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728 hedge funds and large institutions have $30.8B invested in Uber in 2020 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 292 increasing their positions, 158 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 158

61% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 140

21% more funds holding in top 10

Funds holding in top 10: 6376 (+13)

13% more funds holding

Funds holding: 647728 (+81)

4.45% more ownership

Funds ownership: 59.54%64% (+4.5%)

2% more capital invested

Capital invested by funds: $30.2B → $30.8B (+$561M)

16% less call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.7B

Holders
728
Holders Change
+81
Holders Change %
+12.52%
% of All Funds
16.04%
Holding in Top 10
76
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20.63%
% of All Funds
1.67%
New
225
Increased
292
Reduced
158
Closed
140
Calls
$1.43B
Puts
$1.7B
Net Calls
-$269M
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
226
Parkwood LLC
Ohio
$4.39M +$5.18M +157,398 New
GIA
227
Gateway Investment Advisers
Ohio
$4.37M +$1.79M +54,441 +53%
LA
228
Legacy Advisors
Pennsylvania
$4.36M +$16.9K +513 +0.3%
SAM
229
Storebrand Asset Management
Norway
$4.3M +$5.06M +153,870 New
FAF
230
Fjarde Ap-fonden
Sweden
$4.25M +$2.72M +82,600 +119%
MC
231
Maverick Capital
Texas
$4.19M
HCM
232
Hitchwood Capital Management
New York
$4.19M -$21.4M -650,000 -81%
IMPI
233
Ilmarinen Mutual Pension Insurance
Finland
$4.19M -$3.29M -100,000 -40%
AO
234
Allen Operations
New York
$4.16M +$4.9M +149,055 New
PAMU
235
Pictet Asset Management (UK)
United Kingdom
$4.14M +$2.51M +76,134 +105%
SCM
236
Stamina Capital Management
New York
$4.02M +$4.74M +143,918 New
Marshall Wace
237
Marshall Wace
United Kingdom
$4.01M -$9.53M -289,713 -67%
STA
238
Summit Trail Advisors
New York
$4.01M -$4.74M -143,909 -50%
TNB
239
Thomasville National Bank
Georgia
$3.99M +$2.83M +85,970 +192%
DVF
240
Discovery Value Fund
Singapore
$3.98M +$4.69M +142,400 New
RA
241
RiverPark Advisors
New York
$3.85M +$4.53M +137,782 New
VOYA Investment Management
242
VOYA Investment Management
Georgia
$3.8M -$143K -4,334 -3%
IC
243
IEQ Capital
California
$3.8M -$1.31M -39,951 -23%
MNBTD
244
Moody National Bank Trust Division
Texas
$3.76M +$4.43M +134,610 New
FIB
245
First Interstate Bank
Montana
$3.74M -$30.1K -915 -0.7%
BA
246
Bristlecone Advisors
Washington
$3.66M +$285K +8,648 +7%
State of New Jersey Common Pension Fund D
247
State of New Jersey Common Pension Fund D
New Jersey
$3.66M
AG
248
Aperio Group
California
$3.61M +$2.97M +90,202 +230%
AB
249
Amalgamated Bank
New York
$3.6M -$172K -5,240 -4%
ANI
250
American National Insurance
Texas
$3.58M +$4.22M +128,115 New

UBER Hedge Fund Activity: Q1 2020 in Review

728 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q1 2020, worth a combined $30.8B — up 1.9% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new UBER positions and 140 closed out — a net gain of 85 holders — while 292 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $817M. The largest seller was Citadel Advisors, cutting an estimated $503M.

  • 728 institutional investors held Uber (UBER) as of Q1 2020, up from 647 in Q4 2019.
  • Funds reported $30.8B of Uber stock for Q1 2020, up 1.9% quarter-over-quarter.
  • 225 funds opened new Uber positions in Q1 2020 and 140 closed out, a net change of +85 holders.
  • The largest Uber buyer in Q1 2020 was Morgan Stanley, an estimated $817M added.
  • The largest Uber seller in Q1 2020 was Citadel Advisors, an estimated $503M sold.

Based on aggregated 13F filings for Q1 2020.