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Uber
UBER

Overview Fund Activity

1,174 hedge funds and large institutions have $48.4B invested in Uber in 2023 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 455 increasing their positions, 378 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
+63
Holders Change %
+5.67%
% of All Funds
18.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.36%
New
178
Increased
455
Reduced
378
Closed
96
Calls
$1.93B
Puts
$1.95B
Net Calls
-$22.7M
Net Calls Change
-$10.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$999M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$311M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$310M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$215M
5
AL
Appaloosa LP
New Jersey
+$151M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$259M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$243M
3
Amundi
Amundi
France
-$242M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$196M
5
Goldman Sachs
Goldman Sachs
New York
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
701
Optas LLC
Texas
$609K +$19.1K +602 +3%
RA
702
Resolute Advisors
California
$608K – – –
TFS
703
Thoroughbred Financial Services
Tennessee
$607K -$50.2K -1,586 -8%
JF
704
Joule Financial
Kentucky
$600K +$106K +3,343 +21%
RWM
705
Ritholtz Wealth Management
New York
$600K +$43.7K +1,377 +8%
FTDI
706
First Trust Direct Indexing
Massachusetts
$598K +$134K +4,237 +29%
HC
707
Hourglass Capital
Texas
$593K -$108K -3,400 -15%
JWM
708
Jeppson Wealth Management
California
$593K -$152K -4,801 -20%
PWA
709
Providence Wealth Advisors
Illinois
$589K – – –
MCCP
710
Mission Creek Capital Partners
California
$588K -$161K -5,087 -22%
ARG
711
Advisory Resource Group
Oklahoma
$584K -$96.7K -3,052 -14%
S
712
SignatureFD
Georgia
$582K +$76.4K +2,410 +15%
Natixis Advisors
713
Natixis Advisors
Massachusetts
$582K +$29.8K +939 +5%
AGAM
714
Audent Global Asset Management
California
$577K -$2.12K -67 -0.4%
WFAG
715
Worth Financial Advisory Group
North Carolina
$576K +$175K +5,528 +44%
CC
716
Chicago Capital
Illinois
$571K +$28.4K +895 +5%
GGS
717
Galvin Gaustad & Stein
Arizona
$571K – – –
AG
718
Ascent Group
Virginia
$571K +$55.6K +1,754 +11%
KOC
719
Koss-Olinger Consulting
Florida
$569K -$20.5K -647 -3%
TWM
720
Trevian Wealth Management
Massachusetts
$566K – – –
PAWA
721
Palo Alto Wealth Advisors
California
$564K – – –
BHBT
722
Burke & Herbert Bank & Trust
Virginia
$561K – – –
HF
723
HRT Financial
New York
$560K -$1.52M -47,821 -73%
FCAG
724
First Capital Advisors Group
New Jersey
$560K +$9.38K +296 +2%
WA
725
WP Advisors
California
$560K -$108K -3,400 -16%
27 28
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