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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
TFA
1001
Toth Financial Advisory
Virginia
$18K -$1.53K -35 -8%
CPWM
1002
Cypress Point Wealth Management
Texas
$18K
MFA
1003
McClarren Financial Advisors
Pennsylvania
$18K
AssetMark Inc
1004
AssetMark Inc
California
$18K +$2.27K +52 +15%
TWA
1005
TCI Wealth Advisors
Arizona
$18K +$6.42K +147 +58%
EWM
1006
Evermay Wealth Management
Virginia
$18K +$6.55K +150 +60%
CT
1007
Caldwell Trust
Florida
$17.9K
TC
1008
Trust Company
Kansas
$17K
PG
1009
Proffitt & Goodson
Tennessee
$16K
SIAP
1010
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K
SCA
1011
Stonebridge Capital Advisors
Minnesota
$16K +$13.1K +300 +500%
MAWCM
1012
Mine & Arao Wealth Creation & Management
California
$16K +$14.6K +335 +1,675%
BWP
1013
Baldwin Wealth Partners
Massachusetts
$15K
CAL
1014
Capital Advisors Ltd
Ohio
$15K
SIM
1015
Sonora Investment Management
Arizona
$14K
SWA
1016
SOA Wealth Advisors
New York
$13K -$21.8K -500 -63%
CHC
1017
City Holding Co
West Virginia
$13K
FCA
1018
FinTrust Capital Advisors
South Carolina
$13K
LWA
1019
Lenox Wealth Advisors
New York
$13K
GWSG
1020
GPS Wealth Strategies Group
Colorado
$13K +$12.3K +282 New
UOTTAIMCU
1021
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$13K +$12.4K +284 New
HFM
1022
Hartford Financial Management
Connecticut
$12K
AWM
1023
Activest Wealth Management
Florida
$12K +$5.46K +125 +92%
MGIM
1024
M&G Investment Management
United Kingdom
$11.6K +$11.1M +253,157 +4,805%
CCMW
1025
Cypress Capital Management (Wyoming)
Wyoming
$11K

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.