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1,230 hedge funds and large institutions have $60.1B invested in Uber in 2021 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 482 increasing their positions, 330 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 276 | Existing positions closed: 121

46% more repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 330

18% more funds holding in top 10

Funds holding in top 10: 8398 (+15)

16% more call options, than puts

Call options by funds: $5.72B | Put options by funds: $4.93B

13% more funds holding

Funds holding: 1,0921,230 (+138)

0.71% less ownership

Funds ownership: 75.09%74.38% (-0.71%)

5% less capital invested

Capital invested by funds: $63.3B → $60.1B (-$3.12B)

Holders
1,230
Holders Change
+138
Holders Change %
+12.64%
% of All Funds
18.93%
Holding in Top 10
98
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+18.07%
% of All Funds
1.51%
New
276
Increased
482
Reduced
330
Closed
121
Calls
$5.72B
Puts
$4.93B
Net Calls
+$788M
Net Calls Change
+$1.02B
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
826
Pennsylvania Capital Management
Pennsylvania
$440K +$453K +10,500 New
AWM
827
Avaii Wealth Management
Wisconsin
$439K +$451K +10,460 New
LAS
828
LWM Advisory Services
Florida
$438K +$450K +10,448 New
V
829
Veritable
Delaware
$437K -$39.2K -910 -8%
ZIG
830
Zullo Investment Group
Pennsylvania
$433K +$446K +10,335 New
WMA
831
Wealth Management Associates
New Jersey
$431K +$18.1K +421 +4%
WA
832
Wealth Alliance
New York
$427K +$51.3K +1,189 +13%
AWM
833
Apollon Wealth Management
South Carolina
$425K +$431K +9,991 New
EI
834
Ethic Inc
New York
$424K -$377K -8,738 -46%
CBN
835
Cadence Bank NA
Texas
$423K +$129K +2,995 +42%
AWA
836
Artemis Wealth Advisors
New York
$419K
VVP
837
Venture Visionary Partners
Ohio
$416K +$5.86K +136 +1%
VLC
838
Van Leeuwen & Company
New Jersey
$416K +$428K +9,929 New
MPM
839
MBB Public Markets
Illinois
$414K +$425K +9,868 New
Wealthfront Advisers
840
Wealthfront Advisers
California
$413K +$424K +9,841 New
CPC
841
Cookson Peirce & Co
Pennsylvania
$412K +$43.1K +1,000 +11%
GWCM
842
Godshalk Welsh Capital Management
Pennsylvania
$409K +$165K +3,825 +65%
PFG
843
PAX Financial Group
Texas
$401K +$733 +17 +0.2%
PWMAG
844
Pinnacle Wealth Management Advisory Group
New Jersey
$400K -$216K -5,010 -34%
PCA
845
Pallas Capital Advisors
Massachusetts
$399K -$7.2K -167 -1%
MYIA
846
Mount Yale Investment Advisors
Colorado
$397K -$43.4K -1,006 -10%
GA
847
GraniteShares Advisors
New York
$397K +$409K +9,488 New
WCG
848
Weaver Consulting Group
California
$396K +$407K +9,452 New
SIC
849
Samalin Investment Counsel
New York
$395K -$8.45K -196 -2%
BHBT
850
Burke & Herbert Bank & Trust
Virginia
$394K

UBER Hedge Fund Activity: Q4 2021 in Review

1,230 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q4 2021, worth a combined $60.1B — down 4.9% from $63.3B a quarter earlier.

Buyers outnumbered sellers: 276 funds opened new UBER positions and 121 closed out — a net gain of 155 holders — while 482 added to existing stakes and 330 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $653M. The largest seller was Fidelity Investments, cutting an estimated $796M.

  • 1,230 institutional investors held Uber (UBER) as of Q4 2021, up from 1,092 in Q3 2021.
  • Funds reported $60.1B of Uber stock for Q4 2021, down 4.9% quarter-over-quarter.
  • 276 funds opened new Uber positions in Q4 2021 and 121 closed out, a net change of +155 holders.
  • The largest Uber buyer in Q4 2021 was Fisher Asset Management, an estimated $653M added.
  • The largest Uber seller in Q4 2021 was Fidelity Investments, an estimated $796M sold.

Based on aggregated 13F filings for Q4 2021.