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UiPath
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328 hedge funds and large institutions have $12.2B invested in UiPath in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 135 increasing their positions, 54 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 54

95% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 61

21% more funds holding

Funds holding: 271 → 328 (+57)

2.8% more ownership

Funds ownership: 60.8% → 63.6% (+2.8%)

12% less capital invested

Capital invested by funds: $13.8B → $12.2B (-$1.64B)

15% less call options, than puts

Call options by funds: $98.1M | Put options by funds: $116M

23% less funds holding in top 10

Funds holding in top 10: 22 → 17 (-5)

Holders
328
Holders Change
+57
Holders Change %
+21.03%
% of All Funds
5.05%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.26%
New
119
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
+$585M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$173M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
4
AIM
ARK Investment Management
Florida
+$146M
5
Goldman Sachs
Goldman Sachs
New York
+$133M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$596M
2
AI
Alphabet Inc
California
-$173M
3
AGFIA
Accel Growth Fund IV Associates
California
-$165M
4
N
Nuveen
North Carolina
-$124M
5
Tiger Global Management
Tiger Global Management
New York
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
KI
126
Kapitalo Investimentos
Brazil
$1.51M +$1.73M +35,000 New
SFS
127
Sowell Financial Services
Arkansas
$1.5M +$1.71M +34,748 New
CWM
128
Cherrydale Wealth Management
New Jersey
$1.49M +$1.7M +34,565 New
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4M +$1.47M +29,901 +1,184%
CC
130
Codex Capital
New York
$1.33M +$1.53M +31,000 New
Mirae Asset Global Investments
131
Mirae Asset Global Investments
South Korea
$1.33M -$208K -4,223 -12%
TC
132
TwinBeech Capital
New York
$1.31M +$1.5M +30,447 New
BAMCO Inc
133
BAMCO Inc
New York
$1.29M – – –
M&T Bank
134
M&T Bank
New York
$1.27M -$2.37K -48 -0.2%
MA
135
Mutual Advisors
Nebraska
$1.27M +$264K +5,355 +22%
BC
136
BIT Capital
Germany
$1.23M +$1.4M +28,470 New
Osaic Holdings
137
Osaic Holdings
Arizona
$1.22M +$55.4K +1,124 +4%
TI
138
Trexquant Investment
Connecticut
$1.21M +$1.39M +28,121 New
US Bancorp
139
US Bancorp
Minnesota
$1.19M -$271K -5,501 -17%
FF
140
Ford Foundation
New York
$1.18M +$1.35M +27,291 New
KC
141
Kingfisher Capital
North Carolina
$1.1M +$1.26M +25,489 New
Walleye Trading
142
Walleye Trading
New York
$1.09M -$39.6K -803 -3%
APA
143
American Portfolios Advisors
New York
$1.08M +$741K +15,034 +150%
OC
144
Oppenheimer & Co
New York
$1.08M -$132K -2,670 -10%
OQS
145
Occudo Quantitative Strategies
Florida
$1.04M +$1.19M +24,074 New
SCH
146
Springs Capital (HK)
Hong Kong
$1.03M +$1.18M +24,000 New
PPA
147
Parametric Portfolio Associates
Washington
$996K +$76.5K +1,552 +7%
UB
148
UMB Bank
Missouri
$992K +$1.13M +23,000 New
Vontobel Holding
149
Vontobel Holding
Switzerland
$972K +$48.3K +980 +5%
JG
150
Jefferies Group
New York
$970K -$1.36M -27,500 -55%
4 5
6
7 8

PATH Hedge Fund Activity: Q4 2021 in Review

328 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q4 2021, worth a combined $12.2B — down 12% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new PATH positions and 61 closed out — a net gain of 58 holders — while 135 added to existing stakes and 54 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $585M. The largest seller was Coatue Management, exiting entirely with an estimated $596M sold.

  • 328 institutional investors held UiPath (PATH) as of Q4 2021, up from 271 in Q3 2021.
  • Funds reported $12.2B of UiPath stock for Q4 2021, down 12% quarter-over-quarter.
  • 119 funds opened new UiPath positions in Q4 2021 and 61 closed out, a net change of +58 holders.
  • The largest UiPath buyer in Q4 2021 was Wellington Management Group, an estimated $585M added.
  • The largest UiPath seller in Q4 2021 was Coatue Management, an estimated $596M sold.

Based on aggregated 13F filings for Q4 2021.