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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
GSEP
1276
Golden State Equity Partners
California
-$554K -12,363 Closed
KJWM
1277
Kiley Juergens Wealth Management
Washington
-$523K -11,694 Closed
LJAC
1278
L.J. Altfest & Co
New York
-$488K -10,885 Closed
EWM
1279
Evercore Wealth Management
New York
-$473K -10,551 Closed
AAP
1280
Ardsley Advisory Partners
Connecticut
-$470K -10,500 Closed
DTL
1281
Dynamic Technology Lab
Singapore
-$452K -10,092 Closed
CI
1282
Clal Insurance
Israel
-$448K -10,000 Closed
SMA
1283
Sage Mountain Advisors
Georgia
-$417K -9,303 Closed
WJWM
1284
Williams Jones Wealth Management
New York
-$379K -8,450 Closed
AIA
1285
Angeles Investment Advisors
California
-$376K -8,382 Closed
DT
1286
Diversified Trust
Tennessee
-$366K -8,180 Closed
GG
1287
Golden Green
South Carolina
-$351K -7,836 Closed
IMRF
1288
Illinois Municipal Retirement Fund
Illinois
-$317K -7,083 Closed
MWA
1289
MFA Wealth Advisors
Pennsylvania
-$298K -6,662 Closed
DWM
1290
Dakota Wealth Management
Florida
-$273K -6,087 Closed
TCM
1291
Tuttle Capital Management
Connecticut
-$263K -5,862 Closed
SB
1292
Simmons Bank
Arkansas
-$262K -5,856 Closed
MWM
1293
Meridian Wealth Management
Kentucky
-$262K -5,849 Closed
FA
1294
Forefront Analytics
Pennsylvania
-$258K -5,756 Closed
Axa
1295
Axa
France
-$250K -5,566 Closed
MFA
1296
Mayflower Financial Advisors
Massachusetts
-$253K -5,386 Closed
MIM
1297
Merrion Investment Management
New Jersey
-$234K -5,240 Closed
SCM
1298
Sterneck Capital Management
Missouri
-$228K -5,090 Closed
LCS
1299
Levin Capital Strategies
New York
-$224K -5,000 Closed
SWMP
1300
Signature Wealth Management Partners
New Jersey
-$222K -4,960 Closed

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.