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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 %
WTA
276
Washington Trust Advisors
Massachusetts
$18K +$18K +426 New
KFP
277
KB Financial Partners
New Jersey
$17K +$17K +401 New
Koshinski Asset Management
278
Koshinski Asset Management
Illinois
$16.9K +$16.9K +391 New
EVM
279
Eaton Vance Management
Massachusetts
$16K +$16K +375 New
VNA
280
Valley National Advisers
Pennsylvania
$15K -$15K -350 -50%
WWM
281
Wagner Wealth Management
South Carolina
$15K +$15K +353 New
SPIA
282
Steward Partners Investment Advisory
New York
$14K +$11.5K +259 +471%
WWM
283
Wolff Wiese Magana
California
$13K +$4.18K +97 +47%
TCWM
284
Total Clarity Wealth Management
Illinois
$13K +$13K +306 New
MFAM
285
Motley Fool Asset Management
Virginia
$13K +$13K +312 New
KTC
286
Kistler-Tiffany Companies
Pennsylvania
$12K +$1.78K +40 +17%
WTC
287
WhitTier Trust Company
Nevada
$11K +$4.56K +109 +71%
CA
288
Cornerstone Advisory
Maryland
$11K +$11K +250 New
RI
289
Rinkey Investments
California
$11K +$11K +285 New
IFAM
290
Institutional & Family Asset Management
Colorado
$10K +$6.04K +145 +153%
EWA
291
EverSource Wealth Advisors
Alabama
$10K +$10K +215 New
JFA
292
JNBA Financial Advisors
Minnesota
$10K +$10K +229 New
FRA
293
Front Row Advisors
California
$9K +$9K +200 New
LFG
294
Larson Financial Group
Missouri
$8K +$8K +175 New
AWA
295
Amplius Wealth Advisors
Pennsylvania
$7K +$7K +184 New
HI
296
Harbour Investments
Wisconsin
$6K +$1.12K +28 +23%
WT
297
Washington Trust
Rhode Island
$6K +$1.8K +41 +43%
CCM
298
Covington Capital Management
California
$5K +$495 +11 +11%
PP
299
PFS Partners
New Jersey
$4.31K +$4.31K +100 New
WT
300
Whittier Trust
California
$4K -$15K -375 -79%
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12
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