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1,087 hedge funds and large institutions have $70.2B invested in Uber in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 501 increasing their positions, 279 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 279

1% more funds holding in top 10

Funds holding in top 10: 7980 (+1)

5% more call options, than puts

Call options by funds: $3.68B | Put options by funds: $3.52B

1% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 135

1% less funds holding

Funds holding: 1,0941,087 (-7)

1.3% less ownership

Funds ownership: 75.91%74.61% (-1.3%)

9% less capital invested

Capital invested by funds: $76.9B → $70.2B (-$6.68B)

Holders
1,087
Holders Change
-7
Holders Change %
-0.64%
% of All Funds
18.92%
Holding in Top 10
80
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.27%
% of All Funds
1.39%
New
136
Increased
501
Reduced
279
Closed
135
Calls
$3.68B
Puts
$3.52B
Net Calls
+$163M
Net Calls Change
-$741M
Name Holding Trade Value Shares
Change
Change in
Stake
CWMU
576
Caliber Wealth Management (Utah)
Utah
$1.15M -$31.6K -605 -3%
LNC
577
Lincoln National Corp
Pennsylvania
$1.14M +$666K +12,742 +126%
Two Sigma Investments
578
Two Sigma Investments
New York
$1.14M -$1.95M -37,267 -62%
SPC
579
Sigma Planning Corp
Michigan
$1.13M -$181K -3,471 -13%
OWP
580
Obermeyer Wealth Partners
Colorado
$1.12M -$52 -1 -0%
CAM
581
Covenant Asset Management
New Jersey
$1.11M +$43.3K +829 +4%
WWM
582
WT Wealth Management
Arizona
$1.11M +$243K +4,653 +27%
JRP
583
Jasper Ridge Partners
California
$1.11M
DI
584
DFPG Investments
Utah
$1.1M +$37.8K +723 +3%
HAG
585
HighPoint Advisor Group
Illinois
$1.09M +$250K +4,786 +28%
CA
586
Cetera Advisors
Colorado
$1.08M +$253K +4,840 +29%
PFA
587
Paradigm Financial Advisors
Missouri
$1.06M -$21.9K -420 -2%
KA
588
Kercheville Advisors
Texas
$1.05M -$171K -3,275 -13%
CA
589
CapWealth Advisors
Tennessee
$1.05M +$1.1M +20,998 New
JC
590
Joho Capital
New York
$1.05M
ZB
591
Zions Bancorporation
Utah
$1.04M -$136K -2,604 -11%
SWM
592
SeaCrest Wealth Management
New York
$1.04M -$1.67K -32 -0.2%
MCCP
593
Mission Creek Capital Partners
California
$1.03M +$231K +4,419 +27%
ACS
594
Archford Capital Strategies
Illinois
$1.03M +$96.5K +1,847 +10%
MAFM
595
Mid Atlantic Financial Management
Pennsylvania
$1.02M +$2.56K +49 +0.2%
AGM
596
Alpine Global Management
New York
$1.02M +$544K +10,415 +104%
MA
597
Mezzasalma Advisors
New Jersey
$1.02M
RWM
598
Ritholtz Wealth Management
New York
$1.01M -$278K -5,319 -21%
VI
599
Vestcor Inc
New Brunswick, Canada
$1.01M +$1.05M +20,190 New
PWMAG
600
Pinnacle Wealth Management Advisory Group
New Jersey
$1M +$1.05M +20,010 New

UBER Hedge Fund Activity: Q2 2021 in Review

1,087 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q2 2021, worth a combined $70.2B — down 8.7% from $76.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new UBER positions and 135 closed out — a net gain of 1 holder — while 501 added to existing stakes and 279 trimmed.

The largest buyer was Vanguard Group, adding an estimated $477M. The largest seller was SB Investment Advisers (UK), cutting an estimated $2.88B.

  • 1,087 institutional investors held Uber (UBER) as of Q2 2021, down from 1,094 in Q1 2021.
  • Funds reported $70.2B of Uber stock for Q2 2021, down 8.7% quarter-over-quarter.
  • 136 funds opened new Uber positions in Q2 2021 and 135 closed out, a net change of +1 holder.
  • The largest Uber buyer in Q2 2021 was Vanguard Group, an estimated $477M added.
  • The largest Uber seller in Q2 2021 was SB Investment Advisers (UK), an estimated $2.88B sold.

Based on aggregated 13F filings for Q2 2021.