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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
SPC
601
Sigma Planning Corp
Michigan
$935K -$74.8K -1,711 -8%
CAPTRUST Financial Advisors
602
CAPTRUST Financial Advisors
North Carolina
$932K +$208K +4,750 +30%
PA
603
Profund Advisors
Maryland
$926K -$140K -3,203 -13%
Acadian Asset Management
604
Acadian Asset Management
Massachusetts
$926K +$724K +16,566 +401%
CC
605
Copperleaf Capital
North Carolina
$924K +$57.8K +1,324 +7%
RWM
606
Ritholtz Wealth Management
New York
$913K +$6.03K +138 +0.7%
MA
607
Mezzasalma Advisors
New Jersey
$911K
SIA
608
SkyView Investment Advisors
New Jersey
$899K +$866K +19,828 +8,028%
SWM
609
SeaCrest Wealth Management
New York
$898K -$29.7K -679 -3%
MF
610
Magnetar Financial
Illinois
$896K -$845K -19,350 -49%
JAMH
611
Junson Asset Management (HK)
Hong Kong
$896K
MIAN
612
Mariner Independent Advisor Network
Kansas
$894K +$284K +6,500 +48%
PI
613
PineBridge Investments
New York
$893K -$356K -8,154 -29%
PFA
614
Paradigm Financial Advisors
Missouri
$891K -$51.6K -1,180 -6%
MFG
615
Menard Financial Group
Texas
$878K +$63.1K +1,444 +8%
RA
616
Resolute Advisors
California
$859K +$838K +19,184 New
QP
617
Quilter Plc
United Kingdom
$857K +$74.9K +1,715 +10%
KAS
618
Kemnay Advisory Services
New York
$854K +$119K +2,715 +17%
MYLI
619
Meiji Yasuda Life Insurance
Japan
$851K
EI
620
Ethic Inc
New York
$844K -$333K -7,614 -29%
BCM
621
Brookstone Capital Management
Illinois
$843K +$17.6K +403 +2%
TCM
622
Twin Capital Management
Pennsylvania
$840K -$199K -4,550 -20%
SC
623
Sierra Capital
Florida
$838K
SFI
624
Siemens Fonds Invest
Germany
$837K +$85.1K +1,947 +12%
PWA
625
Providence Wealth Advisors
Illinois
$835K

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.