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Uber
UBER

Overview Fund Activity

1,088 hedge funds and large institutions have $76.8B invested in Uber in 2021 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 460 increasing their positions, 307 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
Holders Change
+57
Holders Change %
+5.53%
% of All Funds
19.16%
Holding in Top 10
79
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-11.24%
% of All Funds
1.39%
New
178
Increased
460
Reduced
307
Closed
114
Calls
$3.83B
Puts
$2.93B
Net Calls
+$903M
Net Calls Change
+$502M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$639M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$498M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$476M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$422M
5
Morgan Stanley
Morgan Stanley
New York
+$372M

Top Sellers

1
SIAU
SB Investment Advisers (UK)
United Kingdom
-$2.07B
2
JSP
Jackson Square Partners
California
-$444M
3
Coatue Management
Coatue Management
New York
-$426M
4
Tiger Global Management
Tiger Global Management
New York
-$374M
5
WRCM
Whale Rock Capital Management
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
1001
Certified Advisory Corp
Florida
$19K +$19K +345 New
BMD
1002
Better Money Decisions
New Mexico
$19K +$19K +347 New
AssetMark Inc
1003
AssetMark Inc
California
$18K -$53 -1 -0.3%
BWP
1004
Baldwin Wealth Partners
Massachusetts
$18K – – –
KTC
1005
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
PO
1006
Private Ocean
California
$18K – – –
BWA
1007
BDO Wealth Advisors
Florida
$18K +$4.15K +75 +30%
POIA
1008
Pin Oak Investment Advisors
Texas
$17K – – –
TPCW
1009
TD Private Client Wealth
New York
$16.2K +$3.43K +63 +27%
SWA
1010
SOA Wealth Advisors
New York
$16K – – –
WP
1011
WealthShield Partners
North Carolina
$16K +$16K +285 New
AWM
1012
Activest Wealth Management
Florida
$16K +$16K +299 New
CHC
1013
City Holding Co
West Virginia
$16K +$16K +300 New
FCA
1014
FinTrust Capital Advisors
South Carolina
$15K -$188K -3,500 -93%
HFM
1015
Hartford Financial Management
Connecticut
$15K – – –
SIM
1016
Sonora Investment Management
Arizona
$14K +$1.54K +28 +12%
WCM
1017
Wealthcare Capital Management
Virginia
$14K +$14K +259 New
CCMW
1018
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
RIA
1019
RPG Investment Advisory
California
$13K – – –
SIA
1020
SkyView Investment Advisors
New Jersey
$13K +$3.11K +59 +31%
TWA
1021
TCI Wealth Advisors
Arizona
$13K +$5.97K +113 +85%
HFA
1022
HC Financial Advisors
California
$12K -$113 -2 -0.9%
NSIM
1023
North Star Investment Management
Illinois
$12K – – –
LS
1024
Leelyn Smith
Illinois
$12K +$113 +2 +1%
HR
1025
Howe & Rusling
New York
$12K +$9.79K +177 +443%
39 40
41
42 43