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UiPath
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336 hedge funds and large institutions have $3.97B invested in UiPath in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 47

81% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $20.4M

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

11% more funds holding

Funds holding: 302 → 336 (+34)

0% less capital invested

Capital invested by funds: $3.97B → $3.97B (-$4.86M)

0.95% less ownership

Funds ownership: 67.42% → 66.47% (-0.95%)

4% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 101

Holders
336
Holders Change
+34
Holders Change %
+11.26%
% of All Funds
5.4%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
86
Increased
97
Reduced
101
Closed
47
Calls
$36.9M
Puts
$20.4M
Net Calls
+$16.5M
Net Calls Change
+$10.8M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$45M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$27.8M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$22.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$20M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19M

Top Sellers

1
MG
Meritage Group
California
-$73.6M
2
IVMX
Institutional Venture Management XVI
California
-$32.1M
3
Coatue Management
Coatue Management
New York
-$27.6M
4
SUT
SC US (TTGP)
California
-$26.1M
5
AIM
ARK Investment Management
Florida
-$25.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$510K +$496K +40,100 New
SW
152
SVB Wealth
Massachusetts
$476K -$15.5K -1,257 -3%
NICM
153
Neo Ivy Capital Management
New York
$476K +$350K +28,359 +313%
Principal Financial Group
154
Principal Financial Group
Iowa
$471K -$54.9K -4,444 -11%
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$455K -$60.4K -4,884 -12%
KI
156
Kula Investments
Illinois
$447K +$434K +35,141 New
FRM
157
Fox Run Management
Connecticut
$420K +$408K +33,009 New
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$417K +$204K +16,476 +101%
OQS
159
Occudo Quantitative Strategies
Florida
$415K +$403K +32,646 New
Aberdeen Group
160
Aberdeen Group
United Kingdom
$392K +$28.6K +2,316 +8%
TRCT
161
Tower Research Capital (TRC)
New York
$391K -$1.05M -85,123 -73%
CF
162
Centaurus Financial
California
$381K – – –
WP
163
Woodline Partners
California
$381K +$370K +29,948 New
MSRPS
164
Maryland State Retirement & Pension System
Maryland
$365K +$355K +28,717 New
Creative Planning
165
Creative Planning
Kansas
$359K +$170K +13,797 +96%
CPC
166
Congress Park Capital
New York
$346K +$105K +8,500 +45%
Citigroup
167
Citigroup
New York
$334K -$1.25M -101,083 -79%
LSA
168
Leonteq Securities AG
Switzerland
$331K +$213K +17,231 +195%
BL
169
Balentine LLC
Georgia
$325K +$316K +25,532 New
BOCH
170
Blue Owl Capital Holdings
New York
$312K – – –
KPWS
171
Kestra Private Wealth Services
Texas
$304K -$12.6K -1,017 -4%
BFM
172
Boothbay Fund Management
New York
$295K +$287K +23,230 New
FA
173
FDx Advisors
Illinois
$295K +$43.9K +3,553 +18%
LMGAM
174
Liberty Mutual Group Asset Management
Massachusetts
$295K +$287K +23,198 New
UB
175
UMB Bank
Missouri
$292K -$8.71K -705 -3%
5 6
7
8 9

PATH Hedge Fund Activity: Q4 2022 in Review

336 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q4 2022, worth a combined $3.97B — down 0.12% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PATH positions and 47 closed out — a net gain of 39 holders — while 97 added to existing stakes and 101 trimmed.

The largest buyer was Millennium Management, adding an estimated $45M. The largest seller was Meritage Group, exiting entirely with an estimated $73.6M sold.

  • 336 institutional investors held UiPath (PATH) as of Q4 2022, up from 302 in Q3 2022.
  • Funds reported $3.97B of UiPath stock for Q4 2022, down 0.12% quarter-over-quarter.
  • 86 funds opened new UiPath positions in Q4 2022 and 47 closed out, a net change of +39 holders.
  • The largest UiPath buyer in Q4 2022 was Millennium Management, an estimated $45M added.
  • The largest UiPath seller in Q4 2022 was Meritage Group, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2022.