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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
MYAM
676
Meiji Yasuda Asset Management
Japan
$1.99M +$120K +2,285 +8%
RWM
677
Ritholtz Wealth Management
New York
$1.96M +$234K +4,482 +16%
EOJOAM
678
E. Ohman J:or Asset Management
Sweden
$1.95M +$94.2K +1,800 +6%
ECU
679
Eisler Capital (UK)
United Kingdom
$1.95M -$5.06M -96,763 -75%
CMTU
680
Capital Markets Trading (UK)
United Kingdom
$1.95M +$1.02M +19,500 +161%
SC
681
Sapient Capital
Indiana
$1.94M +$1.65M +31,456 New
WI
682
WBI Investments
New Jersey
$1.92M +$1.63M +31,249 New
SWP
683
Strategic Wealth Partners
Ohio
$1.9M -$468K -8,942 -22%
NL
684
NVWM LLC
Pennsylvania
$1.89M -$35.4K -676 -2%
MLL
685
Moody Lynn & Lieberson
Massachusetts
$1.89M +$1.6M +30,635 New
EWM
686
EPG Wealth Management
Georgia
$1.85M +$864K +16,511 +160%
AIM
687
Anchor Investment Management
South Carolina
$1.82M +$644K +12,304 +71%
BCM
688
Barometer Capital Management
Ontario, Canada
$1.8M -$377K -7,210 -20%
ATC
689
Argent Trust Co
Tennessee
$1.8M -$27.7K -529 -2%
NIM
690
NEOS Investment Management
Connecticut
$1.8M +$1.53M +29,164 New
BFG
691
Bleakley Financial Group
New Jersey
$1.79M +$105K +2,006 +7%
BM
692
Brandywine Managers
Delaware
$1.78M +$109K +2,092 +8%
SAG
693
SageView Advisory Group
California
$1.76M +$58.5K +1,118 +4%
S
694
SignatureFD
Georgia
$1.76M +$150K +2,863 +11%
CWM
695
Congress Wealth Management
Massachusetts
$1.76M -$3.43M -65,530 -70%
SFFS
696
Stonehage Fleming Financial Services
Jersey
$1.74M +$879K +16,795 +147%
BIA
697
Benchmark Investment Advisors
Illinois
$1.73M +$176K +3,369 +14%
WEG
698
World Equity Group
Illinois
$1.73M +$15.2K +291 +1%
IAA
699
Independent Advisor Alliance
North Carolina
$1.72M -$76.2K -1,456 -5%
WBC
700
Westpac Banking Corp
Australia
$1.72M -$442K -8,447 -23%

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.