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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
WWM
251
Wolff Wiese Magana
California
$11K +$1.03K +17 +9%
CA
252
Crewe Advisors
Utah
$9K +$10.6K +175 New
HIIFS
253
Harel Insurance Investments & Financial Services
Israel
$8K +$8.84K +146 New
WTC
254
WhitTier Trust Company
Nevada
$8K +$9.32K +154 New
HI
255
Harbour Investments
Wisconsin
$6K -$13.8K -228 -65%
CCM
256
Covington Capital Management
California
$5K
IFAM
257
Institutional & Family Asset Management
Colorado
$5K
SWM
258
Sugarloaf Wealth Management
Georgia
$5K +$3.03K +50 +100%
WT
259
Washington Trust
Rhode Island
$5K +$5.81K +96 New
GKWIM
260
Gerber Kawasaki Wealth & Investment Management
California
$5K +$6.66K +110 New
AssetMark Inc
261
AssetMark Inc
California
$4K +$1.09K +18 +30%
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$3K -$61 -1 -1%
SPIA
263
Steward Partners Investment Advisory
New York
$3K +$2.48K +41 +293%
BFC
264
Bedel Financial Consulting
Indiana
$2K -$1.21K -20 -40%
CTB
265
Country Trust Bank
Illinois
$1K +$726 +12 New
BIA
266
Bell Investment Advisors
California
$1K +$1.03K +17 New
EWM
267
Edge Wealth Management
New York
$1K +$1.15K +19 New
MIFH
268
Migdal Insurance & Financial Holdings
Israel
$1K +$1.51K +25 New
CI Investments Inc
269
CI Investments Inc
Ontario, Canada
$1K +$1.7K +28 New
LAM
270
Lountzis Asset Management
Pennsylvania
$105 +$121 +2 New
KDIA
271
KPCB DGF III Associates
California
-$226M -3,697,015 Closed
VEPM
272
Vista Equity Partners Management
California
-$129M -1,905,891 Closed
GA
273
Greenspring Associates
Maryland
-$125M -1,842,177 Closed
Lord, Abbett & Co
274
Lord, Abbett & Co
New Jersey
-$54.5M -802,221 Closed
ZCI
275
Zevenbergen Capital Investments
Washington
-$26M -383,105 Closed

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.