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UiPath
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328 hedge funds and large institutions have $12.2B invested in UiPath in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 135 increasing their positions, 54 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 54

95% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 61

21% more funds holding

Funds holding: 271 → 328 (+57)

2.8% more ownership

Funds ownership: 60.8% → 63.6% (+2.8%)

12% less capital invested

Capital invested by funds: $13.8B → $12.2B (-$1.64B)

15% less call options, than puts

Call options by funds: $98.1M | Put options by funds: $116M

23% less funds holding in top 10

Funds holding in top 10: 22 → 17 (-5)

Holders
328
Holders Change
+57
Holders Change %
+21.03%
% of All Funds
5.05%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.26%
New
119
Increased
135
Reduced
54
Closed
61
Calls
$98.1M
Puts
$116M
Net Calls
-$17.5M
Net Calls Change
+$23.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$585M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$173M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
4
AIM
ARK Investment Management
Florida
+$146M
5
Goldman Sachs
Goldman Sachs
New York
+$133M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$596M
2
AI
Alphabet Inc
California
-$173M
3
AGFIA
Accel Growth Fund IV Associates
California
-$165M
4
N
Nuveen
North Carolina
-$124M
5
Tiger Global Management
Tiger Global Management
New York
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
Amundi
201
Amundi
France
$362K +$102K +2,060 +27%
LCM
202
Lattice Capital Management
Washington
$354K +$404K +8,200 New
GFP
203
Gryphon Financial Partners
Ohio
$350K -$822K -16,673 -67%
JF
204
Jump Financial
Illinois
$349K +$399K +8,100 New
ICP
205
Interchange Capital Partners
Pennsylvania
$344K +$394K +7,992 New
CIAS
206
Capital Investment Advisory Services
North Carolina
$323K +$369K +7,490 New
USCWA
207
U.S. Capital Wealth Advisors
Texas
$313K +$358K +7,258 New
AllianceBernstein
208
AllianceBernstein
Tennessee
$307K +$351K +7,113 New
Creative Planning
209
Creative Planning
Kansas
$306K +$40.8K +828 +13%
CAN
210
Cetera Advisor Networks
California
$302K +$346K +7,013 New
LSA
211
Leonteq Securities AG
Switzerland
$301K +$344K +6,976 New
Nomura Holdings
212
Nomura Holdings
Japan
$299K +$341K +6,920 New
ACM
213
Adalta Capital Management
New York
$298K +$203K +4,125 +148%
CPC
214
Congress Park Capital
New York
$291K +$333K +6,750 New
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$287K +$188K +3,816 +133%
RG
216
Rathbones Group
United Kingdom
$283K +$2.47K +50 +0.8%
KAS
217
Kestra Advisory Services
Texas
$283K +$41.1K +833 +15%
Franklin Resources
218
Franklin Resources
California
$279K +$319K +6,469 New
BFEC
219
Benjamin F. Edwards & Company
Missouri
$273K +$70.6K +1,431 +29%
WFA
220
WMG Financial Advisors
Tennessee
$264K +$301K +6,100 New
FC
221
FORA Capital
Florida
$264K +$302K +6,132 New
WS
222
Wedbush Securities
California
$252K +$58.7K +1,190 +26%
GC
223
Gruss & Co
Florida
$245K – – –
IWM
224
IHT Wealth Management
Illinois
$243K +$74.3K +1,507 +37%
NERM
225
New England Research & Management
Illinois
$237K +$271K +5,500 New
7 8
9
10 11

PATH Hedge Fund Activity: Q4 2021 in Review

328 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q4 2021, worth a combined $12.2B — down 12% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new PATH positions and 61 closed out — a net gain of 58 holders — while 135 added to existing stakes and 54 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $585M. The largest seller was Coatue Management, exiting entirely with an estimated $596M sold.

  • 328 institutional investors held UiPath (PATH) as of Q4 2021, up from 271 in Q3 2021.
  • Funds reported $12.2B of UiPath stock for Q4 2021, down 12% quarter-over-quarter.
  • 119 funds opened new UiPath positions in Q4 2021 and 61 closed out, a net change of +58 holders.
  • The largest UiPath buyer in Q4 2021 was Wellington Management Group, an estimated $585M added.
  • The largest UiPath seller in Q4 2021 was Coatue Management, an estimated $596M sold.

Based on aggregated 13F filings for Q4 2021.