We are live on ! Find out more

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
GIA
776
Gladstone Institutional Advisory
Florida
$388K -$107K -2,451 -22%
OPS
777
Orion Portfolio Solutions
Nebraska
$388K +$57.2K +1,310 +18%
WDL
778
Well Done LLC
Michigan
$384K -$10.6K -242 -3%
AIC
779
Ameritas Investment Company
Nebraska
$384K +$106K +2,416 +39%
CW
780
CreativeOne Wealth
Kansas
$383K +$39.1K +894 +12%
IC
781
Intersect Capital
California
$382K -$320K -7,316 -46%
WJWM
782
Williams Jones Wealth Management
New York
$379K +$369K +8,450 New
CIS
783
Capital International Sarl
California
$377K -$29.1K -667 -7%
IAIM
784
International Assets Investment Management
Florida
$376K -$334K -7,637 -15%
SAG
785
Spotlight Asset Group
Illinois
$376K +$4.5K +103 +1%
AIA
786
Angeles Investment Advisors
California
$376K +$143K +3,279 +64%
GT
787
Glenmede Trust
Pennsylvania
$373K -$5.99K -137 -2%
TP
788
Tranquility Partners
Tennessee
$372K +$97.1K +2,223 +37%
BCA
789
Berman Capital Advisors
Georgia
$370K -$5.9K -135 -2%
APA
790
American Portfolios Advisors
New York
$368K +$50.5K +1,155 +16%
DT
791
Diversified Trust
Tennessee
$366K +$162K +3,713 +83%
HI
792
Harbour Investments
Wisconsin
$365K -$182K -4,174 -34%
AAS
793
Avantax Advisory Services
Texas
$365K +$78.6K +1,799 +28%
KP
794
Keel Point
Alabama
$361K +$40K +915 +13%
DP
795
Dearborn Partners
Illinois
$358K +$83.5K +1,911 +31%
MCA
796
Magnolia Capital Advisors
Mississippi
$353K +$344K +7,877 New
GG
797
Golden Green
South Carolina
$351K +$1.27K +29 +0.4%
OIA
798
OneDigital Investment Advisors
Kansas
$350K +$612 +14 +0.2%
DAS
799
Dynamic Advisor Solutions
Arizona
$347K +$90.7K +2,075 +37%
Koshinski Asset Management
800
Koshinski Asset Management
Illinois
$344K +$336K +7,688 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.