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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
SP
476
SWS Partners
Ohio
$5.04M -$438K -8,378 -9%
KJHP
477
K.J. Harrison & Partners
Ontario, Canada
$4.99M +$1.1M +21,000 +35%
AHC
478
Anderson Hoagland & Co
Missouri
$4.95M
MPEM
479
Marathon Partners Equity Management
New York
$4.93M -$3.79M -72,500 -48%
EF
480
Empowered Funds
Pennsylvania
$4.88M +$3M +57,379 +261%
Verition Fund Management
481
Verition Fund Management
Connecticut
$4.88M +$1.37M +26,233 +50%
CBB
482
Citizens Business Bank
California
$4.86M -$1.41M -26,946 -25%
TSW
483
Thompson Siegel & Walmsley
Virginia
$4.85M -$575K -11,000 -12%
PP
484
Prudential plc
United Kingdom
$4.84M +$671K +12,823 +19%
TA
485
Trivest Advisors
Hong Kong
$4.82M -$61.8M -1,181,700 -94%
CA
486
Cetera Advisors
Colorado
$4.81M +$204K +3,905 +5%
LSAG
487
Lake Street Advisors Group
New Hampshire
$4.77M -$311K -5,945 -7%
DAM
488
Draper Asset Management
New York
$4.72M +$231K +4,418 +6%
RFM
489
Royal Fund Management
Florida
$4.71M -$642K -12,264 -14%
PF
490
Phoenix Financial
Israel
$4.69M +$1.11M +21,187 +39%
CII
491
Capital International Inc
California
$4.67M +$1.13M +21,617 +40%
BF
492
BOK Financial
Oklahoma
$4.64M -$353K -6,752 -8%
MSK
493
Melissa S. Kampmann
$4.63M -$10.5K -200 -0.3%
Mercer Global Advisors
494
Mercer Global Advisors
Colorado
$4.63M +$157K +3,005 +4%
UCFA
495
United Capital Financial Advisors
Texas
$4.63M -$2.01M -38,384 -34%
WP
496
WMS Partners
Maryland
$4.57M -$587K -11,223 -13%
RFC
497
Regions Financial Corp
Alabama
$4.54M +$694K +13,258 +22%
BCH
498
Berkshire Capital Holdings
California
$4.53M -$7.4M -141,490 -66%
KRSITF
499
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.51M +$3.84M +73,313 New
GKWIM
500
Gerber Kawasaki Wealth & Investment Management
California
$4.48M +$2.47M +47,258 +185%

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.