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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
FAAS
326
First Allied Advisory Services
California
$1.5M +$912K +27,700 +107%
Connor, Clark & Lunn Investment Management (CC&L)
327
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.49M +$967K +29,400 +123%
LNWWM
328
Laird Norton Wetherby Wealth Management
California
$1.49M +$762K +23,149 +77%
WP
329
WMS Partners
Maryland
$1.47M +$838K +25,452 +94%
NEI
330
Northwest & Ethical Investments
Ontario, Canada
$1.43M -$168K -5,100 -9%
TOPU
331
Trustees of Princeton University
New Jersey
$1.43M -$34.2M -1,038,807 -95%
WTB
332
Washington Trust Bank
Washington
$1.41M -$85.4K -2,595 -5%
AP
333
Adero Partners
California
$1.38M +$1.63M +49,482 New
IIA
334
IPG Investment Advisors
California
$1.37M +$385K +11,692 +31%
SCM
335
Saba Capital Management
New York
$1.32M +$1.55M +47,227 New
KAS
336
Kemnay Advisory Services
New York
$1.3M +$1.54M +46,758 New
BCIM
337
British Columbia Investment Management
British Columbia, Canada
$1.3M +$84.9K +2,580 +6%
GT
338
Glenmede Trust
Pennsylvania
$1.3M
BRWA
339
B. Riley Wealth Advisors
Florida
$1.28M +$697K +21,166 +86%
William Blair & Company
340
William Blair & Company
Illinois
$1.27M -$1.31M -39,857 -47%
AWA
341
Artemis Wealth Advisors
New York
$1.26M +$1.09M +33,138 +276%
GIM
342
Grassi Investment Management
California
$1.24M +$1.46M +44,275 New
MTIM
343
Marathon Trading Investment Management
Pennsylvania
$1.23M +$1.45M +44,000 New
US Bancorp
344
US Bancorp
Minnesota
$1.22M +$1.05M +31,894 +271%
Ensign Peak Advisors
345
Ensign Peak Advisors
Utah
$1.22M +$671K +20,376 +88%
Baird Financial Group
346
Baird Financial Group
Wisconsin
$1.22M +$280K +8,507 +24%
ZCA
347
Zeke Capital Advisors
Pennsylvania
$1.2M +$290K +8,803 +26%
M&T Bank
348
M&T Bank
New York
$1.2M +$289K +8,781 +26%
JM
349
Jeneq Management
New York
$1.18M +$1.39M +42,100 New
WG
350
Watchman Group
Texas
$1.17M +$1.38M +41,920 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.