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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
Wellington Management Group
Massachusetts
$688M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$760M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$416M
4
AIM
ARK Investment Management
Florida
$1.16B
5
Goldman Sachs
Goldman Sachs
New York
$278M

Top Sellers

1
Coatue Management
Coatue Management
New York
$0
2
AI
Alphabet Inc
California
$607M
3
AGFIA
Accel Growth Fund IV Associates
California
$566M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$21.9M
5
Tiger Global Management
Tiger Global Management
New York
$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCS
351
Levin Capital Strategies
New York
– -$526K -10,000 Closed
MS
352
Maven Securities
Jersey
– -$442K -8,399 Closed
CIBC World Market
353
CIBC World Market
Ontario, Canada
– -$388K -7,366 Closed
SCM
354
Soros Capital Management
New York
– -$333K -6,331 Closed
ARG
355
Advisory Resource Group
Oklahoma
– -$326K -6,202 Closed
MF
356
Magnetar Financial
Illinois
– -$300K -5,704 Closed
PSUF
357
People's United Financial
Connecticut
– -$274K -5,210 Closed
CCM
358
CloudAlpha Capital Management
Hong Kong
– -$263K -5,000 Closed
AWM
359
Altus Wealth Management
Kentucky
– -$257K -4,885 Closed
BRWA
360
B. Riley Wealth Advisors
Florida
– -$244K -4,620 Closed
CC
361
Centiva Capital
New York
– -$231K -4,384 Closed
LCM
362
LCM Capital Management
Illinois
– -$219K -4,160 Closed
First Manhattan
363
First Manhattan
New York
– -$199K -3,796 Closed
AWA
364
Arkadios Wealth Advisors
Georgia
– -$109K -2,072 Closed
CPC
365
Consolidated Planning Corp
Georgia
– -$96K -1,818 Closed
FPA
366
First Pacific Advisors
California
– -$79K -1,500 Closed
DFCM
367
Dark Forest Capital Management
Puerto Rico
– -$74K -1,399 Closed
SFFS
368
Stonehage Fleming Financial Services
Jersey
– -$39K -750 Closed
EWA
369
Evolution Wealth Advisors
Florida
– -$28K -536 Closed
SFP
370
Sterling Financial Planning
New Jersey
– -$26K -500 Closed
LWM
371
Liberty Wealth Management
California
– -$21K -385 Closed
GRP
372
Global Retirement Partners
California
– -$13K -238 Closed
CA
373
Crewe Advisors
Utah
– -$9K -175 Closed
HIIFS
374
Harel Insurance Investments & Financial Services
Israel
– -$8K -146 Closed
GKWIM
375
Gerber Kawasaki Wealth & Investment Management
California
– -$5K -110 Closed
12 13 14
15
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