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UiPath
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Overview Fund Activity

284 hedge funds and large institutions have $5.58B invested in UiPath in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 55 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-42
Holders Change %
-12.88%
% of All Funds
4.49%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
57
Increased
125
Reduced
55
Closed
95
Calls
$69.5M
Puts
$102M
Net Calls
-$32.5M
Net Calls Change
-$15M

Top Buyers

1
AIM
ARK Investment Management
Florida
$725M
2
NAMA
Nikko Asset Management Americas
New York
$457M
3
Renaissance Technologies
Renaissance Technologies
New York
$64.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$535M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$77.9M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$485M
3
Tiger Global Management
Tiger Global Management
New York
$8.67M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$98.7M
5
Allianz Asset Management
Allianz Asset Management
Germany
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
251
Larson Financial Group
Missouri
$4K – – –
FRA
252
Front Row Advisors
California
$4K – – –
PLU
253
Performa Ltd (US)
South Carolina
$4K +$4K +175 New
MCC
254
Money Concepts Capital
Florida
$4K +$4K +182 New
BLC
255
Brown, Lisle/Cummings
Rhode Island
$3.24K +$3.24K +150 New
KTC
256
Kistler-Tiffany Companies
Pennsylvania
$3K -$2.81K -130 -48%
PP
257
PFS Partners
New Jersey
$2.16K – – –
TFS
258
TrustCore Financial Services
Tennessee
$2K -$9.06K -385 -82%
WT
259
Whittier Trust
California
$2K – – –
CCM
260
Covington Capital Management
California
$2K – – –
AssetMark Inc
261
AssetMark Inc
California
$2K +$460 +23 +30%
OIA
262
Optimum Investment Advisors
Illinois
$2K +$2K +100 New
FP
263
Financial Perspectives
Minnesota
$1.45K – – –
EWA
264
EverSource Wealth Advisors
Alabama
$1K -$4.38K -175 -81%
CI Investments Inc
265
CI Investments Inc
Ontario, Canada
$1K – – –
BBPWM
266
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
TWA
267
TCI Wealth Advisors
Arizona
$1K – – –
TCM
268
Tradewinds Capital Management
Washington
$1K – – –
HS
269
Horan Securities
United States
$1K – – –
WBC
270
West Branch Capital
Massachusetts
$1K – – –
PWMG
271
Prestige Wealth Management Group
New Jersey
$1K – – –
RA
272
Rise Advisors
New York
$1K – – –
CWA
273
Clearview Wealth Advisors
Oregon
$1K +$500 +25 +100%
CMBA
274
C.M. Bidwell & Associates
Hawaii
$1K +$1K +28 New
IA
275
IndexIQ Advisors
New York
$1K +$1K +42 New
9 10
11
12 13