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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
SAM
401
Securian Asset Management
Minnesota
$8.02M +$6.82M +130,330 New
OCM
402
Octahedron Capital Management
California
$8M -$8.79M -168,000 -56%
LA
403
Legacy Advisors
Pennsylvania
$7.98M +$141K +2,703 +2%
CUAMC
404
China Universal Asset Management Company
China
$7.94M
Nordea Investment Management
405
Nordea Investment Management
Sweden
$7.89M +$296K +5,652 +5%
CCS
406
Concentric Capital Strategies
Connecticut
$7.88M -$184K -3,522 -3%
PI
407
Point72 Italy
Italy
$7.79M +$6.62M +126,500 New
MGIM
408
M&G Investment Management
United Kingdom
$7.71M -$9.15M -174,862 -58%
VSAM
409
Value Star Asset Management
Hong Kong
$7.67M -$24M -459,700 -79%
LSERS
410
Louisiana State Employees Retirement System
Louisiana
$7.66M +$6.51M +124,400 New
SFWC
411
Strategic Family Wealth Counselors
New Jersey
$7.64M
EI
412
Ethic Inc
New York
$7.62M +$525K +10,044 +9%
Credit Agricole
413
Credit Agricole
France
$7.52M +$3.88M +74,222 +155%
RG
414
Rathbones Group
United Kingdom
$7.48M -$1.46M -27,960 -19%
SLAM
415
Swiss Life Asset Management
$7.23M +$2.51M +47,961 +69%
GCA
416
Greenwood Capital Associates
South Carolina
$7.17M +$1.63M +31,075 +36%
GAM
417
Gotham Asset Management
New York
$7.04M +$868K +16,599 +17%
BWL
418
Bogart Wealth LLC
Virginia
$7.03M -$1.45M -27,670 -20%
FFM
419
Fullerton Fund Management
Singapore
$7.03M +$5.97M +114,142 New
Lazard Asset Management
420
Lazard Asset Management
New York
$7.03M +$617K +11,797 +12%
PCM
421
Penserra Capital Management
California
$7.01M -$1.03M -19,680 -15%
CIS
422
Capital International Sarl
California
$7.01M +$654K +12,507 +12%
GIM
423
Grassi Investment Management
California
$7M -$4.21M -80,425 -41%
EGA
424
Eagle Global Advisors
Texas
$6.99M -$232K -4,440 -4%
DILIC
425
Dai-ichi Life Insurance Company
Japan
$6.85M +$20.6K +393 +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.