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Uber
UBER

Overview Fund Activity

1,697 hedge funds and large institutions have $131B invested in Uber in 2024 Q1 according to their latest regulatory filings, with 288 funds opening new positions, 618 increasing their positions, 613 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,697
Holders Change
+161
Holders Change %
+10.48%
% of All Funds
24.6%
Holding in Top 10
93
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.06%
% of All Funds
1.35%
New
288
Increased
618
Reduced
613
Closed
103
Calls
$4.21B
Puts
$4.23B
Net Calls
-$16.6M
Net Calls Change
+$306M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$770M
2
GQG Partners
GQG Partners
Florida
+$735M
3
Franklin Resources
Franklin Resources
California
+$428M
4
AIM
Allen Investment Management
New York
+$398M
5
Edgewood Management
Edgewood Management
Connecticut
+$369M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.9B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.21B
3
Jennison Associates
Jennison Associates
New York
-$725M
4
Renaissance Technologies
Renaissance Technologies
New York
-$565M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$530M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFI
1301
West Family Investments
California
$314K – – –
NCM
1302
Northwest Capital Management
Oregon
$310K – – –
LS
1303
Livforsakringsbolaget Skandia
Sweden
$309K – – –
CAMG
1304
CWA Asset Management Group
Florida
$309K +$309K +4,008 New
PMG
1305
ProVise Management Group
Florida
$308K +$38.5K +500 +14%
VCP
1306
Verus Capital Partners
Arizona
$307K -$36.3K -471 -11%
AWM
1307
Accurate Wealth Management
Florida
$306K +$55.6K +804 +22%
AFG
1308
Albion Financial Group
Utah
$302K +$14.3K +186 +5%
UAG
1309
United Advisor Group
Ohio
$301K +$301K +3,905 New
SWA
1310
Stratos Wealth Advisors
Ohio
$300K +$5.54K +72 +2%
WI
1311
Wintrust Investments
Illinois
$298K +$23.1K +300 +8%
HCM
1312
Highview Capital Management
Illinois
$297K +$297K +3,855 New
RZH
1313
Relyea Zuckerberg Hanson
Connecticut
$295K +$295K +3,826 New
AWA
1314
Amplius Wealth Advisors
Pennsylvania
$294K -$11.1K -144 -4%
VF
1315
Vest Financial
Virginia
$293K +$293K +3,806 New
WF
1316
Welch & Forbes
Massachusetts
$292K -$308K -4,000 -51%
LI
1317
LMCG Investments
Massachusetts
$291K -$4.39K -57 -1%
GA
1318
Geller Advisors
New York
$291K +$291K +3,781 New
RVPG
1319
Relative Value Partners Group
$290K – – –
IWN
1320
Independent Wealth Network
Iowa
$288K +$1.85K +24 +0.6%
TF
1321
Trek Financial
Arizona
$288K +$288K +3,740 New
EFM
1322
E Fund Management
China
$288K +$288K +3,740 New
MAG
1323
M3 Advisory Group
Massachusetts
$287K +$287K +3,732 New
VCM
1324
Viewpoint Capital Management
Washington
$287K – – –
BWA
1325
Blodgett Wealth Advisors
California
$286K +$286K +3,710 New
51 52
53
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