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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
BRWA
201
B. Riley Wealth Advisors
Florida
$244K +$68.6K +1,133 +32%
VAS
202
Vestmark Advisory Solutions
Massachusetts
$241K +$62.9K +1,039 +29%
CC
203
Centiva Capital
New York
$231K +$265K +4,384 New
FCH
204
Freestone Capital Holdings
Washington
$224K +$257K +4,253 New
LCM
205
LCM Capital Management
Illinois
$219K +$252K +4,160 New
Deutsche Bank
206
Deutsche Bank
Germany
$218K +$39K +645 +18%
IWM
207
IHT Wealth Management
Illinois
$217K +$250K +4,128 New
AT
208
Arden Trust
Delaware
$215K +$35.6K +588 +17%
BMSSC
209
B. Metzler seel. Sohn & Co
Germany
$204K +$235K +3,885 New
First Manhattan
210
First Manhattan
New York
$199K +$230K +3,796 New
APP
211
Alpha Paradigm Partners
Illinois
$177K +$204K +3,370 New
AF
212
Advisornet Financial
Minnesota
$174K +$200K +3,306 New
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$150K +$156K +2,576 +870%
ACM
214
Adalta Capital Management
New York
$147K +$169K +2,790 New
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$133K +$131K +2,165 +601%
AWA
216
Arkadios Wealth Advisors
Georgia
$109K +$125K +2,072 New
CPC
217
Consolidated Planning Corp
Georgia
$96K +$110K +1,818 New
PA
218
Parallel Advisors
California
$91K +$15.1K +250 +17%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$90K +$33.7K +556 +48%
EW
220
Evoke Wealth
California
$89K +$16.5K +272 +19%
FPA
221
First Pacific Advisors
California
$79K +$90.8K +1,500 New
DFCM
222
Dark Forest Capital Management
Puerto Rico
$74K +$84.7K +1,399 New
SSB
223
Sandy Spring Bank
Maryland
$63K -$666 -11 -0.9%
AAM
224
Advisors Asset Management
Colorado
$56K +$64.5K +1,066 New
BCV
225
Banque Cantonale Vaudoise
Switzerland
$53K +$60.5K +1,000 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.