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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: 1,3691,550 (+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: 11194 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
1351
Northwest Financial Advisors
Virginia
$67.7K +$57.5K +1,100 New
FC
1352
Family CFO
California
$64.8K -$2.62K -50 -5%
CPG
1353
Cornerstone Planning Group
New Jersey
$64.5K +$11.2K +215 +26%
HBW
1354
Hazlett, Burt & Watson
West Virginia
$63K -$49.3K -942 -47%
TFGT
1355
TS Financial Group (TSFG)
Illinois
$62K +$366 +7 +0.7%
HMS
1356
Hanseatic Management Services
New Mexico
$61.8K +$1.05K +20 +2%
FRA
1357
Front Row Advisors
California
$61.6K
SAI
1358
Systematic Alpha Investments
New Jersey
$61.6K
AP
1359
Atwood & Palmer
Missouri
$61.6K +$52.3K +1,000 New
FG
1360
Fairman Group
Pennsylvania
$61.6K +$52.3K +1,000 New
WSC
1361
Wellington Shields & Co
New York
$61.6K +$52.3K +1,000 New
LA
1362
LM Advisors
California
$61.6K +$52.3K +1,000 New
GFPC
1363
Global Financial Private Client
Florida
$57.5K +$48.9K +934 New
DMBA
1364
Deseret Mutual Benefit Administrators
Utah
$55.8K -$14.1K -269 -23%
CYG
1365
Clean Yield Group
Vermont
$55.4K
RCM
1366
Raleigh Capital Management
North Carolina
$54.2K -$837 -16 -2%
Jones Financial Companies
1367
Jones Financial Companies
Missouri
$53.1K +$45.1K +863 New
ECM
1368
Estabrook Capital Management
New York
$52.6K
TVAMP
1369
Tennessee Valley Asset Management Partners
Tennessee
$48.3K +$41K +784 New
CAL
1370
Capital Analysts LLC
Pennsylvania
$47K
SIS
1371
Sound Income Strategies
Florida
$47K +$3.14K +60 +9%
PH
1372
Pinnacle Holdings
Oklahoma
$46.4K +$39.4K +754 New
DCP
1373
DSM Capital Partners
Florida
$46.1K +$39.1K +748 New
PP
1374
Pacifica Partners
Canada
$45.5K
JFGIW
1375
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.4K +$1.94K +37 +5%

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.