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UiPath
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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
$581M
2
NAMA
Nikko Asset Management Americas
New York
$358M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$368M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$41.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$130M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$0
2
AP
Antipodes Partners
Australia
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$37.8M
4
American Century Companies
American Century Companies
Missouri
$0
5
IVMX
Institutional Venture Management XVI
California
$60.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
276
Bell Investment Advisors
California
$1K -$213 -20 -18%
CWA
277
Clearview Wealth Advisors
Oregon
$1K – – –
BSB
278
Bangor Savings Bank
Maine
$1K – – –
OIA
279
Optimum Investment Advisors
Illinois
$1K – – –
HS
280
Horan Securities
United States
$1K – – –
EWA
281
EverSource Wealth Advisors
Alabama
$1K – – –
TFS
282
TrustCore Financial Services
Tennessee
$1K – – –
RA
283
Rise Advisors
New York
$1K – – –
TCM
284
Tradewinds Capital Management
Washington
$1K – – –
WBC
285
West Branch Capital
Massachusetts
$1K +$400 +20 +67%
MAM
286
Meeder Asset Management
Ohio
$1K +$750 +42 +300%
BWL
287
Bogart Wealth LLC
Virginia
$1K +$526 +50 +111%
CAL
288
Capital Advisors Ltd
Ohio
$1K +$1K +62 New
BBHC
289
Brown Brothers Harriman & Co
New York
$1K +$1K +91 New
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +97 New
FP
291
Financial Perspectives
Minnesota
$845 – – –
SWA
292
Sutton Wealth Advisors
Florida
$757 +$757 +60 New
Bank of Montreal
293
Bank of Montreal
Ontario, Canada
$683 +$354 +25,460 +107%
ClearBridge Investments
294
ClearBridge Investments
New York
– -$140M -7,721,393 Closed
AP
295
Antipodes Partners
Australia
– -$37M -2,035,023 Closed
American Century Companies
296
American Century Companies
Missouri
– -$32.3M -1,776,636 Closed
Allianz Asset Management
297
Allianz Asset Management
Germany
– -$12.1M -667,633 Closed
PCH
298
Polar Capital Holdings
United Kingdom
– -$11K -603,141 Closed
LFDLE
299
La Financiere de L'Echiquier
France
– -$11M -602,356 Closed
TC
300
TwinBeech Capital
New York
– -$4.73M -260,180 Closed
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