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1,369 hedge funds and large institutions have $72.9B invested in Uber in 2023 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 568 increasing their positions, 424 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 115

34% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 424

11% more funds holding in top 10

Funds holding in top 10: 100111 (+11)

9% more capital invested

Capital invested by funds: $66.7B → $72.9B (+$6.25B)

4% more funds holding

Funds holding: 1,3141,369 (+55)

1.11% more ownership

Funds ownership: 76.4%77.51% (+1.1%)

6% less call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.76B

Holders
1,369
Holders Change
+55
Holders Change %
+4.19%
% of All Funds
21.73%
Holding in Top 10
111
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11%
% of All Funds
1.76%
New
183
Increased
568
Reduced
424
Closed
115
Calls
$2.58B
Puts
$2.76B
Net Calls
-$174M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1076
Harel Insurance Investments & Financial Services
Israel
$264K -$1M -21,947 -79%
AP
1077
Americana Partners
Texas
$263K -$23.1K -505 -8%
SP
1078
Saranac Partners
$262K
MW
1079
Marcum Wealth
Ohio
$261K +$46.5K +1,017 +22%
IWP
1080
Icon Wealth Partners
Texas
$258K
AA
1081
Altman Advisors
Illinois
$257K +$255K +5,580 New
GFG
1082
Greystone Financial Group
Michigan
$254K +$252K +5,514 New
LAM
1083
L2 Asset Management
Massachusetts
$253K -$225K -4,934 -100%
BIC
1084
Beach Investment Counsel
Pennsylvania
$253K
CPIG
1085
Chicago Partners Investment Group
Illinois
$253K -$2.1K -46 -0.8%
HH
1086
Hilltop Holdings
Texas
$252K -$1.28K -28 -0.5%
NAS
1087
Nicolet Advisory Services
Wisconsin
$252K +$22.6K +495 +10%
SG
1088
StoneX Group
New York
$249K +$14K +307 +6%
CB
1089
Cadence Bank
Mississippi
$249K -$327K -7,156 -57%
CIC
1090
Chilton Investment Company
Connecticut
$249K +$25.9K +567 +12%
LIM
1091
Leavell Investment Management
Alabama
$246K +$244K +5,344 New
AFA
1092
American Financial Advisors
Georgia
$246K
CAM
1093
Carret Asset Management
New York
$244K -$234K -5,114 -49%
AA
1094
Alta Advisers
United Kingdom
$244K
CICI
1095
Capital Investment Counsel Inc
North Carolina
$241K
LFP
1096
Leeward Financial Partners
Washington
$241K
LNWTC
1097
Laird Norton Wetherby Trust Company
Washington
$239K
CAAS
1098
Capital Asset Advisory Services
Michigan
$239K +$234K +5,125 New
PWM
1099
PRW Wealth Management
Massachusetts
$238K -$28.6K -627 -10%
IA
1100
Insight Advisors
Pennsylvania
$237K +$2.51K +55 +1%

UBER Hedge Fund Activity: Q3 2023 in Review

1,369 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q3 2023, worth a combined $72.9B — up 9.4% from $66.7B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new UBER positions and 115 closed out — a net gain of 68 holders — while 568 added to existing stakes and 424 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.31B. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,369 institutional investors held Uber (UBER) as of Q3 2023, up from 1,314 in Q2 2023.
  • Funds reported $72.9B of Uber stock for Q3 2023, up 9.4% quarter-over-quarter.
  • 183 funds opened new Uber positions in Q3 2023 and 115 closed out, a net change of +68 holders.
  • The largest Uber buyer in Q3 2023 was Capital Research Global Investors, an estimated $1.31B added.
  • The largest Uber seller in Q3 2023 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q3 2023.