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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 %
BWM
301
BerganKDV Wealth Management
Minnesota
$4K +$4K +100 New
TC
302
Truvestments Capital
Florida
$4K +$4K +100 New
AssetMark Inc
303
AssetMark Inc
California
$3K -$78 -2 -3%
TWA
304
TCI Wealth Advisors
Arizona
$3K +$3K +60 New
RPCONE
305
Retirement Planning Company of New England
Rhode Island
$3K +$3K +77 New
FP
306
Financial Perspectives
Minnesota
$2.89K -$7.25K -168 -71%
RA
307
Rise Advisors
New York
$2.37K +$2.37K +55 New
PWMG
308
Prestige Wealth Management Group
New Jersey
$2K +$2K +37 New
HS
309
Horan Securities
United States
$2K +$2K +38 New
CWP
310
Concord Wealth Partners
Virginia
$2K +$2K +43 New
SIC
311
Salem Investment Counselors
North Carolina
$2K +$2K +50 New
TCM
312
Tradewinds Capital Management
Washington
$2K +$2K +50 New
Manulife (Manufacturers Life Insurance)
313
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.63K -$796 -18,448 -33%
CI Investments Inc
314
CI Investments Inc
Ontario, Canada
$1K – – –
EWM
315
Edge Wealth Management
New York
$1K – – –
BIA
316
Bell Investment Advisors
California
$1K +$370 +10 +59%
PHK
317
Point72 Hong Kong
Hong Kong
$1K +$1K +18 New
CWA
318
Clearview Wealth Advisors
Oregon
$1K +$1K +25 New
WBC
319
West Branch Capital
Massachusetts
$1K +$1K +30 New
BBPWM
320
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1K +30 New
Coatue Management
321
Coatue Management
New York
– -$596M -11,332,361 Closed
SM
322
SCGE Management
California
– -$49.6M -942,304 Closed
Blackstone Inc
323
Blackstone Inc
New York
– -$23.5M -445,768 Closed
ASP
324
Adams Street Partners
Illinois
– -$20.3M -385,933 Closed
APM
325
Avidity Partners Management
Texas
– -$16.8M -319,000 Closed
11 12
13
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