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UiPath
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336 hedge funds and large institutions have $3.97B invested in UiPath in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 47

81% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $20.4M

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

11% more funds holding

Funds holding: 302 → 336 (+34)

0% less capital invested

Capital invested by funds: $3.97B → $3.97B (-$4.86M)

0.95% less ownership

Funds ownership: 67.42% → 66.47% (-0.95%)

4% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 101

Holders
336
Holders Change
+34
Holders Change %
+11.26%
% of All Funds
5.4%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
86
Increased
97
Reduced
101
Closed
47
Calls
$36.9M
Puts
$20.4M
Net Calls
+$16.5M
Net Calls Change
+$10.8M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$45M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$27.8M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$22.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$20M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19M

Top Sellers

1
MG
Meritage Group
California
-$73.6M
2
IVMX
Institutional Venture Management XVI
California
-$32.1M
3
Coatue Management
Coatue Management
New York
-$27.6M
4
SUT
SC US (TTGP)
California
-$26.1M
5
AIM
ARK Investment Management
Florida
-$25.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
301
Baker Avenue Asset Management
California
$2.33K +$2.26K +183 New
LFG
302
Larson Financial Group
Missouri
$2.22K – – –
TFGT
303
TS Financial Group (TSFG)
Illinois
$2K -$1.87K -151 -52%
HFS
304
Hantz Financial Services
Michigan
$2K -$680 -55 -24%
BLC
305
Brown, Lisle/Cummings
Rhode Island
$1.91K – – –
CTA
306
Colonial Trust Advisors
South Carolina
$1.91K +$1.85K +150 New
KTC
307
Kistler-Tiffany Companies
Pennsylvania
$1.77K – – –
CA
308
CoreCap Advisors
Michigan
$1.51K +$1.47K +119 New
NECFA
309
New England Capital Financial Advisors
Connecticut
$1.42K +$1.24K +100 New
PP
310
PFS Partners
New Jersey
$1.27K – – –
TFS
311
TrustCore Financial Services
Tennessee
$1.27K – – –
BBHC
312
Brown Brothers Harriman & Co
New York
$1.16K – – –
SWA
313
Sutton Wealth Advisors
Florida
$1.09K +$321 +26 +43%
FFA
314
Farther Finance Advisors
California
$1K +$976 +79 New
BSB
315
Bangor Savings Bank
Maine
$1K – – –
Jones Financial Companies
316
Jones Financial Companies
Missouri
$1K +$828 +67 New
SFG
317
Steward Financial Group
Texas
$1K +$1.17K +95 New
CWA
318
Clearview Wealth Advisors
Oregon
$953 – – –
TWC
319
TD Waterhouse Canada
Ontario, Canada
$840 -$89.6K -7,250 -99%
AWM
320
Accurate Wealth Management
Florida
$701 +$680 +55 New
RA
321
Rise Advisors
New York
$699 – – –
TCM
322
Tradewinds Capital Management
Washington
$636 – – –
WBC
323
West Branch Capital
Massachusetts
$636 – – –
IGWM
324
ICA Group Wealth Management
Colorado
$636 +$618 +50 New
MLA
325
MB, Levis & Associates
Pennsylvania
$636 +$618 +50 New
11 12
13
14 15

PATH Hedge Fund Activity: Q4 2022 in Review

336 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q4 2022, worth a combined $3.97B — down 0.12% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PATH positions and 47 closed out — a net gain of 39 holders — while 97 added to existing stakes and 101 trimmed.

The largest buyer was Millennium Management, adding an estimated $45M. The largest seller was Meritage Group, exiting entirely with an estimated $73.6M sold.

  • 336 institutional investors held UiPath (PATH) as of Q4 2022, up from 302 in Q3 2022.
  • Funds reported $3.97B of UiPath stock for Q4 2022, down 0.12% quarter-over-quarter.
  • 86 funds opened new UiPath positions in Q4 2022 and 47 closed out, a net change of +39 holders.
  • The largest UiPath buyer in Q4 2022 was Millennium Management, an estimated $45M added.
  • The largest UiPath seller in Q4 2022 was Meritage Group, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2022.