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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
WIA
326
Westbourne Investment Advisors
Maryland
$12.7M -$137K -2,613 -1%
AWS
327
Atria Wealth Solutions
New York
$12.6M -$355K -6,790 -3%
CWM
328
Calamos Wealth Management
Illinois
$12.5M -$141K -2,687 -1%
JFG
329
Jefferies Financial Group
New York
$12.4M +$84.7K +1,620 +0.8%
IMPI
330
Ilmarinen Mutual Pension Insurance
Finland
$12.3M -$2.62M -50,000 -20%
BNP Paribas Asset Management
331
BNP Paribas Asset Management
France
$12.3M +$7.23M +138,263 +226%
TIAA Trust, National Association
332
TIAA Trust, National Association
North Carolina
$12.2M -$3.99M -76,281 -28%
OAM
333
Oppenheimer Asset Management
New York
$12M +$2.28M +43,590 +29%
Marshall Wace
334
Marshall Wace
United Kingdom
$12M +$10.2M +194,338 New
LFAS
335
Level Four Advisory Services
Texas
$11.9M -$433K -8,284 -4%
Bank Julius Baer & Co
336
Bank Julius Baer & Co
Switzerland
$11.9M +$274K +5,231 +3%
KAS
337
Kemnay Advisory Services
New York
$11.9M +$10.1M +192,634 New
AP
338
Adero Partners
California
$11.8M +$946K +18,086 +10%
CA
339
Claar Advisors
New York
$11.6M
Cerity Partners
340
Cerity Partners
New York
$11.6M +$3.77M +72,075 +62%
JSP
341
Jackson Square Partners
California
$11.4M -$2.45M -46,782 -20%
CFB
342
Cullen/Frost Bankers
Texas
$11.3M +$193K +3,686 +2%
KCM
343
Kornitzer Capital Management
Kansas
$11.3M -$666K -12,740 -6%
TCM
344
Thames Capital Management
New Jersey
$11.2M +$557K +10,639 +6%
Baird Financial Group
345
Baird Financial Group
Wisconsin
$11.2M +$1.73M +33,067 +22%
OC
346
Oppenheimer & Co
New York
$11.1M -$1.68M -32,066 -15%
AP
347
Archon Partners
New Jersey
$11.1M
Group One Trading
348
Group One Trading
Illinois
$11M +$1.85M +35,397 +25%
RWP
349
RWA Wealth Partners
Massachusetts
$10.8M +$9.17M +175,239 New
DIA
350
Dana Investment Advisors
Wisconsin
$10.8M +$38.6K +738 +0.4%

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.