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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
CA
751
Cornerstone Advisory
Maryland
$433K -$38K -870 -8%
SIC
752
Samalin Investment Counsel
New York
$431K
PFG
753
PAX Financial Group
Texas
$428K -$95.7K -2,190 -19%
S
754
Seeyond
France
$424K +$299K +6,848 +261%
BHBT
755
Burke & Herbert Bank & Trust
Virginia
$421K
JPLA
756
Joseph P. Lucia & Associates
New York
$421K
MS
757
Mizuho Securities
Japan
$417K -$1.81M -41,319 -82%
SMA
758
Sage Mountain Advisors
Georgia
$417K +$406K +9,303 New
KA
759
Kovack Advisors
Florida
$415K +$53.5K +1,225 +15%
CGH
760
Crossmark Global Holdings
Texas
$414K +$20.1K +460 +5%
GW
761
GW & Wade
Massachusetts
$412K +$3.28K +75 +0.8%
NFSG
762
Newbridge Financial Services Group
Florida
$411K +$118K +2,710 +42%
IA
763
IFP Advisors
Florida
$410K +$101K +2,316 +34%
PMG
764
ProVise Management Group
Florida
$410K +$112K +2,557 +39%
HI
765
Horizon Investments
North Carolina
$410K +$400K +9,158 New
WA
766
Wealth Alliance
New York
$404K -$4.33K -99 -1%
NCM
767
New Capital Management
Texas
$404K +$376K +8,595 New
SOAMC
768
Spirit of America Management Corp
New York
$403K +$65.5K +1,500 +20%
GBA
769
Garrison Bradford & Associates
New York
$401K
FFG
770
Fortem Financial Group
California
$398K +$1.75K +40 +0.5%
ARG
771
Advisory Resource Group
Oklahoma
$397K +$107K +2,445 +38%
CPC
772
Cookson Peirce & Co
Pennsylvania
$395K -$43.7K -1,000 -10%
FTDI
773
First Trust Direct Indexing
Massachusetts
$391K +$171K +3,925 +82%
EN1L
774
Engine No 1 LLC
California
$391K +$175K +4,004 +85%
LA
775
Latitude Advisors
Florida
$391K +$192K +4,395 +101%

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.