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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
JIP
1301
Jaffetilchin Investment Partners
Florida
-$219K -4,888 Closed
CC
1302
Cornerstone Capital
California
-$217K -4,845 Closed
ASFA
1303
All Season Financial Advisors
Colorado
-$215K -4,804 Closed
MS
1304
Maven Securities
Jersey
-$212K -4,730 Closed
EAM
1305
Evanson Asset Management
California
-$235K -4,628 Closed
QWM
1306
Quaker Wealth Management
New Jersey
-$206K -4,597 Closed
LWM
1307
Liberty Wealth Management
California
-$180K -4,035 Closed
CFA
1308
Cahill Financial Advisors
Minnesota
-$167K -3,717 Closed
JCM
1309
Jacobi Capital Management
Pennsylvania
-$148K -3,305 Closed
CC
1310
Centiva Capital
New York
-$132K -3,063 Closed
AWA
1311
Arkadios Wealth Advisors
Georgia
-$124K -2,770 Closed
FIA
1312
FNY Investment Advisers
New York
-$112K -2,500 Closed
IUHSA
1313
Itau Unibanco Holding S.A.
Brazil
-$85K -1,893 Closed
CM
1314
Caption Management
Oklahoma
-$53.2K -1,233 Closed
HA
1315
Herold Advisors
New York
-$47K -1,050 Closed
SAI
1316
Systematic Alpha Investments
New Jersey
-$44K -1,000 Closed
MAM
1317
Meeder Asset Management
Ohio
-$41K -907 Closed
SMG
1318
Spectrum Management Group
Indiana
-$38K -841 Closed
MA
1319
MCF Advisors
Kentucky
-$34K -750 Closed
SFP
1320
Sterling Financial Planning
New Jersey
-$25K -564 Closed
DWMG
1321
DB Wealth Management Group
California
-$21.6K -500 Closed
CAGAS
1322
Capital Advisory Group Advisory Services
Minnesota
-$22K -480 Closed
HI
1323
Hudock Inc
Pennsylvania
-$20K -458 Closed
CPWM
1324
Cypress Point Wealth Management
Texas
-$18K -400 Closed
UOTTAIMCU
1325
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$13K -284 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.