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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
JWA
1076
JFS Wealth Advisors
Pennsylvania
$34K -$141K -3,265 -80%
1IA
1077
1834 Investment Advisors
Wisconsin
$34K +$34.5K +800 New
CWP
1078
Concord Wealth Partners
Virginia
$33K +$3.1K +72 +10%
MA
1079
Montag & Associates
Georgia
$33K +$10.1K +235 +43%
CWM
1080
CarsonAllaria Wealth Management
Illinois
$33K +$34K +789 New
ECM
1081
Estabrook Capital Management
New York
$32.9K +$33.8K +785 New
EIP
1082
Ellis Investment Partners
Pennsylvania
$31K +$1.94K +45 +6%
PFBT
1083
Parkside Financial Bank & Trust
Missouri
$31K +$7.03K +163 +28%
NL
1084
NVWM LLC
Pennsylvania
$31K +$7.67K +178 +32%
EARNEST Partners
1085
EARNEST Partners
Georgia
$30K
SSB
1086
Sandy Spring Bank
Maryland
$30K
TFA
1087
Toth Financial Advisory
Virginia
$30K +$14.2K +330 +84%
JFGIW
1088
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K
SIS
1089
Sound Income Strategies
Florida
$29K
CFD
1090
Creative Financial Designs
Indiana
$29K +$4.31K +100 +17%
MW
1091
Milestone Wealth
New York
$29K +$29.7K +688 New
WWM
1092
Wolff Wiese Magana
California
$27K -$5.17K -120 -16%
CA
1093
Centerpoint Advisors
Massachusetts
$27K +$27.4K +635 New
DHGWA
1094
Dixon Hughes Goodman Wealth Advisors
North Carolina
$27K +$27.4K +636 New
GWS
1095
Glassman Wealth Services
Virginia
$26K +$4.74K +110 +22%
POIA
1096
Pin Oak Investment Advisors
Texas
$25K +$4.31K +100 +20%
WTC
1097
WhitTier Trust Company
Nevada
$25K +$18K +418 +222%
AIP
1098
Ahrens Investment Partners
Louisiana
$25K +$25.9K +600 New
WT
1099
Whittier Trust
California
$24K -$22.1K -513 -47%
MTWM
1100
Masso Torrence Wealth Management
New Jersey
$24K +$24.8K +575 New

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.