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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
376
Atria Investments
North Carolina
$917K +$281K +8,532 +35%
BJL
377
Brighton Jones LLC
Washington
$913K -$3.29M -99,854 -75%
AWA
378
Arete Wealth Advisors
Illinois
$909K +$1.07M +32,547 New
CI
379
Capital International
California
$908K +$1.07M +32,504 New
V
380
Veritable
Delaware
$904K +$3.69K +112 +0.3%
WS
381
Wedbush Securities
California
$901K +$667K +20,262 +169%
FMT
382
First Mercantile Trust
Tennessee
$893K +$816K +24,791 +344%
EH
383
Equitable Holdings
New York
$876K -$808K -24,541 -44%
WCM
384
Wildcat Capital Management
New York
$853K +$1.01M +30,555 New
JF
385
JSF Financial
California
$839K -$139K -4,215 -12%
CIBC Private Wealth Group
386
CIBC Private Wealth Group
Georgia
$836K +$356K +10,830 +57%
GC
387
Guggenheim Capital
Illinois
$829K -$442K -13,437 -31%
AP
388
AlpInvest Partners
Netherlands
$827K -$29K -881 -3%
RWM
389
Ritholtz Wealth Management
New York
$821K -$537K -16,320 -36%
CII
390
Capital International Inc
California
$820K +$966K +29,360 New
BSW
391
Buckingham Strategic Wealth
Missouri
$819K +$189K +5,748 +24%
MCCP
392
Mission Creek Capital Partners
California
$806K -$4.64M -141,148 -83%
MVA
393
Mount Vernon Associates
Maryland
$801K +$944K +28,700 New
CS
394
Comerica Securities
Michigan
$789K +$108K +3,268 +13%
SMDAM
395
Sumitomo Mitsui DS Asset Management
Japan
$779K +$528K +16,042 +135%
EIM
396
Essex Investment Management
Massachusetts
$774K +$912K +27,724 New
MLICM
397
Metropolitan Life Insurance Company (MetLife)
New York
$774K -$7.44K -226 -0.8%
F
398
Filament
Washington
$765K +$294K +8,933 +48%
Man Group
399
Man Group
United Kingdom
$764K +$901K +27,366 New
DADC
400
D.A. Davidson & Co
Montana
$748K +$99.9K +3,035 +13%

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.