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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
BLC
1151
Brown, Lisle/Cummings
Rhode Island
$8.39K +$8.62K +200 New
VRS
1152
Virginia Retirement Systems
Virginia
$8.2K +$8.43M +195,600 New
EL
1153
EMFO LLC
Florida
$8K -$259K -6,000 -97%
AW
1154
Avion Wealth
Texas
$8K
BHWM
1155
Beaird Harris Wealth Management
Texas
$8K +$8.19K +190 New
FP
1156
Financial Perspectives
Minnesota
$7.38K
AAP
1157
Arax Advisory Partners
Colorado
$7K
IRC
1158
Investors Research Corp
Georgia
$7K
ME
1159
McIlrath & Eck
Washington
$7K
SN
1160
Sittner & Nelson
Oregon
$7K +$7.37K +171 New
OC
1161
Oakworth Capital
Alabama
$6K
RMC
1162
Resources Management Corp
Connecticut
$6K
CWA
1163
Clearview Wealth Advisors
Oregon
$6K +$4.31K +100 +263%
RPCONE
1164
Retirement Planning Company of New England
Rhode Island
$6K +$6.47K +150 New
TFP
1165
Tilia Fiduciary Partners
North Carolina
$6K +$6.68K +155 New
FMP
1166
Financial Management Professionals
Texas
$5K
WOC
1167
West Oak Capital
California
$5K +$431 +10 +8%
EWM
1168
Elmwood Wealth Management
California
$5K +$5.43K +126 New
SCA
1169
Sandy Cove Advisors
Massachusetts
$5K +$5.6K +130 New
PP
1170
PFS Partners
New Jersey
$4.19K +$4.31K +100 New
TWA
1171
TCI Wealth Advisors
Arizona
$4K -$13.3K -308 -77%
CWAF
1172
Core Wealth Advisors (Florida)
Florida
$4K -$3.23K -75 -45%
WAS
1173
Winch Advisory Services
Wisconsin
$4K -$1.34K -31 -24%
BA
1174
Bellwether Advisors
Nebraska
$4K
BCM
1175
Bourgeon Capital Management
Connecticut
$4K

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.