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1,230 hedge funds and large institutions have $60.1B invested in Uber in 2021 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 482 increasing their positions, 330 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 276 | Existing positions closed: 121

46% more repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 330

18% more funds holding in top 10

Funds holding in top 10: 8398 (+15)

16% more call options, than puts

Call options by funds: $5.72B | Put options by funds: $4.93B

13% more funds holding

Funds holding: 1,0921,230 (+138)

0.71% less ownership

Funds ownership: 75.09%74.38% (-0.71%)

5% less capital invested

Capital invested by funds: $63.3B → $60.1B (-$3.12B)

Holders
1,230
Holders Change
+138
Holders Change %
+12.64%
% of All Funds
18.93%
Holding in Top 10
98
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+18.07%
% of All Funds
1.51%
New
276
Increased
482
Reduced
330
Closed
121
Calls
$5.72B
Puts
$4.93B
Net Calls
+$788M
Net Calls Change
+$1.02B
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
526
Gerber Kawasaki Wealth & Investment Management
California
$1.85M -$88.1K -2,043 -4%
KPWS
527
Kestra Private Wealth Services
Texas
$1.85M +$297K +6,898 +19%
Mercer Global Advisors
528
Mercer Global Advisors
Colorado
$1.83M -$550K -12,756 -23%
TI
529
Tidal Investments
Wisconsin
$1.83M +$1.13M +26,265 +151%
HFS
530
Hantz Financial Services
Michigan
$1.83M +$131K +3,044 +8%
IAA
531
Independent Advisor Alliance
North Carolina
$1.81M -$2.72M -63,036 -59%
WSCM
532
Wellington Shields Capital Management
New York
$1.8M +$875K +20,290 +89%
MCM
533
Mengis Capital Management
Oregon
$1.8M +$477K +11,075 +35%
GC
534
Garde Capital
Washington
$1.79M -$490K -11,367 -21%
QC
535
Quadrature Capital
United Kingdom
$1.77M -$1.85M -42,863 -50%
CIS
536
Capital International Sarl
California
$1.77M +$1.45M +33,686 +400%
FCH
537
Freestone Capital Holdings
Washington
$1.75M +$44.5K +1,033 +3%
MC
538
Moors & Cabot
Massachusetts
$1.73M +$435K +10,097 +32%
MFS
539
Monetta Financial Services
Illinois
$1.68M +$1.72M +40,000 New
AT
540
American Trust
Kentucky
$1.66M +$1.7M +39,500 New
IMC Chicago
541
IMC Chicago
Illinois
$1.65M +$292K +6,763 +21%
CFG
542
Citizens Financial Group
Rhode Island
$1.65M -$32.5K -755 -2%
NCM
543
Northside Capital Management
Oregon
$1.63M
Creative Planning
544
Creative Planning
Kansas
$1.61M -$23.5K -544 -1%
MVA
545
Mount Vernon Associates
Maryland
$1.61M +$56K +1,300 +4%
BOH
546
Bank of Hawaii
Hawaii
$1.59M +$1.14M +26,405 +228%
HAM
547
Hedges Asset Management
Nevada
$1.56M +$1.61M +37,300 New
CA
548
Cetera Advisors
Colorado
$1.56M +$258K +5,985 +19%
CIS
549
Connors Investor Services
Pennsylvania
$1.55M
SWP
550
Stratos Wealth Partners
Ohio
$1.54M +$157K +3,638 +11%

UBER Hedge Fund Activity: Q4 2021 in Review

1,230 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q4 2021, worth a combined $60.1B — down 4.9% from $63.3B a quarter earlier.

Buyers outnumbered sellers: 276 funds opened new UBER positions and 121 closed out — a net gain of 155 holders — while 482 added to existing stakes and 330 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $653M. The largest seller was Fidelity Investments, cutting an estimated $796M.

  • 1,230 institutional investors held Uber (UBER) as of Q4 2021, up from 1,092 in Q3 2021.
  • Funds reported $60.1B of Uber stock for Q4 2021, down 4.9% quarter-over-quarter.
  • 276 funds opened new Uber positions in Q4 2021 and 121 closed out, a net change of +155 holders.
  • The largest Uber buyer in Q4 2021 was Fisher Asset Management, an estimated $653M added.
  • The largest Uber seller in Q4 2021 was Fidelity Investments, an estimated $796M sold.

Based on aggregated 13F filings for Q4 2021.