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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
CA
951
Clearstead Advisors
Ohio
$256K -$67.8K -1,572 -21%
DZ Bank
952
DZ Bank
Germany
$256K -$16.4M -379,900 -98%
CHJWM
953
Carlton Hofferkamp & Jenks Wealth Management
Texas
$255K +$21.6K +500 +7%
BWP
954
Baldwin Wealth Partners
Massachusetts
$255K +$248K +5,750 +1,706%
MFA
955
Morling Financial Advisors
California
$255K +$262K +6,086 New
FAIM
956
Financial Advocates Investment Management
Washington
$254K -$259 -6 -0.1%
FWM
957
Focused Wealth Management
New York
$254K +$4.35K +101 +2%
RCG
958
Regatta Capital Group
California
$253K +$260K +6,029 New
MWM
959
Modera Wealth Management
New Jersey
$252K +$259K +6,008 New
PWM
960
PRW Wealth Management
Massachusetts
$251K +$216 +5 +0.1%
FCM
961
Fourpath Capital Management
Oklahoma
$251K +$258K +5,980 New
TF
962
Trek Financial
Arizona
$248K +$32.7K +759 +15%
WFI
963
West Family Investments
California
$247K +$254K +5,884 New
SC
964
Sepio Capital
Utah
$244K +$10.2K +236 +4%
MA
965
Modus Advisors
Minnesota
$244K +$250K +5,809 New
CM
966
CastleKnight Management
New York
$239K +$246K +5,700 New
TC
967
TownSquare Capital
Utah
$239K +$246K +5,704 New
IWP
968
Icon Wealth Partners
Texas
$236K
HH
969
Hilltop Holdings
Texas
$236K +$45.9K +1,064 +23%
CFA
970
Compass Financial Advisors
Indiana
$235K +$242K +5,615 New
UAS
971
United Asset Strategies
New York
$233K -$9.57K -222 -4%
CAAS
972
Capital Asset Advisory Services
Michigan
$232K -$34.4K -798 -13%
FWM
973
Forefront Wealth Management
Pennsylvania
$232K +$239K +5,533 New
UCB
974
United Community Bank
South Carolina
$231K +$238K +5,512 New
IA
975
Insight Advisors
Pennsylvania
$231K -$86.2K -2,000 -27%

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.