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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
KCM
901
Kennicott Capital Management
California
$308K
BAM
902
Bosun Asset Management
Illinois
$307K +$316K +7,330 New
LFASL
903
Lugano Financial Advisors SA (LFA)
Switzerland
$305K +$244K +5,665 +350%
NFG
904
Next Financial Group
Texas
$304K -$17K -394 -5%
MSAM
905
Moloney Securities Asset Management
Missouri
$304K -$16.8K -390 -5%
OIA
906
OneDigital Investment Advisors
Kansas
$298K -$30.3K -702 -9%
OWP
907
Obermeyer Wealth Partners
Colorado
$298K -$1.72K -40 -0.6%
BPC
908
Banque Pictet & Cie
Switzerland
$298K +$6.9K +160 +2%
AWE
909
Avidian Wealth Enterprises
Texas
$298K +$85.1K +1,973 +38%
DAS
910
Dynamic Advisor Solutions
Arizona
$296K -$29.7K -689 -9%
ZIMP
911
Zimmermann Investment Management & Planning
Pennsylvania
$295K +$303K +7,036 New
AA
912
Ancora Advisors
Ohio
$294K +$948 +22 +0.3%
CL
913
CPWM LLC
Washington
$294K +$283K +6,568 New
SMC
914
Smith, Moore & Co
Missouri
$293K -$5.6K -130 -2%
GA
915
GFS Advisors
Texas
$293K +$5.82K +135 +2%
KSWA
916
Kathleen S. Wright Associates
Pennsylvania
$293K +$301K +6,990 New
PNAA
917
Pictet North America Advisors
Switzerland
$291K
WI
918
Wintrust Investments
Illinois
$291K +$299K +6,935 New
FNBOH
919
First National Bank of Hutchinson
Kansas
$291K +$300K +6,951 New
FCA
920
FLC Capital Advisors
California
$289K +$2.59K +60 +0.9%
TCM
921
Traynor Capital Management
Pennsylvania
$289K +$298K +6,905 New
PP
922
Paloma Partners
Connecticut
$288K -$371K -8,613 -56%
C
923
Certuity
Florida
$288K +$38.7K +897 +15%
SG
924
StoneX Group
New York
$288K +$92.7K +2,150 +46%
NFSG
925
Newbridge Financial Services Group
Florida
$286K -$101K -2,349 -26%

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.