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1,550 hedge funds and large institutions have $113B invested in Uber in 2023 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 550 increasing their positions, 510 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 328 | Existing positions closed: 122

55% more capital invested

Capital invested by funds: $72.9B → $113B (+$39.8B)

13% more funds holding

Funds holding: 1,3691,550 (+181)

11.5% more ownership

Funds ownership: 77.51%89.01% (+11%)

8% more repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 510

8% less call options, than puts

Call options by funds: $3.62B | Put options by funds: $3.94B

15% less funds holding in top 10

Funds holding in top 10: 11194 (-17)

Holders
1,550
Holders Change
+181
Holders Change %
+13.22%
% of All Funds
22.6%
Holding in Top 10
94
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.32%
% of All Funds
1.37%
New
328
Increased
550
Reduced
510
Closed
122
Calls
$3.62B
Puts
$3.94B
Net Calls
-$322M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMP
301
Polar Asset Management Partners
Ontario, Canada
$15.6M -$26.3M -501,800 -66%
Corient Private Wealth
302
Corient Private Wealth
Florida
$15.5M -$1.81M -34,661 -12%
Macquarie Group
303
Macquarie Group
Australia
$15.5M +$5.17M +98,816 +65%
ZCM
304
Zenyatta Capital Management
Delaware
$15.4M +$6.54M +125,000 +100%
Cambridge Investment Research Advisors
305
Cambridge Investment Research Advisors
Iowa
$15.2M +$1.43M +27,342 +12%
LCM
306
Lazari Capital Management
California
$15.1M -$2.38M -45,506 -16%
FAF
307
Fjarde Ap-fonden
Sweden
$14.9M -$10.4M -199,747 -45%
TRCT
308
Tower Research Capital (TRC)
New York
$14.1M +$10.1M +192,548 +521%
AssetMark Inc
309
AssetMark Inc
California
$13.9M +$3.78M +72,178 +47%
Rafferty Asset Management
310
Rafferty Asset Management
New York
$13.7M +$9.35M +178,777 +406%
SI
311
Sora Investors
Pennsylvania
$13.5M -$4.71M -90,000 -29%
BRWA
312
B. Riley Wealth Advisors
Florida
$13.5M +$1.26M +24,078 +12%
IMRF
313
Illinois Municipal Retirement Fund
Illinois
$13.4M -$434K -8,298 -4%
QCM
314
QRG Capital Management
Illinois
$13.4M +$895K +17,110 +9%
OCAM
315
Onex Canada Asset Management
Ontario, Canada
$13.3M -$2.84M -54,200 -20%
Mackenzie Financial
316
Mackenzie Financial
Ontario, Canada
$13.3M +$4.44M +84,844 +65%
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$13.2M +$4.62M +88,270 +70%
Wealthfront Advisers
318
Wealthfront Advisers
California
$13.1M +$1.21M +23,066 +12%
1SAMC
319
12th Street Asset Management Company
Tennessee
$13.1M
BCIM
320
British Columbia Investment Management
British Columbia, Canada
$13M +$2.41M +46,115 +28%
NAM
321
Nissay Asset Management
Japan
$13M +$630K +12,034 +6%
PHAM
322
Pacific Heights Asset Management
California
$12.9M +$523K +10,000 +5%
TWC
323
TD Waterhouse Canada
Ontario, Canada
$12.9M -$1.17M -22,288 -10%
SMDAM
324
Sumitomo Mitsui DS Asset Management
Japan
$12.8M +$1.34M +25,618 +14%
CAN
325
Cetera Advisor Networks
California
$12.8M +$1.94M +37,009 +22%

UBER Hedge Fund Activity: Q4 2023 in Review

1,550 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q4 2023, worth a combined $113B — up 55% from $72.9B a quarter earlier.

Buyers outnumbered sellers: 328 funds opened new UBER positions and 122 closed out — a net gain of 206 holders — while 550 added to existing stakes and 510 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.88B. The largest seller was Jennison Associates, cutting an estimated $656M.

  • 1,550 institutional investors held Uber (UBER) as of Q4 2023, up from 1,369 in Q3 2023.
  • Funds reported $113B of Uber stock for Q4 2023, up 55% quarter-over-quarter.
  • 328 funds opened new Uber positions in Q4 2023 and 122 closed out, a net change of +206 holders.
  • The largest Uber buyer in Q4 2023 was Morgan Stanley, an estimated $5.88B added.
  • The largest Uber seller in Q4 2023 was Jennison Associates, an estimated $656M sold.

Based on aggregated 13F filings for Q4 2023.