We are live on ! Find out more

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
KOCAA
501
Knights of Columbus Asset Advisors
Connecticut
$4.48M +$937K +17,904 +33%
PCM
502
Pinnbrook Capital Management
New York
$4.46M +$3.79M +72,514 New
RMCM
503
Reynders McVeigh Capital Management
Massachusetts
$4.46M +$442K +8,458 +13%
NRCM
504
Northern Right Capital Management
Connecticut
$4.42M -$27.3M -521,824 -88%
PCM
505
Prelude Capital Management
New York
$4.42M -$1.14M -21,808 -23%
FA
506
Fagan Associates
New York
$4.41M -$1.78M -34,000 -32%
BA
507
Bristlecone Advisors
Washington
$4.33M
HI
508
Hoey Investments
Pennsylvania
$4.28M +$196K +3,740 +6%
CIA
509
Concurrent Investment Advisors
Florida
$4.28M +$3.64M +69,492 New
PCP
510
Proficio Capital Partners
Massachusetts
$4.26M +$37.4K +714 +1%
ZB
511
Zions Bancorporation
Utah
$4.25M -$76.7K -1,467 -2%
Fifth Third Bancorp
512
Fifth Third Bancorp
Ohio
$4.24M +$1.27M +24,247 +54%
SFG
513
SevenBridge Financial Group
Pennsylvania
$4.24M -$120K -2,297 -3%
C
514
Chescapmanager
Maryland
$4.23M
LCAM
515
London & Capital Asset Management
United Kingdom
$4.22M -$17.3K -330 -0.5%
ERSOT
516
Employees Retirement System of Texas
Texas
$4.22M +$736K +14,071 +26%
MC
517
Moors & Cabot
Massachusetts
$4.22M -$320K -6,114 -8%
FAT
518
First American Trust
California
$4.2M -$1.72M -32,899 -33%
NB
519
Norinchukin Bank
Japan
$4.16M +$3.53M +67,542 New
GCC
520
Game Creek Capital
Massachusetts
$4.15M -$150K -2,875 -4%
PWM
521
Perigon Wealth Management
California
$4.14M +$1.02M +19,513 +41%
TI
522
Tidal Investments
Wisconsin
$4.13M +$893K +17,079 +34%
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
$4.06M -$3.51M -67,100 -50%
RBA
524
Richard Bernstein Advisors
New York
$4.06M +$2.2K +42 +0.1%
NMIMC
525
Northwestern Mutual Investment Management Company
Wisconsin
$4.01M +$3.41M +65,137 New

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.