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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
NCM
1151
Northwest Capital Management
Oregon
$185K
AFG
1152
Albion Financial Group
Utah
$179K +$16.2K +355 +10%
IFAM
1153
Institutional & Family Asset Management
Colorado
$167K
HWM
1154
HighMark Wealth Management
Minnesota
$163K -$7.72K -169 -5%
QCG
1155
Quadrant Capital Group
Ohio
$163K +$9K +197 +6%
HI
1156
Harbour Investments
Wisconsin
$152K +$60.9K +1,334 +67%
AA
1157
AlphaCentric Advisors
Puerto Rico
$152K -$25.8K -564 -15%
CAC
1158
Core Alternative Capital
Georgia
$150K +$46.1K +1,009 +45%
SSB
1159
Sandy Spring Bank
Maryland
$128K +$13.7K +300 +12%
ECM
1160
EMC Capital Management
Texas
$128K +$83.2K +1,821 +186%
DSC
1161
Duncker Streett & Co
Missouri
$128K
ADL
1162
Asset Dedication LLC
California
$123K +$1.51K +33 +1%
KSWA
1163
Kathleen S. Wright Associates
Pennsylvania
$123K
FHA
1164
First Horizon Advisors
Tennessee
$122K -$29.4K -643 -20%
CF
1165
Centaurus Financial
California
$116K +$7.08K +155 +7%
LC
1166
Lindbrook Capital
California
$114K -$30.5K -668 -21%
WPWM
1167
Western Pacific Wealth Management
Illinois
$114K
JPWM
1168
Jamison Private Wealth Management
Georgia
$112K +$112K +2,444 New
C
1169
Covestor
United Kingdom
$112K +$82.2K +1,800 +284%
LS
1170
Livforsakringsbolaget Skandia
Sweden
$110K +$32K +700 +41%
CMBA
1171
C.M. Bidwell & Associates
Hawaii
$109K +$108K +2,370 New
HBT
1172
Hills Bank & Trust
Iowa
$108K +$108K +2,358 New
SA
1173
SRH Advisors
Kansas
$105K +$13.4K +293 +15%
CNBTD
1174
Citizens National Bank Trust Department
Mississippi
$105K +$35.6K +780 +52%
CT
1175
Colonial Trust
South Carolina
$98.4K +$97.8K +2,140 New

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.