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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
BAM
701
Belpointe Asset Management
Nevada
$588K -$19.4K -444 -3%
KCM
702
Karp Capital Management
California
$587K
VWA
703
V Wealth Advisors
Kansas
$577K -$7.3K -167 -1%
BCM
704
Bienville Capital Management
New York
$577K
GVAG
705
Great Valley Advisor Group
Delaware
$577K +$187K +4,283 +50%
GCIA
706
Gabelli & Co Investment Advisers
New York
$560K
PFS
707
Prospera Financial Services
Texas
$556K +$109K +2,489 +25%
GSEP
708
Golden State Equity Partners
California
$554K +$254K +5,815 +89%
TC
709
Telemus Capital
Michigan
$554K +$337K +7,715 +166%
TMAM
710
Tokio Marine Asset Management
Japan
$550K -$97.8K -2,239 -15%
KFP
711
KB Financial Partners
New Jersey
$547K +$87.9K +2,011 +20%
BP
712
Ballentine Partners
Massachusetts
$545K -$175 -4 -0%
KFA
713
Kelleher Financial Advisors
New York
$542K +$260K +5,961 +97%
American Century Companies
714
American Century Companies
Missouri
$541K +$44.2K +1,011 +9%
SW
715
SkyOak Wealth
Michigan
$538K -$6.73K -154 -1%
CMANY
716
Capital Management Associates (New York)
New York
$536K +$245K +5,608 +88%
CCA
717
Column Capital Advisors
Indiana
$532K -$13.7K -313 -3%
KJWM
718
Kiley Juergens Wealth Management
Washington
$523K -$328K -7,517 -39%
IC
719
Iconiq Capital
California
$523K
B
720
Bailard
California
$520K -$1.81M -41,379 -78%
BOH
721
Bank of Hawaii
Hawaii
$519K -$262K -5,986 -34%
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
$518K +$161K +3,696 +47%
PCA
723
Pallas Capital Advisors
Massachusetts
$516K -$68.4K -1,565 -12%
CP
724
Covenant Partners
Tennessee
$516K -$55K -1,258 -10%
OL
725
Optas LLC
Texas
$510K +$70.3K +1,609 +16%

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.