5
Goldman Sachs
5
Goldman Sachs
New York
$278M

Top Sellers

1
Coatue Management
1
Coatue Management
New York
$0
2
AI
2
Alphabet Inc
California
$607M
3
AGFIA
3
Accel Growth Fund IV Associates
California
$566M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$21.9M
5
Tiger Global Management
5
Tiger Global Management
New York
$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
226
Malaga Cove Capital
California
$227K -$122K -2,832 -35%
FIA
227
Foundations Investment Advisors
Arizona
$225K -$2.67K -67 -1%
AT
228
Arden Trust
Delaware
$220K +$43.1K +999 +24%
BMSSC
229
B. Metzler seel. Sohn & Co
Germany
$219K +$46.3K +1,041 +27%
GAM
230
Gotham Asset Management
New York
$217K +$217K +5,041 New
SM
231
SG3 Management
Puerto Rico
$216K +$216K +5,000 New
LAI
232
Legal Advantage Investments
California
$216K +$216K +5,000 New
DC
233
Davenport & Co
Virginia
$211K +$211K +4,885 New
YMRC
234
Yorktown Management & Research Company
Virginia
$210K +$210K +4,880 New
EDRH
235
Edmond de Rothschild Holding
Switzerland
$195K -$735K -17,049 -79%
Deutsche Bank
236
Deutsche Bank
Germany
$165K -$14K -324 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
237
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$162K -$266K -6,194 -62%
AAM
238
Advisors Asset Management
Colorado
$161K +$115K +2,658 +249%
S
239
SignatureFD
Georgia
$154K +$131K +3,024 +564%
NFG
240
Next Financial Group
Texas
$154K +$141K +3,265 +1,050%
APP
241
Alpha Paradigm Partners
Illinois
$145K – – –
HNWAG
242
High Net Worth Advisory Group
Florida
$137K +$137K +3,171 New
EW
243
Evoke Wealth
California
$119K +$45.7K +1,062 +62%
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$118K +$44.4K +1,030 +60%
AAP
245
Arax Advisory Partners
Colorado
$115K +$115K +2,675 New
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$99K +$99K +2,294 New
IA
247
IFP Advisors
Florida
$98K +$98K +2,284 New
SSB
248
Sandy Spring Bank
Maryland
$80K +$27.9K +644 +54%
FHA
249
First Horizon Advisors
Tennessee
$64K +$23.5K +548 +58%
HWA
250
HHM Wealth Advisors
Tennessee
$58K +$58K +1,344 New
8 9
10
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