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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
RIA
1026
RPG Investment Advisory
California
$11K
HR
1027
Howe & Rusling
New York
$11K +$1.35K +31 +14%
APWA
1028
Atlas Private Wealth Advisors
New Jersey
$9K -$13.1K -300 -60%
BWA
1029
BDO Wealth Advisors
Florida
$9K -$9.83K -225 -54%
AW
1030
Avion Wealth
Texas
$9K
HFA
1031
HC Financial Advisors
California
$9K
HCP
1032
Hexagon Capital Partners
Arkansas
$9K +$4.37K +100 +97%
MPWT
1033
MassMutual Private Wealth & Trust
Connecticut
$9K +$8.74K +200 New
GEA
1034
Glen Eagle Advisors
New Jersey
$8.96K
AAP
1035
Arax Advisory Partners
Colorado
$8K
IRC
1036
Investors Research Corp
Georgia
$8K
WTC
1037
WhitTier Trust Company
Nevada
$8K +$8.21K +188 New
FP
1038
Financial Perspectives
Minnesota
$7.88K +$7.69K +176 New
NSIM
1039
North Star Investment Management
Illinois
$7K -$3.06K -70 -32%
OC
1040
Oakworth Capital
Alabama
$7K -$2.19K -50 -25%
ME
1041
McIlrath & Eck
Washington
$7K
RMC
1042
Resources Management Corp
Connecticut
$7K
CWAF
1043
Core Wealth Advisors (Florida)
Florida
$7K +$437 +10 +6%
WAS
1044
Winch Advisory Services
Wisconsin
$6K
TG
1045
TCW Group
California
$5.51K -$14.9M -341,815 -74%
Nisa Investment Advisors
1046
Nisa Investment Advisors
Missouri
$5.01K +$240K +5,500 +5%
BWM
1047
BerganKDV Wealth Management
Minnesota
$5K
FMP
1048
Financial Management Professionals
Texas
$5K
IF
1049
Ironwood Financial
Arizona
$5K
RCC
1050
Red Cedar Capital
Nebraska
$5K

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.