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236 hedge funds and large institutions have $12.6B invested in UiPath in 2021 Q2 according to their latest regulatory filings, with 236 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.68% more ownership

Funds ownership: 0%42.68% (+43%)

38% less call options, than puts

Call options by funds: $67.7M | Put options by funds: $109M

Holders
236
Holders Change
+236
Holders Change %
% of All Funds
4.11%
Holding in Top 10
22
Holding in Top 10 Change
+22
Holding in Top 10 Change %
% of All Funds
0.38%
New
236
Increased
Reduced
Closed
Calls
$67.7M
Puts
$109M
Net Calls
-$41.3M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$291K +$315K +4,289 New
BC
177
Bridgefront Capital
Texas
$272K +$293K +4,001 New
Victory Capital Management
178
Victory Capital Management
Texas
$272K +$294K +4,008 New
ZB
179
Zions Bancorporation
Utah
$259K +$279K +3,811 New
HSBC Holdings
180
HSBC Holdings
United Kingdom
$246K +$266K +3,621 New
EDRH
181
Edmond de Rothschild Holding
Switzerland
$243K +$262K +3,571 New
VAS
182
Vestmark Advisory Solutions
Massachusetts
$240K +$259K +3,538 New
AT
183
Arden Trust
Delaware
$239K +$258K +3,514 New
FMT
184
First Mercantile Trust
Tennessee
$238K +$257K +3,500 New
Deutsche Bank
185
Deutsche Bank
Germany
$238K +$257K +3,508 New
BRWA
186
B. Riley Wealth Advisors
Florida
$237K +$256K +3,487 New
BAM
187
Blueshift Asset Management
New Jersey
$217K +$234K +3,194 New
Mirae Asset Global Investments
188
Mirae Asset Global Investments
South Korea
$206K +$223K +3,038 New
TRCT
189
Tower Research Capital (TRC)
New York
$205K +$222K +3,021 New
LSA
190
Leonteq Securities AG
Switzerland
$170K +$183K +2,500 New
BFEC
191
Benjamin F. Edwards & Company
Missouri
$126K +$136K +1,859 New
WP
192
WealthShield Partners
North Carolina
$117K +$127K +1,729 New
PA
193
Parallel Advisors
California
$100K +$108K +1,471 New
EW
194
Evoke Wealth
California
$97K +$105K +1,434 New
SSB
195
Sandy Spring Bank
Maryland
$82K +$88.8K +1,211 New
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$78K +$84.3K +1,150 New
EMFAT
197
Emerald Mutual Fund Advisers Trust
Pennsylvania
$62K +$67.2K +917 New
US Bancorp
198
US Bancorp
Minnesota
$55K +$59.5K +812 New
SFFS
199
Stonehage Fleming Financial Services
Jersey
$51K +$55K +750 New
VNA
200
Valley National Advisers
Pennsylvania
$48K +$51.3K +700 New

PATH Hedge Fund Activity: Q2 2021 in Review

236 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q2 2021, worth a combined $12.6B.

Buyers outnumbered sellers: 236 funds opened new PATH positions and 0 closed out — a net gain of 236 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Alphabet Inc, opening a new position worth an estimated $2.13B.

  • 236 institutional investors held UiPath (PATH) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $12.6B of UiPath stock for Q2 2021.
  • 236 funds opened new UiPath positions in Q2 2021 and 0 closed out, a net change of +236 holders.
  • The largest UiPath buyer in Q2 2021 was Alphabet Inc, an estimated $2.13B added.

Based on aggregated 13F filings for Q2 2021.