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Uber
UBER

Overview Fund Activity

1,088 hedge funds and large institutions have $76.8B invested in Uber in 2021 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 460 increasing their positions, 307 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
Holders Change
+57
Holders Change %
+5.53%
% of All Funds
19.16%
Holding in Top 10
79
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-11.24%
% of All Funds
1.39%
New
178
Increased
460
Reduced
307
Closed
114
Calls
$3.83B
Puts
$2.93B
Net Calls
+$903M
Net Calls Change
+$502M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$639M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$498M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$476M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$422M
5
Morgan Stanley
Morgan Stanley
New York
+$372M

Top Sellers

1
SIAU
SB Investment Advisers (UK)
United Kingdom
-$2.07B
2
JSP
Jackson Square Partners
California
-$444M
3
Coatue Management
Coatue Management
New York
-$426M
4
Tiger Global Management
Tiger Global Management
New York
-$374M
5
WRCM
Whale Rock Capital Management
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
701
Howard Financial Services
Texas
$561K – – –
CIS
702
Capital International Sarl
California
$561K +$45.5K +834 +9%
VFA
703
Valeo Financial Advisors
Indiana
$557K +$10.7K +197 +2%
LWM
704
Laidlaw Wealth Management
New York
$554K +$14.3K +262 +3%
GWMIA
705
Global Wealth Management Investment Advisory
Florida
$553K +$75.2K +1,379 +16%
LNC
706
Lincoln National Corp
Pennsylvania
$550K -$8.18K -150 -1%
MHS
707
M Holdings Securities
Oregon
$548K +$548K +10,045 New
ASN
708
Advisory Services Network
Georgia
$547K +$3.38K +62 +0.6%
AWA
709
Artemis Wealth Advisors
New York
$545K – – –
ALAM
710
Asahi Life Asset Management
Japan
$545K +$545K +9,990 New
AGM
711
Alpine Global Management
New York
$545K +$545K +10,000 New
B
712
Bellecapital
Switzerland
$543K -$201K -3,694 -27%
LOAMS
713
Lombard Odier Asset Management (Switzerland)
Switzerland
$541K +$541K +9,916 New
PFS
714
Prospera Financial Services
Texas
$535K +$32.5K +596 +6%
CI
715
Cigna Investments
Connecticut
$531K -$132K -2,414 -20%
NICM
716
Neo Ivy Capital Management
New York
$531K +$284K +5,205 +115%
SIC
717
Samalin Investment Counsel
New York
$530K -$5.23K -96 -1%
OL
718
Optas LLC
Texas
$530K – – –
JWCA
719
J.W. Cole Advisors
Florida
$528K +$168K +3,081 +47%
TMC
720
Trellus Management Company
Florida
$521K – – –
CAAS
721
Capital Asset Advisory Services
Michigan
$520K +$92K +1,690 +22%
TC
722
Tatro Capital
Kentucky
$514K -$73.2K -1,342 -12%
BHBT
723
Burke & Herbert Bank & Trust
Virginia
$512K – – –
JPLA
724
Joseph P. Lucia & Associates
New York
$512K +$16.4K +301 +3%
ER
725
Enlightenment Research
Florida
$509K -$1.55M -28,360 -75%
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