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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
WB
651
WesBanco Bank
West Virginia
$718K -$1.5M -34,369 -68%
JWCA
652
J.W. Cole Advisors
Florida
$718K +$88.7K +2,030 +14%
IWC
653
Integrated Wealth Concepts
Massachusetts
$715K +$697K +15,949 New
FT
654
Fiduciary Trust
Massachusetts
$709K +$90.7K +2,075 +15%
WF
655
WoodTrust Financial
Wisconsin
$708K +$443K +10,150 +180%
IP
656
Interval Partners
New York
$706K -$535K -12,245 -44%
SFS
657
Sowell Financial Services
Arkansas
$706K +$689K +15,759 New
HIA
658
Harbor Investment Advisory
Maryland
$704K -$345K -7,903 -33%
FHB
659
First Hawaiian Bank
Hawaii
$704K +$292K +6,682 +74%
EH
660
Equitable Holdings
New York
$700K -$1.02M -23,401 -60%
SFP
661
Shepherd Financial Partners
Massachusetts
$700K +$681K +15,587 New
PP
662
Paloma Partners
Connecticut
$694K -$1.72M -39,368 -72%
BRWM
663
B. Riley Wealth Management
Tennessee
$691K +$141K +3,216 +26%
WG
664
Winton Group
United Kingdom
$690K +$673K +15,395 New
QCIG
665
Quad-Cities Investment Group
Iowa
$688K +$34.3K +785 +5%
ANRIA
666
American National Registered Investment Advisor
Texas
$684K -$2.05K -47 -0.3%
LNWWM
667
Laird Norton Wetherby Wealth Management
California
$684K +$35.3K +809 +6%
VFA
668
Voya Financial Advisors
Connecticut
$683K -$32.3K -739 -5%
LS
669
Livforsakringsbolaget Skandia
Sweden
$681K -$188K -4,300 -22%
SF
670
Synovus Financial
Georgia
$676K -$127K -2,901 -16%
AC
671
Avestar Capital
New York
$675K -$7.6K -174 -1%
GWM
672
Geneos Wealth Management
Colorado
$675K +$26K +596 +4%
CLOS
673
Compagnie Lombard Odier SCmA
Switzerland
$673K +$9.83K +225 +2%
RIA
674
Realta Investment Advisors
Delaware
$668K +$432K +9,888 +197%
JA
675
JVL Associates
Michigan
$663K +$87 +2 +0%

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.