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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
AA
826
Ancora Advisors
Ohio
$313K +$116K +2,654 +61%
BPC
827
Banque Pictet & Cie
Switzerland
$311K
PNAA
828
Pictet North America Advisors
Switzerland
$311K
GA
829
GFS Advisors
Texas
$307K
FCA
830
FLC Capital Advisors
California
$306K
BFIM
831
Beese Fulmer Investment Management
Ohio
$305K +$18.9K +432 +7%
KF
832
Krilogy Financial
Missouri
$304K +$296K +6,776 New
MWA
833
MFA Wealth Advisors
Pennsylvania
$298K +$50.6K +1,158 +21%
NWA
834
Navis Wealth Advisors
New York
$296K +$65.5K +1,500 +29%
GT
835
Glenview Trust
Kentucky
$295K -$7.12K -163 -2%
AFG
836
Albion Financial Group
Utah
$294K +$830 +19 +0.3%
MCM
837
MAI Capital Management
Ohio
$294K +$21.7K +496 +8%
SBH
838
Segall Bryant & Hamill
Illinois
$291K +$284K +6,500 New
WIM
839
Westside Investment Management
California
$285K +$494K +11,300 +27%
SXL
840
Summit X LLC
Missouri
$284K -$21.6K -494 -7%
CAAS
841
Capital Asset Advisory Services
Michigan
$283K -$206K -4,718 -43%
PWPS
842
Pinnacle Wealth Planning Services
Ohio
$283K -$26.7K -612 -9%
EL
843
EMFO LLC
Florida
$277K -$131K -3,000 -33%
DWM
844
Dakota Wealth Management
Florida
$273K -$931K -21,298 -78%
RIA
845
Regal Investment Advisors
Michigan
$272K +$1.53K +35 +0.6%
FAIM
846
Financial Advocates Investment Management
Washington
$270K -$39.4K -902 -13%
C
847
Certuity
Florida
$268K +$77K +1,762 +42%
PWM
848
PRW Wealth Management
Massachusetts
$268K +$262K +5,987 New
CRC
849
Curi RMB Capital
Illinois
$267K +$32.8K +750 +14%
FWM
850
Focused Wealth Management
New York
$267K +$254K +5,812 +4,008%

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.