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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
CCMW
1451
Cypress Capital Management (Wyoming)
Wyoming
$14.5K
NSIM
1452
North Star Investment Management
Illinois
$14.4K
BEI
1453
Benjamin Edwards Inc
Missouri
$14K +$11.9K +227 New
IPW
1454
Impact Partnership Wealth
Georgia
$13.7K -$58.1K -1,111 -83%
HGERS
1455
Householder Group Estate & Retirement Specialist
Arizona
$13K -$19.8K -378 -63%
WAG
1456
Wiser Advisor Group
Arizona
$12.9K +$11K +210 New
AWM
1457
Activest Wealth Management
Florida
$12.9K
CT
1458
Caldwell Trust
Florida
$12.3K
CQS
1459
Credential Qtrade Securities
$12.3K
HRC
1460
Hoertkorn Richard Charles
$12.3K
SIS
1461
Strategic Investment Solutions
Illinois
$12.3K +$10.5K +200 New
AP
1462
Advisors Preferred
Maryland
$11.6K -$1.88K -36 -15%
MRCM
1463
M&R Capital Management
New Jersey
$11.3K +$9.57K +183 New
OP
1464
ORG Partners
Indiana
$11.3K -$6.22K -119 -39%
OIA
1465
Optimum Investment Advisors
Illinois
$11.1K
FMP
1466
Financial Management Professionals
Texas
$11K +$4.24K +81 +81%
RFG
1467
REAP Financial Group
Texas
$10.9K +$9.31K +178 New
CJ
1468
Caitlin John
Michigan
$10.8K +$9.21K +176 New
SS
1469
Sunbelt Securities
Texas
$10.6K +$2.3K +44 +34%
RG
1470
Retirement Group
California
$10.6K +$7.12K +136 +378%
Loomis, Sayles & Company
1471
Loomis, Sayles & Company
Massachusetts
$10K -$2.83K -54 -24%
WIA
1472
Wetzel Investment Advisors
Indiana
$10K +$8.74K +167 New
LF
1473
Lee Financial
Texas
$9.67K +$105 +2 +1%
CI
1474
Cordant Inc
Oregon
$9.24K +$7.85K +150 New
MSFP
1475
Mark Sheptoff Financial Planning
Connecticut
$9.24K +$7.85K +150 New

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.