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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: 313302 (-11)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Axxcess Wealth Management
California
$359K -$9.49K -541 -2%
Aberdeen Group
152
Aberdeen Group
United Kingdom
$359K +$193K +11,005 +63%
APP
153
Alpha Paradigm Partners
Illinois
$342K +$139K +7,916 +41%
TC
154
Titleist Capital
Texas
$329K -$9.68K -552 -2%
KPWS
155
Kestra Private Wealth Services
Texas
$314K +$217K +12,345 +98%
BOCH
156
Blue Owl Capital Holdings
New York
$310K
Manulife (Manufacturers Life Insurance)
157
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$301K +$36K +2,050 +9%
VanEck Associates
158
VanEck Associates
New York
$301K +$418K +23,850 New
UB
159
UMB Bank
Missouri
$299K +$12.4K +705 +3%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$298K -$133K -7,569 -24%
CCM
161
CTC Capital Management
Illinois
$285K +$396K +22,570 New
ACS
162
Archford Capital Strategies
Illinois
$284K +$145K +8,283 +58%
Mariner
163
Mariner
Kansas
$282K +$392K +22,376 New
TI
164
Tidal Investments
Wisconsin
$277K -$7.16K -408 -2%
VPIM
165
Vanguard Personalized Indexing Management
California
$274K -$671K -38,246 -64%
CIBC Asset Management
166
CIBC Asset Management
Ontario, Canada
$268K +$596 +34 +0.2%
Canada Pension Plan Investment Board
167
Canada Pension Plan Investment Board
Ontario, Canada
$262K +$156K +8,900 +75%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$260K +$293K +16,725 +433%
FA
169
FDx Advisors
Illinois
$248K -$39.5K -2,252 -10%
PA
170
Parallel Advisors
California
$239K +$21.8K +1,243 +7%
PWA
171
Phoenix Wealth Advisors
North Carolina
$238K +$331K +18,889 New
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$237K +$28.4K +1,621 +9%
CPC
173
Congress Park Capital
New York
$236K -$23.2K -1,325 -7%
TD Asset Management
174
TD Asset Management
Ontario, Canada
$231K
Ensign Peak Advisors
175
Ensign Peak Advisors
Utah
$219K

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.