UBER icon

Uber
UBER

Overview Fund Activity

1,088 hedge funds and large institutions have $76.8B invested in Uber in 2021 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 460 increasing their positions, 307 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
Holders Change
+57
Holders Change %
+5.53%
% of All Funds
19.16%
Holding in Top 10
79
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-11.24%
% of All Funds
1.39%
New
178
Increased
460
Reduced
307
Closed
114
Calls
$3.83B
Puts
$2.93B
Net Calls
+$903M
Net Calls Change
+$502M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$639M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$498M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$476M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$422M
5
Morgan Stanley
Morgan Stanley
New York
+$372M

Top Sellers

1
SIAU
SB Investment Advisers (UK)
United Kingdom
-$2.07B
2
JSP
Jackson Square Partners
California
-$444M
3
Coatue Management
Coatue Management
New York
-$426M
4
Tiger Global Management
Tiger Global Management
New York
-$374M
5
WRCM
Whale Rock Capital Management
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPW
526
Catalyst Private Wealth
California
$1.59M +$1.59M +29,080 New
WS
527
Wedbush Securities
California
$1.56M +$624K +11,447 +67%
BWL
528
Bogart Wealth LLC
Virginia
$1.54M +$353K +6,469 +30%
EH
529
Equitable Holdings
New York
$1.54M +$91K +1,669 +6%
BJL
530
Brighton Jones LLC
Washington
$1.53M -$96K -1,762 -6%
MVA
531
Mount Vernon Associates
Maryland
$1.53M -$2.73K -50 -0.2%
SCM
532
Shelton Capital Management
Colorado
$1.52M +$1.52M +27,810 New
BCV
533
Banque Cantonale Vaudoise
Switzerland
$1.5M +$368K +6,750 +32%
SWIG
534
Strategic Wealth Investment Group
Kentucky
$1.49M +$205K +3,753 +16%
NL
535
Navalign LLC
California
$1.48M +$1.48M +27,124 New
VLC
536
Van Leeuwen & Company
New Jersey
$1.48M +$767K +14,076 +108%
KFP
537
KMG Fiduciary Partners
Ohio
$1.45M +$40.4K +742 +3%
PCP
538
Proficio Capital Partners
Massachusetts
$1.45M +$40K +733 +3%
SPC
539
Sigma Planning Corp
Michigan
$1.42M -$53.2K -975 -4%
SW
540
SkyOak Wealth
Michigan
$1.42M +$31.7K +542 +2%
MC
541
Moors & Cabot
Massachusetts
$1.42M +$583K +10,693 +70%
JWM
542
Jeppson Wealth Management
California
$1.41M -$45.2K -830 -3%
AIM
543
Achmea Investment Management
Netherlands
$1.4M – – –
NW
544
NewEdge Wealth
Pennsylvania
$1.4M +$1.4M +25,600 New
RWM
545
Ritholtz Wealth Management
New York
$1.39M -$28.7K -527 -2%
VCM
546
Virtue Capital Management
Tennessee
$1.39M +$28.8K +529 +2%
SPIO
547
Seven Post Investment Office
California
$1.36M – – –
OFA
548
Oak Family Advisors
Illinois
$1.36M -$64.4K -1,181 -5%
GGHC
549
Gilder Gagnon Howe & Co
New York
$1.35M -$106K -1,942 -7%
PAS
550
Park Avenue Securities
New York
$1.35M +$448K +8,219 +50%
20 21
22
23 24