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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 %
HCP
1051
Hexagon Capital Partners
Arkansas
$5K – – –
SFPG
1052
Stonebridge Financial Planning Group
Florida
$5K – – –
WLPWM
1053
Walled Lake Planning & Wealth Management
Illinois
$5K +$5K +90 New
AW
1054
Avion Wealth
Texas
$5K +$5K +100 New
FCM
1055
Firestone Capital Management
Florida
$4K -$2.15K -35 -35%
VCM
1056
Versant Capital Management
Arizona
$4K -$1.06K -18 -21%
AWM
1057
Avior Wealth Management
Nebraska
$4K – – –
IF
1058
Ironwood Financial
Arizona
$4K – – –
CIR
1059
Clear Investment Research
Georgia
$4K +$3.39K +56 +560%
BCWM
1060
Bartlett & Co Wealth Management
Ohio
$3.38K – – –
MCM
1061
Manchester Capital Management
Vermont
$3K -$47.6K -952 -94%
BFC
1062
Bedel Financial Consulting
Indiana
$3K -$8.2K -164 -73%
BC
1063
Bartlett & Co
Ohio
$3K – – –
WAS
1064
Winch Advisory Services
Wisconsin
$3K – – –
TFO
1065
Tarbox Family Office
California
$3K – – –
DWP
1066
Destiny Wealth Partners
Florida
$3K +$3K +58 New
LWANC
1067
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +60 New
Walleye Capital
1068
Walleye Capital
New York
$2.1K +$1.51K +27,783 +257%
MPWT
1069
MassMutual Private Wealth & Trust
Connecticut
$2K -$1.49K -32 -43%
CWA
1070
Clearview Wealth Advisors
Oregon
$2K – – –
FEG
1071
Financial Enhancement Group
Indiana
$2K +$2K +39 New
CFFP
1072
Center for Financial Planning
Michigan
$1K – – –
EWM
1073
Edge Wealth Management
New York
$1K – – –
CFO
1074
CVA Family Office
Colorado
$1K +$1K +15 New
HPC
1075
HM Payson & Co
Maine
$1K +$1K +16 New
41 42
43
44 45