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Uber
UBER

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: 1,369 → 1,550 (+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: 111 → 94 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.88B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.26B
3
BlackRock
BlackRock
New York
+$1.88B
4
State Street
State Street
Massachusetts
+$1.85B
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$867M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$656M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$445M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$384M
4
Citadel Advisors
Citadel Advisors
Florida
-$325M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$273M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
776
Insigneo Advisory Services
Florida
$1.21M +$61.8K +1,182 +6%
MLM
777
Mount Lucas Management
Pennsylvania
$1.2M -$366 -7 -0%
AWM
778
Apollon Wealth Management
South Carolina
$1.19M +$371K +7,101 +58%
WWM
779
Western Wealth Management
Colorado
$1.19M +$298K +5,697 +42%
LAM
780
LECAP Asset Management
United Kingdom
$1.19M +$1.01M +19,361 New
QWM
781
Quadcap Wealth Management
Texas
$1.19M +$1.01M +19,282 New
UAM
782
UAS Asset Management
New York
$1.19M -$3.98M -76,075 -80%
PI
783
PineBridge Investments
New York
$1.18M -$280K -5,358 -22%
Bessemer Group
784
Bessemer Group
New Jersey
$1.16M +$387K +7,402 +64%
AG
785
AIA Group
Hong Kong
$1.16M +$986K +18,856 New
WPW
786
Waldron Private Wealth
Pennsylvania
$1.16M +$324K +6,189 +49%
CM
787
CastleKnight Management
New York
$1.16M -$1.61M -30,700 -62%
DP
788
Dearborn Partners
Illinois
$1.16M +$26.2K +500 +3%
WWM
789
WT Wealth Management
Arizona
$1.15M +$978K +18,702 New
KI
790
Keystone Investors
Singapore
$1.14M +$973K +18,590 New
NRG
791
Nemes Rush Group
Michigan
$1.14M +$2.51K +48 +0.3%
CCP
792
Carmel Capital Partners
California
$1.14M +$48.1K +920 +5%
Lido Advisors
793
Lido Advisors
California
$1.13M -$5.81K -111 -0.6%
6F
794
626 Financial
Michigan
$1.13M – – –
SIM
795
Sentry Investment Management
Wisconsin
$1.13M +$957K +18,294 New
FNBT
796
FineMark National Bank & Trust
Florida
$1.12M -$56.7K -1,084 -6%
CMI
797
Clare Market Investments
Texas
$1.12M +$472K +9,015 +98%
HHGC
798
Hunting Hill Global Capital
New York
$1.12M +$955K +18,248 New
OAM
799
Ostrum Asset Management
France
$1.12M +$535K +10,227 +129%
FEG
800
Financial Enhancement Group
Indiana
$1.11M +$922K +17,625 New
30 31
32
33 34

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.