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UiPath

271 hedge funds and large institutions have $13.8B invested in UiPath in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 115 increasing their positions, 32 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 32

59% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 64

18.12% more ownership

Funds ownership: 42.68%60.8% (+18%)

15% more funds holding

Funds holding: 236271 (+35)

9% more capital invested

Capital invested by funds: $12.6B → $13.8B (+$1.14B)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

36% less call options, than puts

Call options by funds: $74.7M | Put options by funds: $116M

Holders
271
Holders Change
+35
Holders Change %
+14.83%
% of All Funds
4.74%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
102
Increased
115
Reduced
32
Closed
64
Calls
$74.7M
Puts
$116M
Net Calls
-$41.2M
Net Calls Change
+$108K
Name Holding Trade Value Shares
Change
Change in
Stake
GFP
126
Gryphon Financial Partners
Ohio
$1.3M +$962K +15,897 +179%
MA
127
Mutual Advisors
Nebraska
$1.27M +$1.46M +24,165 New
URS
128
Utah Retirement Systems
Utah
$1.26M
RJFSA
129
Raymond James Financial Services Advisors
Florida
$1.2M +$1.08M +17,781 +354%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$1.18M +$1.37M +22,656 New
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$1.17M +$527K +8,711 +65%
EDRH
132
Edmond de Rothschild Holding
Switzerland
$1.14M +$1.09M +18,001 +504%
PPA
133
Parametric Portfolio Associates
Washington
$1.13M +$1.3M +21,536 New
HSBC Holdings
134
HSBC Holdings
United Kingdom
$1.12M +$1.07M +17,637 +487%
Lazard Asset Management
135
Lazard Asset Management
New York
$1.1M +$726K +12,000 +134%
Vontobel Holding
136
Vontobel Holding
Switzerland
$1.1M +$111K +1,831 +10%
CIBC Asset Management
137
CIBC Asset Management
Ontario, Canada
$1.07M +$1.23M +20,286 New
Legal & General Group
138
Legal & General Group
United Kingdom
$1.07M +$1.23M +20,261 New
Bessemer Group
139
Bessemer Group
New Jersey
$1.06M +$797K +13,166 +190%
CG
140
Cutler Group
California
$1.05M +$499K +8,240 +70%
DI
141
DUMAC Inc
North Carolina
$1.05M +$102K +1,677 +9%
CA
142
Clearstead Advisors
Ohio
$946K +$1.09M +17,977 New
WL
143
WIT LLC
District of Columbia
$916K +$173K +2,859 +20%
Squarepoint
144
Squarepoint
New York
$909K -$5.13M -84,723 -83%
Invesco
145
Invesco
Georgia
$871K +$1M +16,562 New
BF
146
BOK Financial
Oklahoma
$848K +$975K +16,114 New
SV
147
Sturgeon Ventures
United Kingdom
$832K +$957K +15,809 New
MWNA
148
Marshall Wace North America
New York
$767K +$185K +3,060 +27%
SCA
149
Snowden Capital Advisors
New York
$760K +$19.4K +321 +2%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$742K +$386K +6,381 +82%

PATH Hedge Fund Activity: Q3 2021 in Review

271 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q3 2021, worth a combined $13.8B — up 9% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PATH positions and 64 closed out — a net gain of 38 holders — while 115 added to existing stakes and 32 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.19B. The largest seller was Alphabet Inc, cutting an estimated $693M.

  • 271 institutional investors held UiPath (PATH) as of Q3 2021, up from 236 in Q2 2021.
  • Funds reported $13.8B of UiPath stock for Q3 2021, up 9% quarter-over-quarter.
  • 102 funds opened new UiPath positions in Q3 2021 and 64 closed out, a net change of +38 holders.
  • The largest UiPath buyer in Q3 2021 was Vanguard Group, an estimated $1.19B added.
  • The largest UiPath seller in Q3 2021 was Alphabet Inc, an estimated $693M sold.

Based on aggregated 13F filings for Q3 2021.