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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
CAL
1126
Capital Advisors Ltd
Ohio
$15K +$733 +17 +5%
M1FG
1127
Mach-1 Financial Group
Arkansas
$15K +$15.7K +365 New
CWS
1128
Confluence Wealth Services
Pennsylvania
$15K +$15.8K +366 New
AIC
1129
Archer Investment Corporation
Indiana
$14.7K -$12.9K -300 -46%
CAM
1130
CenterStar Asset Management
Illinois
$14K
LWA
1131
Lenox Wealth Advisors
New York
$14K +$1.42K +33 +11%
RDIA
1132
RE Dickinson Investment Advisors
Iowa
$14K +$14.7K +340 New
SFM
1133
Signet Financial Management
New Jersey
$13K +$13.1K +303 New
WFS
1134
Widmann Financial Services
Maryland
$13K +$14.2K +330 New
SWA
1135
SOA Wealth Advisors
New York
$12K
DFCM
1136
Dark Forest Capital Management
Puerto Rico
$12K +$8.79K +204 +234%
AWM
1137
Activest Wealth Management
Florida
$11K
CHC
1138
City Holding Co
West Virginia
$11K
HFM
1139
Hartford Financial Management
Connecticut
$11K
MGIM
1140
M&G Investment Management
United Kingdom
$10.8K -$12K -279 -0.1%
CCMW
1141
Cypress Capital Management (Wyoming)
Wyoming
$10K
NSIM
1142
North Star Investment Management
Illinois
$10K +$3.62K +84 +56%
RCG
1143
Rock Creek Group
District of Columbia
$10K +$10.2K +236 New
HCM
1144
Highlander Capital Management
New Jersey
$10K +$10.8K +250 New
LF
1145
Lee Financial
Texas
$9K -$45.7K -1,060 -84%
EI
1146
Ellevest Inc
New York
$9K -$43.1K -1,000 -83%
BIA
1147
Bell Investment Advisors
California
$9K -$9.4K -218 -49%
HFA
1148
HC Financial Advisors
California
$9K
IAG
1149
Investmark Advisory Group
Connecticut
$9K +$10K +233 New
GEA
1150
Glen Eagle Advisors
New Jersey
$8.39K

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.