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1,092 hedge funds and large institutions have $63.3B invested in Uber in 2021 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 495 increasing their positions, 302 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 302

16% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 117

4% more funds holding in top 10

Funds holding in top 10: 8083 (+3)

0.49% more ownership

Funds ownership: 74.61%75.09% (+0.49%)

0% more funds holding

Funds holding: 1,0871,092 (+5)

5% less call options, than puts

Call options by funds: $4.34B | Put options by funds: $4.57B

10% less capital invested

Capital invested by funds: $70.2B → $63.3B (-$6.95B)

Holders
1,092
Holders Change
+5
Holders Change %
+0.46%
% of All Funds
19.12%
Holding in Top 10
83
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.75%
% of All Funds
1.45%
New
136
Increased
495
Reduced
302
Closed
117
Calls
$4.34B
Puts
$4.57B
Net Calls
-$236M
Net Calls Change
-$399M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
526
Stratos Wealth Partners
Ohio
$1.49M +$359K +8,212 +33%
WTB
527
Washington Trust Bank
Washington
$1.48M
IMC Chicago
528
IMC Chicago
Illinois
$1.46M -$130K -2,979 -8%
BHB
529
Bank Hapoalim BM
Israel
$1.46M +$716K +16,394 +102%
MCM
530
Mengis Capital Management
Oregon
$1.43M +$26.2K +600 +2%
VFA
531
Valeo Financial Advisors
Indiana
$1.43M +$847K +19,391 +155%
VanEck Associates
532
VanEck Associates
New York
$1.41M +$245K +5,605 +22%
AP
533
Adero Partners
California
$1.4M +$61.6K +1,409 +5%
CA
534
Cetera Advisors
Colorado
$1.39M +$417K +9,537 +44%
MC
535
Moors & Cabot
Massachusetts
$1.38M +$111K +2,541 +9%
FIA
536
Foundations Investment Advisors
Arizona
$1.37M +$125K +2,858 +10%
WWM
537
WT Wealth Management
Arizona
$1.37M +$372K +8,522 +39%
SFG
538
SevenBridge Financial Group
Pennsylvania
$1.36M -$22.7K -519 -2%
PAS
539
Park Avenue Securities
New York
$1.36M +$115K +2,641 +10%
KFP
540
KMG Fiduciary Partners
Ohio
$1.35M +$174K +3,973 +15%
FDCDDQ
541
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.35M -$15.9K -365 -1%
PAPAIJV
542
Paragon Associates & Paragon Associates II Joint Venture
Texas
$1.34M +$1.31M +30,000 New
ZB
543
Zions Bancorporation
Utah
$1.34M +$398K +9,105 +44%
GPC
544
Garrison Point Capital
California
$1.33M
CS
545
Comerica Securities
Michigan
$1.31M +$18.1K +415 +1%
CPW
546
Catalyst Private Wealth
California
$1.3M
SCM
547
Saba Capital Management
New York
$1.29M +$781K +17,874 +162%
AWM
548
AE Wealth Management
Kansas
$1.29M -$307K -7,030 -20%
VA
549
Valmark Advisers
Ohio
$1.29M +$12.8K +293 +1%
SM
550
SG3 Management
Puerto Rico
$1.28M +$1.03M +23,500 +470%

UBER Hedge Fund Activity: Q3 2021 in Review

1,092 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q3 2021, worth a combined $63.3B — down 9.9% from $70.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new UBER positions and 117 closed out — a net gain of 19 holders — while 495 added to existing stakes and 302 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $634M. The largest seller was SB Investment Advisers (UK), cutting an estimated $1.97B.

  • 1,092 institutional investors held Uber (UBER) as of Q3 2021, up from 1,087 in Q2 2021.
  • Funds reported $63.3B of Uber stock for Q3 2021, down 9.9% quarter-over-quarter.
  • 136 funds opened new Uber positions in Q3 2021 and 117 closed out, a net change of +19 holders.
  • The largest Uber buyer in Q3 2021 was Fidelity Investments, an estimated $634M added.
  • The largest Uber seller in Q3 2021 was SB Investment Advisers (UK), an estimated $1.97B sold.

Based on aggregated 13F filings for Q3 2021.