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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
WOC
1051
West Oak Capital
California
$5K
RCA
1052
Ranch Capital Advisors
Florida
$5K +$4.81K +110 New
SWA
1053
Sutton Wealth Advisors
Florida
$4.75K
NC
1054
NewSquare Capital
Pennsylvania
$4K -$55K -1,259 -93%
BMD
1055
Better Money Decisions
New Mexico
$4K -$11.2K -257 -74%
DFCM
1056
Dark Forest Capital Management
Puerto Rico
$4K -$44 -1 -1%
AWM
1057
Avior Wealth Management
Nebraska
$4K
BCM
1058
Bourgeon Capital Management
Connecticut
$4K
FCM
1059
Firestone Capital Management
Florida
$4K
ICM
1060
Islay Capital Management
Texas
$4K
PCTC
1061
Perkins Coie Trust Company
Washington
$4K
WLPWM
1062
Walled Lake Planning & Wealth Management
Illinois
$4K
VCM
1063
Versant Capital Management
Arizona
$4K +$874 +20 +33%
TCWM
1064
Total Clarity Wealth Management
Illinois
$4K +$3.93K +90 New
BA
1065
Bellwether Advisors
Nebraska
$4K +$4.37K +100 New
BFC
1066
Bedel Financial Consulting
Indiana
$3K
CIR
1067
Clear Investment Research
Georgia
$3K
LWANC
1068
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
MCM
1069
Manchester Capital Management
Vermont
$3K
TFO
1070
Tarbox Family Office
California
$3K
TLFA
1071
True Link Financial Advisors
California
$3K
TCM
1072
TD Capital Management
Tennessee
$3K +$2.62K +60 New
BAM
1073
Baldrige Asset Management
Pennsylvania
$2K
CYG
1074
Clean Yield Group
Vermont
$2K
CWA
1075
Clearview Wealth Advisors
Oregon
$2K

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.