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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
HWM
851
Horizon Wealth Management
Illinois
$393K +$404K +9,370 New
ARG
852
Advisory Resource Group
Oklahoma
$387K +$63.6K +1,475 +17%
OPS
853
Orion Portfolio Solutions
Nebraska
$386K +$23.6K +548 +6%
LWM
854
Laidlaw Wealth Management
New York
$385K -$174K -4,042 -31%
SFG
855
Synergy Financial Group
California
$382K +$393K +9,105 New
BOCH
856
Blue Owl Capital Holdings
New York
$379K +$390K +9,042 New
SOAMC
857
Spirit of America Management Corp
New York
$378K
TWM
858
Trevian Wealth Management
Massachusetts
$377K +$388K +9,005 New
CGH
859
Crossmark Global Holdings
Texas
$376K -$11.6K -270 -3%
CWM
860
Cornerstone Wealth Management
Missouri
$366K +$64K +1,484 +20%
AG
861
Ascent Group
Virginia
$364K +$436K +10,123 New
WDL
862
Well Done LLC
Michigan
$360K
FTDI
863
First Trust Direct Indexing
Massachusetts
$358K -$7.93K -184 -2%
NCM
864
New Capital Management
Texas
$358K -$2.03K -47 -0.5%
CHAM
865
Clear Harbor Asset Management
Connecticut
$356K +$64.7K +1,500 +21%
GBA
866
Garrison Bradford & Associates
New York
$354K -$21.6K -500 -6%
KP
867
Keel Point
Alabama
$354K +$16.9K +392 +5%
FFG
868
Fortem Financial Group
California
$353K -$20K -465 -5%
DU
869
Delphia (USA)
Ontario, Canada
$353K +$363K +8,422 New
LA
870
Latitude Advisors
Florida
$352K -$15K -348 -4%
KeyBank National Association
871
KeyBank National Association
Ohio
$352K +$32.8K +762 +10%
ST
872
Sentinel Trust
Texas
$352K +$362K +8,396 New
FPAS
873
Focus Partners Advisor Solutions
Missouri
$351K +$362K +8,390 New
LS
874
Livforsakringsbolaget Skandia
Sweden
$348K -$297K -6,900 -45%
DA
875
Doliver Advisors
Texas
$346K -$18.8K -435 -4%

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.