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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
QT
1001
Quantamental Technologies
New York
$203K -$699K -16,206 -77%
CIAS
1002
Capital Investment Advisory Services
North Carolina
$201K +$8.71K +202 +4%
EWM
1003
Empirical Wealth Management
Washington
$201K +$12.9K +300 +7%
MIC
1004
Meridian Investment Counsel
California
$201K +$207K +4,800 New
CANY
1005
Caxton Associates (New York)
New York
$200K +$206K +4,772 New
QPWM
1006
Quadrant Private Wealth Management
Pennsylvania
$200K +$206K +4,772 New
KCM
1007
KRS Capital Management
Michigan
$198K +$204K +4,725 New
QCG
1008
Quadrant Capital Group
Ohio
$195K +$14.9K +346 +8%
GCMG
1009
Gyroscope Capital Management Group
Florida
$188K
CF
1010
Centaurus Financial
California
$176K -$150K -3,483 -45%
AFG
1011
Albion Financial Group
Utah
$174K -$104K -2,410 -37%
HWM
1012
HighMark Wealth Management
Minnesota
$171K +$77.4K +1,795 +79%
CP
1013
Corbenic Partners
Pennsylvania
$169K
Acadian Asset Management
1014
Acadian Asset Management
Massachusetts
$165K -$723K -16,761 -81%
FCA
1015
FinTrust Capital Advisors
South Carolina
$153K +$145K +3,373 +1,205%
LFG
1016
Larson Financial Group
Missouri
$152K +$109K +2,532 +232%
DAL
1017
Delta Accumulation LLC
California
$151K +$155K +3,600 New
HPC
1018
HM Payson & Co
Maine
$138K
EWM
1019
Edge Wealth Management
New York
$135K +$46.6K +1,080 +51%
HI
1020
Harbour Investments
Wisconsin
$133K -$215K -4,985 -61%
FPWM
1021
FSB Premier Wealth Management
Iowa
$133K +$137K +3,176 New
C
1022
Covestor
United Kingdom
$130K +$133K +3,091 New
AG
1023
AIA Group
Hong Kong
$118K -$196K -4,548 -62%
LWCFA
1024
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$117K -$13.8K -321 -10%
AF
1025
Advisornet Financial
Minnesota
$116K +$11.3K +261 +10%

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.