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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 %
EI
251
Ellevest Inc
New York
$7K +$7K +557 New
GWS
252
Glassman Wealth Services
Virginia
$7K +$7K +558 New
GRP
253
Global Retirement Partners
California
$6K -$288 -22 -5%
SC
254
Sierra Capital
Florida
$6K – – –
HI
255
Harbour Investments
Wisconsin
$6K – – –
CCM
256
Covington Capital Management
California
$6K +$1.84K +137 +44%
TWA
257
TCI Wealth Advisors
Arizona
$6K +$5.28K +440 +733%
C
258
Covestor
United Kingdom
$6K +$6K +454 New
JWM
259
Janiczek Wealth Management
Colorado
$6K +$6K +523 New
PFBT
260
Parkside Financial Bank & Trust
Missouri
$5K +$2.93K +244 +141%
MCA
261
Maryland Capital Advisors
Maryland
$5K +$5K +377 New
SI
262
Stephens Inc
Arkansas
$4K -$49.2K -4,147 -92%
VNA
263
Valley National Advisers
Pennsylvania
$4K – – –
WAM
264
Worth Asset Management
Texas
$4K – – –
TFGT
265
TS Financial Group (TSFG)
Illinois
$4K – – –
HFS
266
Hantz Financial Services
Michigan
$3K -$201K -15,647 -99%
BTI
267
Blue Trust Inc
Georgia
$3K -$1.09K -61 -27%
FRA
268
Front Row Advisors
California
$3K – – –
SWM
269
Spire Wealth Management
Virginia
$3K – – –
AF
270
Allworth Financial
California
$3K +$3K +226 New
KTC
271
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
LFG
272
Larson Financial Group
Missouri
$2K – – –
LC
273
Lindbrook Capital
California
$2K +$2K +157 New
BLC
274
Brown, Lisle/Cummings
Rhode Island
$1.89K – – –
PP
275
PFS Partners
New Jersey
$1.26K – – –
9 10
11
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