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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
TPCW
526
TD Private Client Wealth
New York
$3.99M +$1.2M +22,938 +55%
STA
527
Summit Trail Advisors
New York
$3.98M -$337K -6,438 -9%
SC
528
Scholtz & Company
Connecticut
$3.97M -$82.6K -1,578 -2%
SCM
529
Segantii Capital Management
Hong Kong
$3.91M +$303K +5,800 +10%
SI
530
Stephens Inc
Arkansas
$3.89M -$1.13M -21,553 -25%
CAM
531
Crestone Asset Management
Colorado
$3.86M -$1.94M -37,007 -37%
SS
532
Simplicity Solutions
Minnesota
$3.86M +$102K +1,948 +3%
Alyeska Investment Group
533
Alyeska Investment Group
Illinois
$3.86M -$59.5M -1,136,642 -95%
DA
534
Duality Advisers
Florida
$3.86M +$3.28M +62,670 New
WAM
535
Westport Asset Management
Connecticut
$3.85M
YDMI
536
Y.D. More Investments
Israel
$3.84M -$259K -4,947 -7%
HSCU
537
Half Sky Capital (UK)
United Kingdom
$3.83M -$41.8M -799,377 -93%
TG
538
TCW Group
California
$3.83M +$1.64M +31,344 +104%
NIP
539
Nicholas Investment Partners
California
$3.81M
PHK
540
Point72 Hong Kong
Hong Kong
$3.8M +$3.23M +61,670 New
IFG
541
Independent Financial Group
California
$3.78M +$618K +11,805 +24%
NA
542
NewEdge Advisors
Louisiana
$3.76M +$486K +9,288 +18%
FHB
543
First Hawaiian Bank
Hawaii
$3.75M -$32K -611 -1%
GWM
544
Graybill Wealth Management
Illinois
$3.74M +$17.5K +335 +0.6%
CIM
545
Contrarius Investment Management
Jersey
$3.74M -$1.95M -37,310 -38%
HAG
546
HighPoint Advisor Group
Illinois
$3.72M +$2.45M +46,888 New
Acadian Asset Management
547
Acadian Asset Management
Massachusetts
$3.72M +$1.49M +28,556 +90%
SWP
548
Stratos Wealth Partners
Ohio
$3.72M -$153K -2,933 -5%
LBWM
549
Left Brain Wealth Management
Illinois
$3.71M +$77.1K +1,474 +3%
SA
550
SAM Advisors
California
$3.68M -$308K -5,895 -9%

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.