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UiPath
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Overview Fund Activity

326 hedge funds and large institutions have $12.1B invested in UiPath in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 135 increasing their positions, 54 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+55
Holders Change %
+20.3%
% of All Funds
5.03%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.26%
New
117
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
1
Wellington Management Group
Massachusetts
$688M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$760M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$416M
4
AIM
4
ARK Investment Management
Florida
$1.16B
5
Goldman Sachs
5
Goldman Sachs
New York
$278M

Top Sellers

1
Coatue Management
1
Coatue Management
New York
$0
2
AI
2
Alphabet Inc
California
$607M
3
AGFIA
3
Accel Growth Fund IV Associates
California
$566M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$21.9M
5
Tiger Global Management
5
Tiger Global Management
New York
$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
201
Lattice Capital Management
Washington
$354K +$354K +8,200 New
GFP
202
Gryphon Financial Partners
Ohio
$350K -$720K -16,673 -67%
JF
203
Jump Financial
Illinois
$349K +$349K +8,100 New
ICP
204
Interchange Capital Partners
Pennsylvania
$344K +$344K +7,992 New
CIAS
205
Capital Investment Advisory Services
North Carolina
$323K +$323K +7,490 New
USCWA
206
U.S. Capital Wealth Advisors
Texas
$313K +$313K +7,258 New
AllianceBernstein
207
AllianceBernstein
Tennessee
$307K +$307K +7,113 New
Creative Planning
208
Creative Planning
Kansas
$306K +$35.8K +828 +13%
CAN
209
Cetera Advisor Networks
California
$302K +$302K +7,013 New
Nomura Holdings
210
Nomura Holdings
Japan
$299K +$299K +6,920 New
ACM
211
Adalta Capital Management
New York
$298K +$178K +4,125 +148%
CPC
212
Congress Park Capital
New York
$291K +$291K +6,750 New
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$287K +$164K +3,816 +133%
RG
214
Rathbones Group
United Kingdom
$283K +$2.16K +50 +0.8%
KAS
215
Kestra Advisory Services
Texas
$283K +$35.9K +833 +15%
Franklin Resources
216
Franklin Resources
California
$279K +$279K +6,469 New
BFEC
217
Benjamin F. Edwards & Company
Missouri
$273K +$61.7K +1,431 +29%
WFA
218
WMG Financial Advisors
Tennessee
$264K +$264K +6,100 New
FC
219
FORA Capital
Florida
$264K +$264K +6,132 New
WS
220
Wedbush Securities
California
$252K +$51.2K +1,190 +26%
GC
221
Gruss & Co
Florida
$245K – – –
IWM
222
IHT Wealth Management
Illinois
$243K +$65K +1,507 +37%
NERM
223
New England Research & Management
Illinois
$237K +$237K +5,500 New
FCH
224
Freestone Capital Holdings
Washington
$229K +$45.5K +1,054 +25%
CLOS
225
Compagnie Lombard Odier SCmA
Switzerland
$229K +$194K +4,500 +563%
7 8
9
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