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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
PAM
301
Private Asset Management
California
$2.07M +$784K +23,821 +47%
AC
302
Asio Capital
Kentucky
$2.07M +$2.43M +73,710 +21,060%
Nomura Asset Management
303
Nomura Asset Management
Japan
$2.03M +$1.46M +44,481 +158%
ACM
304
Alpha Capital Management
Texas
$2M +$2.35M +71,522 New
BA
305
Bridgewater Associates
Connecticut
$1.95M -$2.03M -61,710 -47%
PAG
306
Private Advisor Group
New Jersey
$1.88M +$1.04M +31,544 +88%
JPC
307
Jabodon PT Co
Nevada
$1.85M -$485K -14,733 -18%
Mercer Global Advisors
308
Mercer Global Advisors
Colorado
$1.84M +$2.17M +66,017 New
FAF
309
Första AP-fonden
Sweden
$1.81M +$2.14M +65,000 New
VLC
310
Van Leeuwen & Company
New Jersey
$1.78M +$435K +13,224 +26%
Cerity Partners
311
Cerity Partners
New York
$1.77M +$1.52M +46,323 +273%
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$1.73M -$36.1K -1,098 -2%
SPIO
313
Seven Post Investment Office
California
$1.7M -$580K -17,625 -22%
BBCM
314
Boardman Bay Capital Management
New York
$1.68M -$658K -20,000 -25%
KWILP
315
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.64M +$827K +25,137 +75%
Toronto Dominion Bank
316
Toronto Dominion Bank
Ontario, Canada
$1.64M +$839K +25,493 +77%
DnB Asset Management
317
DnB Asset Management
Norway
$1.62M +$861K +26,172 +82%
MSL
318
Mackay Shields LLC
New York
$1.62M -$9.44K -287 -0.5%
PFA
319
Paradigm Financial Advisors
Missouri
$1.61M +$291K +8,857 +18%
TFS
320
Thoroughbred Financial Services
Tennessee
$1.58M +$1.45M +43,963 +344%
DC
321
Davenport & Co
Virginia
$1.57M +$664K +20,182 +56%
Squarepoint
322
Squarepoint
New York
$1.57M -$8.95M -272,071 -83%
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$1.57M -$9.41M -285,899 -81%
CCM
324
Covington Capital Management
California
$1.55M +$1.81M +55,005 +15,716%
LI
325
Latash Investments
Alaska
$1.54M

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.