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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
WA
676
WP Advisors
California
$657K
CA
677
Claro Advisors
Massachusetts
$655K +$123K +2,813 +24%
PWMAG
678
Pinnacle Wealth Management Advisory Group
New Jersey
$652K -$238K -5,450 -27%
TMC
679
Trellus Management Company
Florida
$652K +$218K +5,000 +52%
VWM
680
Vigilare Wealth Management
Arizona
$652K +$636K +14,555 New
Lord, Abbett & Co
681
Lord, Abbett & Co
New Jersey
$651K -$84.5M -1,934,696 -99%
BFEC
682
Benjamin F. Edwards & Company
Missouri
$649K +$45.6K +1,043 +8%
KWM
683
Kingsview Wealth Management
Oregon
$648K -$370K -8,462 -37%
SRC
684
Sage Rhino Capital
California
$648K -$111K -2,538 -15%
CGL
685
Clarius Group LLC
Washington
$648K +$2.27K +52 +0.4%
GWMIA
686
Global Wealth Management Investment Advisory
Florida
$634K +$111K +2,545 +22%
HCM
687
HGI Capital Management
New York
$630K +$288K +6,589 +88%
HA
688
Harbor Advisors
Florida
$627K
LCH
689
Lee Capital Holdings
New York
$627K +$612K +14,000 New
WC
690
Woodstock Corp
Massachusetts
$626K
HSA
691
HBK Sorce Advisory
Pennsylvania
$621K +$23.8K +544 +4%
NCL
692
Nishkama Capital LLC
Puerto Rico
$614K +$599K +13,700 New
LWM
693
Lyell Wealth Management
California
$612K +$87.4K +2,000 +17%
WFO
694
Wealthgate Family Office
Colorado
$611K -$912K -20,862 -60%
CIBC Private Wealth Group
695
CIBC Private Wealth Group
Georgia
$607K -$429K -9,821 -42%
S
696
SignatureFD
Georgia
$599K +$68.2K +1,561 +13%
MOS
697
MGO One Seven
Ohio
$595K +$52.5K +1,202 +10%
SHGA
698
Sand Hill Global Advisors
California
$592K -$15.7K -359 -3%
LWM
699
Laidlaw Wealth Management
New York
$592K +$59.7K +1,366 +12%
CM
700
Capula Management
Cayman Islands
$591K +$577K +13,200 New

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.