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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
VanEck Associates
401
VanEck Associates
New York
$737K -$48.5K -1,474 -5%
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$727K +$450K +13,675 +111%
DI
403
DFPG Investments
Utah
$726K +$259K +7,864 +42%
CAN
404
Cetera Advisor Networks
California
$720K +$848K +25,782 New
RCAG
405
Rehmann Capital Advisory Group
Michigan
$716K +$844K +25,651 New
ECM
406
ETrade Capital Management
Virginia
$712K +$838K +25,477 New
EW
407
Evoke Wealth
California
$699K -$977K -29,679 -54%
KSCM
408
Kamunting Street Capital Management
Florida
$698K -$658K -20,000 -44%
CC
409
Criteria Caixa
Spain
$692K +$816K +24,800 New
MFAM
410
Motley Fool Asset Management
Virginia
$686K -$187K -5,684 -19%
WAM
411
Wolverine Asset Management
Illinois
$668K +$95.3K +2,897 +14%
GA
412
Greenspring Associates
Maryland
$666K +$785K +23,851 New
AIM
413
Allen Investment Management
New York
$662K +$51.1K +1,553 +7%
Dimensional Fund Advisors
414
Dimensional Fund Advisors
Texas
$659K +$777K +23,619 New
MCM
415
Mengis Capital Management
Oregon
$654K +$62.5K +1,900 +9%
XWM
416
Xcel Wealth Management
Florida
$654K +$771K +23,435 New
LWCA
417
Locust Wood Capital Advisers
New York
$651K +$767K +23,300 New
IRF
418
IBM Retirement Fund
New York
$626K +$399K +12,121 +118%
RIL
419
Rothschild Investment LLC
Illinois
$624K +$735K +22,350 New
PP
420
Paloma Partners
Connecticut
$623K -$3.56M -108,248 -83%
GI
421
GAMCO Investors
Connecticut
$599K +$260K +7,905 +58%
VWA
422
V Wealth Advisors
Kansas
$595K +$702K +21,321 New
VBFG
423
Vishria Bird Financial Group
Tennessee
$593K +$280K +8,499 +67%
HIA
424
Harbor Investment Advisory
Maryland
$585K +$494K +15,013 +253%
SWM
425
SeaCrest Wealth Management
New York
$574K +$677K +20,567 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.