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Overview Fund Activity

300 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, 107 increasing their positions, 74 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
-11
Holders Change %
-3.54%
% of All Funds
5.19%
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
107
Reduced
74
Closed
67
Calls
$46.1M
Puts
$40.4M
Net Calls
+$5.71M
Net Calls Change
-$30.7M

Top Buyers

1
AIM
ARK Investment Management
Florida
$581M
2
NAMA
Nikko Asset Management Americas
New York
$358M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$368M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$41.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$130M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$0
2
AP
Antipodes Partners
Australia
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$37.8M
4
American Century Companies
American Century Companies
Missouri
$0
5
IVMX
Institutional Venture Management XVI
California
$60.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
201
Bank Julius Baer & Co
Switzerland
$114K -$5.52K -438 -5%
NICM
202
Neo Ivy Capital Management
New York
$114K +$114K +9,057 New
TWC
203
TD Waterhouse Canada
Ontario, Canada
$111K -$3.05M -201,242 -96%
CLOS
204
Compagnie Lombard Odier SCmA
Switzerland
$104K +$104K +8,200 New
FHA
205
First Horizon Advisors
Tennessee
$97K +$17.7K +1,410 +22%
AAM
206
Advisors Asset Management
Colorado
$93K +$2.05K +163 +2%
S
207
SignatureFD
Georgia
$93K +$47.5K +3,762 +105%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$81K +$53.2K +4,234 +191%
CA
209
Clearstead Advisors
Ohio
$80K -$52.5K -4,166 -40%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$65K +$56.4K +4,492 +658%
WTC
211
WhitTier Trust Company
Nevada
$64K -$9.41K -749 -13%
BFEC
212
Benjamin F. Edwards & Company
Missouri
$64K +$2.91K +232 +5%
Simplex Trading
213
Simplex Trading
Illinois
$58K -$1.09M -87,517 -95%
GWM
214
Geneos Wealth Management
Colorado
$56K -$24.6K -1,960 -31%
AAP
215
Arax Advisory Partners
Colorado
$55K -$3.97K -312 -7%
AIG
216
American International Group
New York
$52K +$140 +11 +0.3%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$50K -$6.86K -547 -12%
Daiwa Securities Group
218
Daiwa Securities Group
Japan
$46K -$5.5K -432 -11%
VIA
219
Vident Investment Advisory
Georgia
$45K +$45K +14,469 New
EDRH
220
Edmond de Rothschild Holding
Switzerland
$41K – – –
AF
221
Advisornet Financial
Minnesota
$39K +$62 +5 +0.2%
O
222
Ossiam
France
$35K +$35K +2,809 New
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$30K – – –
BC
224
Burleson & Co
California
$26K +$26K +2,100 New
BCV
225
Banque Cantonale Vaudoise
Switzerland
$25K – – –
7 8
9
10 11