We are live on ! Find out more

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
PFM
901
Probabilities Fund Management
New York
$200K
EWA
902
Encompass Wealth Advisors
Oregon
$200K +$209K +4,000 New
CP
903
Corbenic Partners
Pennsylvania
$196K -$5.22K -100 -2%
CP
904
Castleview Partners
Texas
$174K +$181K +3,470 New
EWA
905
Evolution Wealth Advisors
Florida
$170K +$43K +824 +32%
ADL
906
Asset Dedication LLC
California
$166K +$150K +2,874 +659%
AIM
907
Anchor Investment Management
South Carolina
$160K +$30K +575 +22%
LWCFA
908
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$155K +$162K +3,101 New
LWM
909
Liberty Wealth Management
California
$146K +$70.1K +1,342 +85%
JCM
910
Jacobi Capital Management
Pennsylvania
$138K +$62.9K +1,205 +78%
DAM
911
Delta Asset Management
Tennessee
$136K +$55.6K +1,064 +64%
S
912
Seeyond
France
$131K +$627 +12 +0.5%
KPCM
913
Kings Point Capital Management
New York
$128K +$65.5K +1,254 +97%
HFM
914
Harvest Fund Management
China
$125K -$89.6K -1,716 -41%
AWA
915
Arkadios Wealth Advisors
Georgia
$125K +$2.14K +41 +2%
TCWA
916
Ten Capital Wealth Advisors
Washington
$118K
VNA
917
Valley National Advisers
Pennsylvania
$118K +$5.12K +98 +4%
HWM
918
HighMark Wealth Management
Minnesota
$115K
Pacer Advisors
919
Pacer Advisors
Pennsylvania
$115K +$120K +2,299 New
Carson Wealth (CWM LLC)
920
Carson Wealth (CWM LLC)
Nebraska
$113K
WIM
921
Westside Investment Management
California
$112K -$78.3K -1,500 -3%
SAS
922
Stelac Advisory Services
New York
$112K -$28.3K -541 -19%
OIA
923
Optimum Investment Advisors
Illinois
$112K +$41.9K +803 +56%
ETC
924
Exchange Traded Concepts
Oklahoma
$101K +$4.6K +88 +5%
First Manhattan
925
First Manhattan
New York
$101K +$45.5K +871 +75%

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.