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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
LAM
51
Lyrical Asset Management
New York
$277M +$150K +2,864 +0.1%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$273M +$43.3M +828,066 +23%
Pictet Asset Management
53
Pictet Asset Management
Switzerland
$264M -$34.7M -664,023 -13%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$252M -$9.71M -185,596 -4%
Coatue Management
55
Coatue Management
New York
$249M -$150M -2,867,527 -42%
Citigroup
56
Citigroup
New York
$246M +$131M +2,501,309 +167%
UBS Group
57
UBS Group
Switzerland
$245M -$15.8M -301,314 -7%
Winslow Capital Management
58
Winslow Capital Management
Minnesota
$237M -$273M -5,209,810 -57%
Alkeon Capital Management
59
Alkeon Capital Management
New York
$233M -$200M -3,814,481 -50%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$231M +$71M +1,357,829 +57%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$217M +$100M +1,918,847 +120%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$208M +$40M +764,680 +30%
SEP
63
Soma Equity Partners
California
$199M -$53M -1,013,332 -24%
National Pension Service
64
National Pension Service
South Korea
$196M +$3.99M +76,229 +2%
GRQ
65
Gardner Russo & Quinn
Pennsylvania
$190M +$161M +3,081,363 New
Russell Investments Group
66
Russell Investments Group
United Kingdom
$188M +$1.13M +21,554 +0.7%
Tiger Global Management
67
Tiger Global Management
New York
$188M -$109M -2,086,300 -41%
SCA
68
Southpoint Capital Advisors
New York
$185M
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$184M +$2.34M +44,798 +2%
CS
70
Credit Suisse
Switzerland
$182M +$3.02M +57,818 +2%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$181M +$8.81M +168,414 +6%
William Blair & Company
72
William Blair & Company
Illinois
$177M +$14M +268,445 +10%
SP
73
Stockbridge Partners
Massachusetts
$171M -$229M -4,386,925 -61%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$169M -$9.9M -189,156 -6%
DG
75
Discerene Group
Connecticut
$166M -$839K -16,041 -0.6%

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.