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UiPath
PATH

302 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, 109 increasing their positions, 74 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 74

14% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $40.4M

3.38% more ownership

Funds ownership: 64.04% → 67.42% (+3.4%)

4% less funds holding

Funds holding: 313 → 302 (-11)

12% less funds holding in top 10

Funds holding in top 10: 17 → 15 (-2)

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

25% less capital invested

Capital invested by funds: $5.33B → $3.97B (-$1.36B)

Holders
302
Holders Change
-11
Holders Change %
-3.51%
% of All Funds
5.2%
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
109
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
+$149M
2
NAMA
Nikko Asset Management Americas
New York
+$92.3M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$90.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$56M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.8M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$140M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$45.2M
3
AP
Antipodes Partners
Australia
-$37M
4
American Century Companies
American Century Companies
Missouri
-$32.3M
5
IVMX
Institutional Venture Management XVI
California
-$28M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
351
AssetMark Inc
California
– -$2K -109 Closed
LF
352
Lee Financial
Texas
– -$2K -105 Closed
TC
353
Truvestments Capital
Florida
– -$2K -100 Closed
SFG
354
Steward Financial Group
Texas
– -$1K -95 Closed
ODG
355
O'Dell Group
Ohio
– -$2K -88 Closed
VCM
356
Vigilant Capital Management
Maine
– -$2K -88 Closed
PMFA
357
Plante Moran Financial Advisors
Michigan
– -$1K -68 Closed
CMBA
358
C.M. Bidwell & Associates
Hawaii
– -$1K -28 Closed
RG
359
Retirement Group
California
– -$70 -4 -57%
HNB
360
Huntington National Bank
Ohio
– +$35 +2 +5%
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
– +$298 +17 New
BWM
362
BerganKDV Wealth Management
Minnesota
– +$474 +27 New
11 12 13 14
15

PATH Hedge Fund Activity: Q3 2022 in Review

302 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q3 2022, worth a combined $3.97B — down 25% from $5.33B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of PATH and 57 opened new positions — a net loss of 10 holders — while 74 trimmed existing stakes and 109 added.

The largest buyer was ARK Investment Management, adding an estimated $149M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $140M sold.

  • 302 institutional investors held UiPath (PATH) as of Q3 2022, down from 313 in Q2 2022.
  • Funds reported $3.97B of UiPath stock for Q3 2022, down 25% quarter-over-quarter.
  • 57 funds opened new UiPath positions in Q3 2022 and 67 closed out, a net change of -10 holders.
  • The largest UiPath buyer in Q3 2022 was ARK Investment Management, an estimated $149M added.
  • The largest UiPath seller in Q3 2022 was ClearBridge Investments, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2022.