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UiPath

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
ICP
176
Interchange Capital Partners
Pennsylvania
$217K +$22K +1,256 +8%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$206K -$519K -29,579 -64%
ESCM
178
Echo Street Capital Management
New York
$199K +$277K +15,813 New
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$195K +$182K +10,379 +205%
M&T Bank
180
M&T Bank
New York
$190K +$47.8K +2,725 +22%
GCP
181
GSA Capital Partners
United Kingdom
$188K +$262K +14,927 New
CM
182
Caption Management
Oklahoma
$188K +$263K +15,000 New
Creative Planning
183
Creative Planning
Kansas
$182K +$74.7K +4,260 +42%
XT
184
XTX Topco
Cayman Islands
$179K +$250K +14,233 New
AAM
185
Azzad Asset Management
Virginia
$178K +$32K +1,822 +15%
Deutsche Bank
186
Deutsche Bank
Germany
$176K -$2.18M -124,380 -90%
CG
187
Cutler Group
California
$164K -$61.9K -3,532 -21%
IA
188
IFP Advisors
Florida
$164K
Bessemer Group
189
Bessemer Group
New Jersey
$162K -$2.23K -127 -1%
DAS
190
Dynamic Advisor Solutions
Arizona
$159K +$16.2K +926 +8%
EF
191
Empowered Funds
Pennsylvania
$156K +$217K +12,400 New
Amundi
192
Amundi
France
$155K +$17.6K +1,001 +10%
PCM
193
Princeton Capital Management
New Jersey
$150K +$208K +11,871 New
MAM
194
Martingale Asset Management
Massachusetts
$146K +$202K +11,535 New
BAM
195
Blueshift Asset Management
New Jersey
$141K +$196K +11,199 New
ProShare Advisors
196
ProShare Advisors
Maryland
$137K +$8.88K +506 +5%
X
197
Xponance
Pennsylvania
$136K +$13.6K +777 +8%
Prudential Financial
198
Prudential Financial
New Jersey
$132K -$214K -12,225 -54%
Wolverine Trading
199
Wolverine Trading
Illinois
$131K -$172K -9,802 -49%
WT
200
Whittier Trust
California
$130K +$4.51K +257 +3%

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.