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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 %
HIA
251
Harbor Investment Advisory
Maryland
$51K +$18.4K +431 +56%
TRCT
252
Tower Research Capital (TRC)
New York
$48K +$9.03K +210 +23%
PCM
253
Penserra Capital Management
California
$48K +$48K +1,128 New
AF
254
Advisornet Financial
Minnesota
$43K -$99.2K -2,306 -70%
BCV
255
Banque Cantonale Vaudoise
Switzerland
$43K – – –
AFG
256
Albion Financial Group
Utah
$43K +$43K +1,000 New
CCM
257
Cribstone Capital Management
Maine
$43K +$43K +1,000 New
OCM
258
Orion Capital Management
California
$43K +$43K +1,000 New
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$41K +$13.3K +308 +48%
FF
260
FourThought Financial
Florida
$40K +$9K +209 +29%
EMFAT
261
Emerald Mutual Fund Advisers Trust
Pennsylvania
$40K +$40K +917 New
POIA
262
Pin Oak Investment Advisors
Texas
$38K +$38K +892 New
BEI
263
Benjamin Edwards Inc
Missouri
$31K +$12.3K +280 +65%
TWC
264
TD Waterhouse Canada
Ontario, Canada
$30.1K +$30.1K +643 New
SIAP
265
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K +$30K +700 New
CWM
266
CarsonAllaria Wealth Management
Illinois
$30K +$30K +706 New
SOW
267
State of Wyoming
Wyoming
$28K -$645 -15 -2%
RA
268
Resolute Advisors
California
$28K – – –
BWP
269
Baldwin Wealth Partners
Massachusetts
$26K +$26K +600 New
EBA
270
Eagle Bay Advisors
New York
$23K +$11.9K +272 +108%
SC
271
Sierra Capital
Florida
$22K – – –
NFSG
272
Newbridge Financial Services Group
Florida
$22K +$22K +501 New
CFA
273
Carroll Financial Associates
North Carolina
$21K – – –
TFS
274
TrustCore Financial Services
Tennessee
$20K +$1.92K +45 +11%
CFG
275
CKW Financial Group
Hawaii
$20K +$20K +541 New
9 10
11
12 13