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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
WIM
926
Westside Investment Management
California
$284K +$406K +9,425 +17%
SXL
927
Summit X LLC
Missouri
$283K +$15.7K +365 +6%
AC
928
ASB Consultores
Florida
$282K +$290K +6,737 New
GT
929
Glenview Trust
Kentucky
$281K +$5.26K +122 +2%
PWPS
930
Pinnacle Wealth Planning Services
Ohio
$281K +$15.4K +357 +6%
CFGS
931
Concourse Financial Group Securities
Alabama
$280K +$55K +1,275 +24%
IAP
932
Indie Asset Partners
Indiana
$278K -$18.6K -431 -6%
FB
933
Fulton Bank
Pennsylvania
$277K -$16.4K -380 -5%
NWA
934
Navis Wealth Advisors
New York
$277K
SBH
935
Segall Bryant & Hamill
Illinois
$273K
SP
936
Successful Portfolios
Florida
$271K +$278K +6,452 New
ZIG
937
Zuckerman Investment Group
Illinois
$271K +$278K +6,460 New
SWA
938
Sax Wealth Advisors
New Jersey
$270K +$42.8K +993 +18%
CA
939
CoreCap Advisors
Michigan
$269K +$276K +6,410 New
WIC
940
Woodmont Investment Counsel
Tennessee
$268K +$275K +6,380 New
RIA
941
Regal Investment Advisors
Michigan
$266K +$11.1K +257 +4%
NFG
942
Norris Financial Group
South Carolina
$266K +$273K +6,338 New
MMA
943
Miracle Mile Advisors
California
$265K +$28.8K +667 +12%
MJB
944
Mark J. Bradley
$265K +$272K +6,310 New
RFN
945
RDA Financial Network
Iowa
$264K +$23.3K +540 +9%
GC
946
GFG Capital
Florida
$263K +$270K +6,262 New
MIM
947
Moseley Investment Management
Florida
$262K -$44.4K -1,029 -14%
KFA
948
Kelleher Financial Advisors
New York
$260K -$254K -5,900 -49%
NICM
949
Neo Ivy Capital Management
New York
$259K +$266K +6,176 New
CA
950
CV Advisors
Florida
$258K +$265K +6,145 New

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.