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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
Morgan Stanley
1
Morgan Stanley
New York
$15.3B +$5.88B +112,389,371 +83%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.3B +$2.26B +43,275,830 +35%
BlackRock
3
BlackRock
New York
$8.58B +$1.88B +35,958,268 +35%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.55B -$384M -7,347,913 -6%
JP Morgan Chase
5
JP Morgan Chase
New York
$5.3B -$104M -1,984,959 -2%
State Street
6
State Street
Massachusetts
$4.77B +$1.85B +35,414,870 +84%
PIF
7
Public Investment Fund
Saudi Arabia
$4.48B
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.86B -$445M -8,500,808 -15%
Capital World Investors
9
Capital World Investors
California
$2.5B +$14.8M +283,802 +0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.38B +$867M +16,573,094 +75%
Capital Research Global Investors
11
Capital Research Global Investors
California
$2.27B +$427M +8,164,816 +28%
Jennison Associates
12
Jennison Associates
New York
$1.87B -$656M -12,542,320 -29%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$1.63B +$825M +15,766,355 +148%
Norges Bank
14
Norges Bank
Norway
$1.42B +$86.4M +1,650,664 +8%
Brown Advisory
15
Brown Advisory
Maryland
$1.11B +$121M +2,307,763 +15%
N
16
Nuveen
North Carolina
$1.08B +$11.4M +217,233 +1%
Northern Trust
17
Northern Trust
Illinois
$1.07B +$265M +5,063,412 +41%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.02B +$263M +5,033,445 +44%
Invesco
19
Invesco
Georgia
$993M +$111M +2,126,393 +15%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$886M +$172M +3,286,643 +30%
Bank of America
21
Bank of America
North Carolina
$865M -$74.7M -1,427,340 -9%
Renaissance Technologies
22
Renaissance Technologies
New York
$853M +$325M +6,205,749 +81%
ACM
23
Altimeter Capital Management
Massachusetts
$821M
GQG Partners
24
GQG Partners
Florida
$793M +$101M +1,936,866 +18%
Edgewood Management
25
Edgewood Management
Connecticut
$783M +$666M +12,723,741 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.