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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
NB
576
NBT Bank
New York
$3.34M +$61.2K +1,170 +2%
AWA
577
Aaron Wealth Advisors
Illinois
$3.33M +$23.1K +442 +0.8%
SFA
578
Sequoia Financial Advisors
Ohio
$3.33M -$55.5K -1,060 -2%
BA
579
Birinyi Associates
Connecticut
$3.33M
CFM
580
Crawford Fund Management
Massachusetts
$3.32M +$2.82M +54,000 New
UAM
581
Unison Asset Management
Florida
$3.31M
ACM
582
Alpha Capital Management
Texas
$3.29M -$1.18M -22,481 -30%
BFS
583
Bard Financial Services
Connecticut
$3.29M -$1.18M -22,550 -30%
CAM
584
Covenant Asset Management
New Jersey
$3.25M +$1.56M +29,810 +130%
IHL
585
Investment House LLC
California
$3.24M +$1.31K +25 +0%
WG
586
Winton Group
United Kingdom
$3.22M -$834K -15,949 -23%
SLI
587
Sumitomo Life Insurance
Japan
$3.22M +$2.74M +52,300 New
NL
588
NWAM LLC
Washington
$3.22M -$648K -12,391 -19%
LA
589
LBP AM
France
$3.19M -$250K -4,774 -8%
ECM
590
Everence Capital Management
Indiana
$3.16M +$2.69M +51,370 New
SW
591
SVB Wealth
Massachusetts
$3.16M +$590K +11,269 +28%
ET
592
Entropy Technologies
New York
$3.14M +$2.67M +50,959 New
MA
593
Modus Advisors
Minnesota
$3.13M +$2.04M +38,951 +330%
AAP
594
Ardsley Advisory Partners
Connecticut
$3.08M -$1.05M -20,000 -29%
CWG
595
Cornerstone Wealth Group
North Carolina
$3.06M -$342K -6,532 -12%
FI
596
FJ Investments
Utah
$3.02M +$2.56M +49,000 New
SC
597
Summa Corp
Texas
$2.98M +$2.54M +48,475 New
EH
598
Equitable Holdings
New York
$2.98M -$156K -2,973 -6%
GGHC
599
Gilder Gagnon Howe & Co
New York
$2.94M +$1.17M +22,356 +88%
AAM
600
Azzad Asset Management
Virginia
$2.94M -$11.2K -214 -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.