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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
M
1401
MOTCO
Texas
$31.3K
CAL
1402
Capital Advisors Ltd
Ohio
$31K
FMTCOCP
1403
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K
FFA
1404
Fairfield Financial Advisors
Massachusetts
$30.8K
MTIC
1405
Missouri Trust & Investment Company
Missouri
$30.8K
HCM
1406
Highlander Capital Management
New Jersey
$30.8K +$13.1K +250 +100%
BL
1407
BFSG LLC
California
$30.8K +$26.2K +500 New
CFO
1408
CVA Family Office
Colorado
$30.5K +$25.9K +495 New
SFA
1409
Semmax Financial Advisors
North Carolina
$30.3K -$2.09K -40 -8%
MSWM
1410
Mowery & Schoenfeld Wealth Management
Illinois
$30.1K +$25.6K +489 New
ST
1411
Smithfield Trust
Pennsylvania
$30K -$48.7K -930 -66%
NA
1412
Nordwand Advisors
Pennsylvania
$27.7K
MCM
1413
Manchester Capital Management
Vermont
$27.3K
LIWM
1414
Long Island Wealth Management
New York
$27K +$23.2K +444 New
GBT
1415
Grove Bank & Trust
Florida
$26.9K
CM
1416
Caption Management
Oklahoma
$26.3K +$22.3K +427 New
RFA
1417
Resurgent Financial Advisors
Georgia
$26.2K +$22.2K +425 New
BCMLT
1418
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.9K -$5.6K -107 -16%
SAM
1419
Smartleaf Asset Management
Massachusetts
$25.8K +$21.3K +408 New
ODG
1420
O'Dell Group
Ohio
$25K +$21.2K +406 New
CTC
1421
Central Trust Company
Missouri
$24.9K +$8.06K +154 +62%
RFG
1422
RFP Financial Group
Georgia
$24.9K
BLC
1423
Brown, Lisle/Cummings
Rhode Island
$24.6K
PAG
1424
Paladin Advisory Group
Iowa
$24.6K
SL
1425
Salomon & Ludwin
Virginia
$24.1K

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.