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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
ICM
1176
Islay Capital Management
Texas
$4K
PCTC
1177
Perkins Coie Trust Company
Washington
$4K
RCC
1178
Red Cedar Capital
Nebraska
$4K
TCWM
1179
Total Clarity Wealth Management
Illinois
$4K
BWM
1180
BerganKDV Wealth Management
Minnesota
$4K +$216 +5 +5%
AIM
1181
AHL Investment Management
Florida
$4K +$4.05K +94 New
CTC
1182
Central Trust Company
Missouri
$4K +$4.31K +100 New
HNWAG
1183
High Net Worth Advisory Group
Florida
$4K +$4.31K +100 New
RF
1184
Robbins Farley
New Hampshire
$4K +$4.31K +100 New
SWA
1185
Sutton Wealth Advisors
Florida
$3.61K -$862 -20 -19%
GWSG
1186
GPS Wealth Strategies Group
Colorado
$3K -$9.01K -209 -74%
CIR
1187
Clear Investment Research
Georgia
$3K
LWANC
1188
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
TFO
1189
Tarbox Family Office
California
$3K
VCM
1190
Versant Capital Management
Arizona
$3K
KFI
1191
Key Financial Inc
Pennsylvania
$3K +$1.68K +39 +144%
SFG
1192
Steward Financial Group
Texas
$3K +$3.45K +80 New
KFS
1193
Kelly Financial Services
Massachusetts
$2.26K +$2.33K +54 New
BAM
1194
Baldrige Asset Management
Pennsylvania
$2K
CYG
1195
Clean Yield Group
Vermont
$2K
CTB
1196
Country Trust Bank
Illinois
$2K
JFA
1197
JNBA Financial Advisors
Minnesota
$2K +$1.12K +26 +96%
BBPWM
1198
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2.15K +50 New
CSB
1199
City State Bank
Iowa
$2K +$2.15K +50 New
SFO
1200
Standard Family Office
South Dakota
$2K +$2.29K +53 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.