PATH icon

UiPath
PATH

Overview Fund Activity

300 hedge funds and large institutions have $3.97B invested in UiPath in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 74 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
-11
Holders Change %
-3.54%
% of All Funds
5.19%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
57
Increased
107
Reduced
74
Closed
67
Calls
$46.1M
Puts
$40.4M
Net Calls
+$5.71M
Net Calls Change
-$30.7M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$107M
2
NAMA
Nikko Asset Management Americas
New York
+$66.9M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$65.2M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$40.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.4M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$140M
2
AP
Antipodes Partners
Australia
-$37M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$32.5M
4
American Century Companies
American Century Companies
Missouri
-$32.3M
5
IVMX
Institutional Venture Management XVI
California
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
226
Householder Group Estate & Retirement Specialist
Arizona
$25K +$25K +2,033 New
SSB
227
Sandy Spring Bank
Maryland
$23K – – –
WFA
228
Wipfli Financial Advisors
Wisconsin
$23K +$23K +1,790 New
RTC
229
Riverview Trust Company
Washington
$21K +$21K +1,696 New
ECU
230
Eisler Capital (UK)
United Kingdom
$20K +$20K +1,603 New
HWA
231
HHM Wealth Advisors
Tennessee
$18K – – –
BEI
232
Benjamin Edwards Inc
Missouri
$17K +$1.88K +147 +12%
IUHSA
233
Itau Unibanco Holding S.A.
Brazil
$16K -$4.74K -373 -23%
ACM
234
Adalta Capital Management
New York
$13K -$27.8K -2,140 -68%
BWP
235
Baldwin Wealth Partners
Massachusetts
$13K – – –
AFG
236
Albion Financial Group
Utah
$13K – – –
CCM
237
Cribstone Capital Management
Maine
$13K – – –
OCM
238
Orion Capital Management
California
$13K – – –
Federated Hermes
239
Federated Hermes
Pennsylvania
$12K -$742 -57 -6%
POIA
240
Pin Oak Investment Advisors
Texas
$11K – – –
QCG
241
Quadrant Capital Group
Ohio
$11K +$6.01K +487 +120%
CTC
242
Central Trust Company
Missouri
$10K -$20.5K -1,583 -67%
BFPW
243
BOK Financial Private Wealth
Colorado
$10K +$10K +768 New
CWM
244
CarsonAllaria Wealth Management
Illinois
$9K -$48 -4 -0.5%
TSWM
245
Tyler-Stone Wealth Management
Ohio
$9K – – –
CFG
246
CKW Financial Group
Hawaii
$8K – – –
RA
247
Resolute Advisors
California
$8K – – –
EBA
248
Eagle Bay Advisors
New York
$7K – – –
PLU
249
Performa Ltd (US)
South Carolina
$7K +$3.35K +275 +92%
SPIA
250
Steward Partners Investment Advisory
New York
$7K +$3.76K +279 +116%
8 9
10
11 12