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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
MCC
176
Malaga Cove Capital
California
$426K +$490K +8,100 New
OA
177
Oxbow Advisors
Texas
$418K +$481K +7,950 New
FA
178
FDx Advisors
Illinois
$407K +$468K +7,734 New
Amundi
179
Amundi
France
$398K +$458K +7,559 New
Comerica Bank
180
Comerica Bank
Texas
$390K +$32.6K +539 +8%
CIBC World Market
181
CIBC World Market
Ontario, Canada
$388K -$196K -3,242 -31%
Truist Financial
182
Truist Financial
North Carolina
$364K +$420K +6,932 New
Cambridge Investment Research Advisors
183
Cambridge Investment Research Advisors
Iowa
$360K +$414K +6,836 New
RG
184
Rathbones Group
United Kingdom
$342K
SCM
185
Soros Capital Management
New York
$333K +$383K +6,331 New
Creative Planning
186
Creative Planning
Kansas
$329K +$119K +1,969 +46%
ARG
187
Advisory Resource Group
Oklahoma
$326K +$375K +6,202 New
VCM
188
Virtue Capital Management
Tennessee
$320K +$67.1K +1,109 +22%
KAS
189
Kestra Advisory Services
Texas
$301K +$347K +5,726 New
MF
190
Magnetar Financial
Illinois
$300K -$99.5K -1,643 -22%
GC
191
Gruss & Co
Florida
$299K
FIA
192
Foundations Investment Advisors
Arizona
$294K +$346K +5,723 New
PSUF
193
People's United Financial
Connecticut
$274K +$315K +5,210 New
CS
194
Comerica Securities
Michigan
$273K +$32.2K +532 +11%
CCM
195
CloudAlpha Capital Management
Hong Kong
$263K +$303K +5,000 New
SW
196
SteelPeak Wealth
California
$263K +$303K +5,001 New
BFEC
197
Benjamin F. Edwards & Company
Missouri
$258K +$184K +3,046 +164%
AWM
198
Altus Wealth Management
Kentucky
$257K +$296K +4,885 New
ZB
199
Zions Bancorporation
Utah
$246K +$52.3K +864 +23%
WS
200
Wedbush Securities
California
$245K +$282K +4,663 New

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.