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Uber
UBER

Overview Fund Activity

1,031 hedge funds and large institutions have $71.1B invested in Uber in 2020 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 367 increasing their positions, 250 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+215
Holders Change %
+26.35%
% of All Funds
18.29%
Holding in Top 10
89
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+56.14%
% of All Funds
1.58%
New
303
Increased
367
Reduced
250
Closed
80
Calls
$3.58B
Puts
$3.18B
Net Calls
+$401M
Net Calls Change
-$22.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.05B
2
Sands Capital Management
Sands Capital Management
Virginia
+$751M
3
Tiger Global Management
Tiger Global Management
New York
+$619M
4
Citadel Advisors
Citadel Advisors
Florida
+$514M
5
Coatue Management
Coatue Management
New York
+$476M

Top Sellers

1
HA
HHLR Advisors
Cayman Islands
-$386M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$348M
3
Fidelity International
Fidelity International
Bermuda
-$341M
4
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$236M
5
GBCP
Glade Brook Capital Partners
Connecticut
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
1001
Stonebridge Financial Planning Group
Florida
$4K – – –
MPWT
1002
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +75 New
BCWM
1003
Bartlett & Co Wealth Management
Ohio
$3.16K +$3.16K +62 New
ONST
1004
Old North State Trust
North Carolina
$3K -$600 -12 -17%
TFO
1005
Tarbox Family Office
California
$3K – – –
BC
1006
Bartlett & Co
Ohio
$3K +$3K +62 New
WAS
1007
Winch Advisory Services
Wisconsin
$3K +$3K +63 New
BHWM
1008
Bay Harbor Wealth Management
Maryland
$2K -$3K -69 -60%
CTC
1009
Central Trust Company
Missouri
$2K – – –
KCM
1010
Kathmere Capital Management
Pennsylvania
$2K – – –
HR
1011
Howe & Rusling
New York
$2K +$1.25K +25 +167%
NSB
1012
Norway Savings Bank
Maine
$2K +$2K +34 New
CWA
1013
Clearview Wealth Advisors
Oregon
$2K +$2K +38 New
WFI
1014
West Family Investments
California
$1.53K +$1.53K +30,000 New
EWM
1015
Edge Wealth Management
New York
$1K -$1.5K -21 -60%
CIR
1016
Clear Investment Research
Georgia
$1K -$1.6K -16 -62%
CFFP
1017
Center for Financial Planning
Michigan
$1K – – –
WOC
1018
West Oak Capital
California
$1K – – –
BWA
1019
Burt Wealth Advisors
Maryland
$1K +$1K +16 New
VCG
1020
Vantage Consulting Group
Virginia
$1K +$1K +23 New
FHA
1021
First Horizon Advisors
Tennessee
$1K +$1K +28 New
MCM
1022
McMillion Capital Management
North Carolina
$1K +$1K +28 New
Walleye Capital
1023
Walleye Capital
New York
$552 +$552 +10,820 New
MGIM
1024
M&G Investment Management
United Kingdom
$242 +$242 +4,754 New
TI
1025
tru Independence
Oregon
$1 +$1 +23 New
39 40
41
42 43