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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
SIS
976
Sound Income Strategies
Florida
$31K
CI
977
CX Institutional
Indiana
$30K
AIC
978
Archer Investment Corporation
Indiana
$29.1K -$10.9K -250 -28%
CFD
979
Creative Financial Designs
Indiana
$27K
PFBT
980
Parkside Financial Bank & Trust
Missouri
$27K +$5.77K +132 +29%
NL
981
NVWM LLC
Pennsylvania
$25K
SFP
982
Sterling Financial Planning
New Jersey
$25K
MA
983
Montag & Associates
Georgia
$24K +$8.91K +204 +60%
HFM
984
Harvest Fund Management
China
$23K -$85.7K -1,961 -79%
HNB
985
Huntington National Bank
Ohio
$23K +$524 +12 +2%
POIA
986
Pin Oak Investment Advisors
Texas
$23K +$8.74K +200 +65%
AWM
987
Accel Wealth Management
Iowa
$23K +$22.1K +505 New
TPCW
988
TD Private Client Wealth
New York
$22.8K +$4.41K +101 +25%
CAGAS
989
Capital Advisory Group Advisory Services
Minnesota
$22K -$193K -4,416 -90%
KPCM
990
Kings Point Capital Management
New York
$22K -$89.7K -2,054 -81%
LC
991
Lindbrook Capital
California
$22K -$4.63K -106 -18%
DWMG
992
DB Wealth Management Group
California
$22K
IAS
993
IMA Advisory Services
Colorado
$22K
GWS
994
Glassman Wealth Services
Virginia
$22K +$1.22K +28 +6%
CA
995
Crewe Advisors
Utah
$21K
TFIPS
996
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.2K
PAI
997
Pittenger & Anderson Inc
Nebraska
$20K
BIA
998
Bell Investment Advisors
California
$20K +$19.3K +441 New
HI
999
Hudock Inc
Pennsylvania
$20K +$20K +458 New
KTC
1000
Kistler-Tiffany Companies
Pennsylvania
$19K +$3.93K +90 +27%

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.