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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
CG
901
Caprock Group
Idaho
$204K -$425K -9,732 -68%
HH
902
Hilltop Holdings
Texas
$204K +$199K +4,546 New
EWM
903
Empirical Wealth Management
Washington
$202K -$27.3K -625 -12%
MA
904
Mutual Advisors
Nebraska
$201K -$191K -4,375 -49%
GCMG
905
Gyroscope Capital Management Group
Florida
$201K +$196K +4,484 New
BAM
906
Boyar Asset Management
New York
$201K +$196K +4,492 New
QCG
907
Quadrant Capital Group
Ohio
$193K +$5.9K +135 +3%
AIM
908
Anchor Investment Management
South Carolina
$191K +$47.4K +1,085 +34%
JWA
909
JFS Wealth Advisors
Pennsylvania
$183K +$178K +4,074 New
CP
910
Corbenic Partners
Pennsylvania
$181K +$5.46K +125 +3%
LWM
911
Liberty Wealth Management
California
$180K +$49K +1,122 +39%
BU
912
BBVA USA
Alabama
$171K -$222K -5,088 -57%
SQA
913
Simon Quick Advisors
New Jersey
$169K +$106K +2,436 +180%
CAI
914
Capital Advisors Inc
Oklahoma
$168K +$1.25M +28,685 New
CFA
915
Cahill Financial Advisors
Minnesota
$167K +$162K +3,717 New
ADL
916
Asset Dedication LLC
California
$161K +$12.8K +293 +9%
JCM
917
Jacobi Capital Management
Pennsylvania
$148K +$24.2K +555 +20%
HPC
918
HM Payson & Co
Maine
$148K +$143K +3,284 +20,525%
LWCFA
919
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$139K
CC
920
Centiva Capital
New York
$137K -$65.2K -1,493 -33%
AWA
921
Arkadios Wealth Advisors
Georgia
$124K +$12K +275 +11%
DAM
922
Delta Asset Management
Tennessee
$122K
SIC
923
Salem Investment Counselors
North Carolina
$113K +$80.4K +1,840 +271%
AF
924
Advisornet Financial
Minnesota
$112K -$3.29M -75,277 -97%
FIA
925
FNY Investment Advisers
New York
$112K +$107K +2,450 +4,900%

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.