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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
AI
351
Alphabet Inc
California
$1.16M -$123M -3,739,656 -99%
BRWM
352
B. Riley Wealth Management
Tennessee
$1.16M +$135K +4,110 +11%
GGHC
353
Gilder Gagnon Howe & Co
New York
$1.14M -$70.3K -2,137 -5%
SI
354
Stephens Inc
Arkansas
$1.14M +$461K +13,998 +52%
II
355
IFM Investors
Australia
$1.14M +$745K +22,649 +124%
RCM
356
Ratan Capital Management
Florida
$1.14M +$1.34M +40,711 New
Creative Planning
357
Creative Planning
Kansas
$1.13M +$716K +21,753 +116%
Manulife (Manufacturers Life Insurance)
358
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.13M -$41.7K -1,267 -3%
CGM
359
Centenus Global Management
New York
$1.12M +$1.32M +40,000 New
Federated Hermes
360
Federated Hermes
Pennsylvania
$1.11M +$1.31M +39,954 New
OAM
361
Oppenheimer Asset Management
New York
$1.11M +$464K +14,109 +55%
LSPW
362
Lake Street Private Wealth
Illinois
$1.09M +$116K +3,534 +10%
BAAM
363
Baker Avenue Asset Management
California
$1.08M -$1.37M -41,639 -52%
Two Sigma Advisers
364
Two Sigma Advisers
New York
$1.06M +$1.25M +38,000 New
Wolverine Trading
365
Wolverine Trading
Illinois
$1.06M -$5.08M -154,493 -80%
NAM
366
Nissay Asset Management
Japan
$1.05M +$619K +18,797 +99%
AI
367
ArchPoint Investors
Florida
$1.05M +$507K +15,409 +69%
SB
368
Simmons Bank
Arkansas
$1.05M +$427K +12,972 +53%
MIAN
369
Mariner Independent Advisor Network
Kansas
$1.04M +$919K +27,930 +215%
SPC
370
Sigma Planning Corp
Michigan
$1.03M -$736K -22,352 -38%
AA
371
Altman Advisors
Illinois
$993K +$263K +7,985 +29%
CA
372
Continental Advisors
Utah
$977K
VRS
373
Virginia Retirement Systems
Virginia
$944K +$550K +16,700 +98%
MSAM
374
Moloney Securities Asset Management
Missouri
$923K -$261K -7,930 -19%
SFFS
375
Stonehage Fleming Financial Services
Jersey
$918K

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.