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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
CC
276
Cedar Capital
Illinois
$2.74M +$683K +20,767 +27%
B
277
BP
United Kingdom
$2.71M +$3.19M +97,000 New
Aberdeen Group
278
Aberdeen Group
United Kingdom
$2.66M -$21.5M -653,016 -87%
DJSG
279
D.J. St. Germain
Massachusetts
$2.65M +$191K +5,805 +7%
OC
280
Oppenheimer & Co
New York
$2.52M -$1.25M -38,138 -30%
Caisse de Depot et Placement du Quebec (CDPQ)
281
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.48M +$49.4K +1,500 +2%
Comerica Bank
282
Comerica Bank
Texas
$2.39M +$386K +11,742 +17%
SLAM
283
Swiss Life Asset Management
$2.38M +$164K +4,978 +6%
BHA
284
Beech Hill Advisors
New York
$2.35M +$2.78M +84,345 New
AF
285
Advisornet Financial
Minnesota
$2.34M +$2.68M +81,461 +3,620%
RCM
286
Riverpark Capital Management
New York
$2.31M +$2.72M +82,621 New
Public Employees Retirement Association of Colorado
287
Public Employees Retirement Association of Colorado
Colorado
$2.29M +$1.44M +43,779 +114%
MS
288
Mizuho Securities
Japan
$2.29M +$144K +4,380 +6%
QWM
289
QP Wealth Management
New Jersey
$2.28M +$454K +13,805 +21%
DLG
290
Daniel L. Goodwin
$2.23M +$1.65M +50,000 +167%
BBVA
291
Banco Bilbao Vizcaya Argentaria
Spain
$2.2M +$2.6M +78,869 New
VFA
292
Voya Financial Advisors
Connecticut
$2.18M +$144K +4,389 +6%
AF
293
Ally Financial
Michigan
$2.18M +$2.57M +78,000 New
WMSA
294
Weiss Multi-Strategy Advisers
New York
$2.17M -$3.2M -97,362 -56%
LFAS
295
Level Four Advisory Services
Texas
$2.16M +$2.55M +77,532 New
ACI
296
AMP Capital Investors
Australia
$2.15M +$1.48M +45,023 +139%
OWP
297
Old Well Partners
North Carolina
$2.14M +$1.83M +55,685 +264%
ASRS
298
Arizona State Retirement System
Arizona
$2.14M +$2.52M +76,677 New
First Manhattan
299
First Manhattan
New York
$2.09M +$2.47M +75,000 New
TC
300
Tarsadia Capital
New York
$2.09M +$2.47M +75,000 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.