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1,087 hedge funds and large institutions have $70.2B invested in Uber in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 501 increasing their positions, 279 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 279

1% more funds holding in top 10

Funds holding in top 10: 7980 (+1)

5% more call options, than puts

Call options by funds: $3.68B | Put options by funds: $3.52B

1% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 135

1% less funds holding

Funds holding: 1,0941,087 (-7)

1.3% less ownership

Funds ownership: 75.91%74.61% (-1.3%)

9% less capital invested

Capital invested by funds: $76.9B → $70.2B (-$6.68B)

Holders
1,087
Holders Change
-7
Holders Change %
-0.64%
% of All Funds
18.92%
Holding in Top 10
80
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.27%
% of All Funds
1.39%
New
136
Increased
501
Reduced
279
Closed
135
Calls
$3.68B
Puts
$3.52B
Net Calls
+$163M
Net Calls Change
-$741M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
851
Empirical Wealth Management
Washington
$257K -$44.4K -850 -14%
NWA
852
Navis Wealth Advisors
New York
$256K
BIM
853
Baldwin Investment Management
Pennsylvania
$256K +$33.2K +635 +14%
AIA
854
Angeles Investment Advisors
California
$256K +$267K +5,103 New
CBA
855
Coastal Bridge Advisors
Connecticut
$255K
RIA
856
Realta Investment Advisors
Delaware
$252K +$262K +5,018 New
SM
857
SG3 Management
Puerto Rico
$251K +$261K +5,000 New
LB
858
Leo Brokerage
Texas
$249K +$20.8K +399 +9%
CWS
859
Cypress Wealth Services
California
$247K -$31.1K -595 -11%
CAGAS
860
Capital Advisory Group Advisory Services
Minnesota
$245K +$14.9K +286 +6%
PCM
861
Parsons Capital Management
Rhode Island
$242K
AG
862
AIA Group
Hong Kong
$242K +$278K +5,316 New
FTDI
863
First Trust Direct Indexing
Massachusetts
$240K +$250K +4,792 New
MYIA
864
Mount Yale Investment Advisors
Colorado
$239K +$8.83K +169 +4%
SS
865
Simplicity Solutions
Minnesota
$239K +$249K +4,769 New
OPWM
866
Oxinas Partners Wealth Management
Indiana
$238K +$30.2K +579 +14%
EN1L
867
Engine No 1 LLC
California
$237K +$246K +4,719 New
PTP
868
Platform Technology Partners
New York
$236K +$246K +4,716 New
EAM
869
Evanson Asset Management
California
$235K
TFGT
870
TS Financial Group (TSFG)
Illinois
$234K +$156K +2,983 +177%
UR
871
USCA RIA
Texas
$234K +$244K +4,663 New
TC
872
Telemus Capital
Michigan
$233K +$243K +4,648 New
CPA
873
Clear Perspective Advisors
Illinois
$231K +$10.4K +200 +5%
CIAS
874
Capital Investment Advisory Services
North Carolina
$230K +$10.4K +200 +5%
CC
875
Centiva Capital
New York
$228K -$53.3K -1,021 -18%

UBER Hedge Fund Activity: Q2 2021 in Review

1,087 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q2 2021, worth a combined $70.2B — down 8.7% from $76.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new UBER positions and 135 closed out — a net gain of 1 holder — while 501 added to existing stakes and 279 trimmed.

The largest buyer was Vanguard Group, adding an estimated $477M. The largest seller was SB Investment Advisers (UK), cutting an estimated $2.88B.

  • 1,087 institutional investors held Uber (UBER) as of Q2 2021, down from 1,094 in Q1 2021.
  • Funds reported $70.2B of Uber stock for Q2 2021, down 8.7% quarter-over-quarter.
  • 136 funds opened new Uber positions in Q2 2021 and 135 closed out, a net change of +1 holder.
  • The largest Uber buyer in Q2 2021 was Vanguard Group, an estimated $477M added.
  • The largest Uber seller in Q2 2021 was SB Investment Advisers (UK), an estimated $2.88B sold.

Based on aggregated 13F filings for Q2 2021.