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Uber
UBER

1,713 hedge funds and large institutions have $131B invested in Uber in 2024 Q1 according to their latest regulatory filings, with 291 funds opening new positions, 622 increasing their positions, 619 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 291 | Existing positions closed: 103

16% more capital invested

Capital invested by funds: $113B → $131B (+$18.3B)

11% more funds holding

Funds holding: 1,550 → 1,713 (+163)

0% more repeat investments, than reductions

Existing positions increased: 622 | Existing positions reduced: 619

0% more funds holding in top 10

Funds holding in top 10: 94 → 94 (0)

0% less call options, than puts

Call options by funds: $4.21B | Put options by funds: $4.23B

6.92% less ownership

Funds ownership: 89.01% → 82.09% (-6.9%)

Holders
1,713
Holders Change
+163
Holders Change %
+10.52%
% of All Funds
24.68%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
291
Increased
622
Reduced
619
Closed
103
Calls
$4.21B
Puts
$4.23B
Net Calls
-$16.6M
Net Calls Change
+$306M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$718M
2
GQG Partners
GQG Partners
Florida
+$685M
3
Franklin Resources
Franklin Resources
California
+$399M
4
AIM
Allen Investment Management
New York
+$371M
5
Edgewood Management
Edgewood Management
Connecticut
+$344M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$10.1B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.13B
3
Jennison Associates
Jennison Associates
New York
-$676M
4
Renaissance Technologies
Renaissance Technologies
New York
-$527M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$495M
Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1801
Impact Partnership Wealth
Georgia
– -$13.7K -222 Closed
AP
1802
Advisors Preferred
Maryland
– -$11.6K -198 Closed
MRCM
1803
M&R Capital Management
New Jersey
– -$11.3K -183 Closed
Loomis, Sayles & Company
1804
Loomis, Sayles & Company
Massachusetts
– -$10K -168 Closed
LF
1805
Lee Financial
Texas
– -$9.67K -157 Closed
CI
1806
Cordant Inc
Oregon
– -$9.24K -150 Closed
LFA
1807
LGT Financial Advisors
Texas
– -$8.76K -122 Closed
BCM
1808
Bourgeon Capital Management
Connecticut
– -$5.67K -92 Closed
PGAM
1809
Princeton Global Asset Management
New Jersey
– -$3.2K -52 Closed
AF
1810
Arrow Financial
New York
– -$3.02K -49 Closed
CTB
1811
Country Trust Bank
Illinois
– -$2.46K -40 Closed
TFA
1812
Transamerica Financial Advisors
Florida
– -$2K -23 Closed
DWA
1813
Delos Wealth Advisors
Texas
– -$1.23K -20 Closed
FDCP
1814
Foster Dykema Cabot & Partners
Massachusetts
– -$1.17K -19 Closed
FP
1815
Financial Perspectives
Minnesota
– -$308 -5 Closed
69 70 71 72
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UBER Hedge Fund Activity: Q1 2024 in Review

1,713 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q1 2024, worth a combined $131B — up 16% from $113B a quarter earlier.

Buyers outnumbered sellers: 291 funds opened new UBER positions and 103 closed out — a net gain of 188 holders — while 622 added to existing stakes and 619 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $718M. The largest seller was Morgan Stanley, cutting an estimated $10.1B.

  • 1,713 institutional investors held Uber (UBER) as of Q1 2024, up from 1,550 in Q4 2023.
  • Funds reported $131B of Uber stock for Q1 2024, up 16% quarter-over-quarter.
  • 291 funds opened new Uber positions in Q1 2024 and 103 closed out, a net change of +188 holders.
  • The largest Uber buyer in Q1 2024 was T. Rowe Price Associates, an estimated $718M added.
  • The largest Uber seller in Q1 2024 was Morgan Stanley, an estimated $10.1B sold.

Based on aggregated 13F filings for Q1 2024.