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Uber
UBER

1,314 hedge funds and large institutions have $66.7B invested in Uber in 2023 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 472 increasing their positions, 431 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 91

38% more capital invested

Capital invested by funds: $48.5B → $66.7B (+$18.2B)

18% more funds holding in top 10

Funds holding in top 10: 85 → 100 (+15)

11% more funds holding

Funds holding: 1,182 → 1,314 (+132)

10% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 431

2% more call options, than puts

Call options by funds: $3.25B | Put options by funds: $3.19B

0.34% more ownership

Funds ownership: 76.06% → 76.4% (+0.34%)

Holders
1,314
Holders Change
+132
Holders Change %
+11.17%
% of All Funds
20.63%
Holding in Top 10
100
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.65%
% of All Funds
1.57%
New
232
Increased
472
Reduced
431
Closed
91
Calls
$3.25B
Puts
$3.19B
Net Calls
+$63.1M
Net Calls Change
+$85.5M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$498M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$363M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$350M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$293M
5
JP Morgan Chase
JP Morgan Chase
New York
+$283M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$538M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$428M
3
SM
SCGE Management
California
-$234M
4
Fidelity International
Fidelity International
Bermuda
-$185M
5
Harris Associates
Harris Associates
Illinois
-$142M
Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
1301
Ritter Daniher Financial Advisory
Ohio
$950 – – –
DWA
1302
Delos Wealth Advisors
Texas
$864 – – –
JFA
1303
JNBA Financial Advisors
Minnesota
$864 – – –
MAWCM
1304
Mine & Arao Wealth Creation & Management
California
$864 – – –
JWM
1305
Janiczek Wealth Management
Colorado
$475 – – –
VAG
1306
VisionPoint Advisory Group
Texas
$432 +$372 +10 New
TWD
1307
True Wealth Design
Ohio
$346 +$37 +1 +14%
LWP
1308
Lumature Wealth Partners
Georgia
$345 – – –
CWP
1309
Concord Wealth Partners
Virginia
$216 – – –
TWP
1310
TFO Wealth Partners
Ohio
$86 – – –
DF
1311
DecisionPoint Financial
Arizona
$44 – – –
LG
1312
LAM Group
Oregon
$43 – – –
ECM
1313
EMC Capital Management
Texas
$28 -$781 -21 -2%
SM
1314
SCGE Management
California
– -$234M -7,381,000 Closed
Harris Associates
1315
Harris Associates
Illinois
– -$142M -4,490,715 Closed
SHCM
1316
Sachem Head Capital Management
New York
– -$96.2M -3,034,500 Closed
AGFIA
1317
Accel Growth Fund IV Associates
California
– -$62.1M -1,960,486 Closed
MVP
1318
Miller Value Partners
Florida
– -$43.8M -1,382,513 Closed
HA
1319
HHLR Advisors
Cayman Islands
– -$41.7M -1,314,000 Closed
TC
1320
Tairen Capital
Hong Kong
– -$38.8M -1,222,703 Closed
AA
1321
Ancient Art
Texas
– -$26.6M -840,375 Closed
Adage Capital Partners
1322
Adage Capital Partners
Massachusetts
– -$24.8M -781,058 Closed
IGM
1323
Incline Global Management
New York
– -$20.8M -657,286 Closed
Twin Tree Management
1324
Twin Tree Management
Texas
– -$24.3M -654,733 Closed
KC
1325
KCL Capital
New York
– -$20.6M -650,000 Closed
51 52
53
54 55

UBER Hedge Fund Activity: Q2 2023 in Review

1,314 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q2 2023, worth a combined $66.7B — up 38% from $48.5B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new UBER positions and 91 closed out — a net gain of 141 holders — while 472 added to existing stakes and 431 trimmed.

The largest buyer was BlackRock, adding an estimated $498M. The largest seller was Morgan Stanley, cutting an estimated $538M.

  • 1,314 institutional investors held Uber (UBER) as of Q2 2023, up from 1,182 in Q1 2023.
  • Funds reported $66.7B of Uber stock for Q2 2023, up 38% quarter-over-quarter.
  • 232 funds opened new Uber positions in Q2 2023 and 91 closed out, a net change of +141 holders.
  • The largest Uber buyer in Q2 2023 was BlackRock, an estimated $498M added.
  • The largest Uber seller in Q2 2023 was Morgan Stanley, an estimated $538M sold.

Based on aggregated 13F filings for Q2 2023.