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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
CLOS
426
Compagnie Lombard Odier SCmA
Switzerland
$573K +$675K +20,500 New
EPC
427
Emerson Point Capital
New York
$573K +$676K +20,536 New
Mariner
428
Mariner
Kansas
$573K +$676K +20,538 New
AC
429
Avestar Capital
New York
$570K +$290K +8,800 +76%
SFG
430
SevenBridge Financial Group
Pennsylvania
$568K +$669K +20,329 New
IRAG
431
Investment Research & Advisory Group
Georgia
$566K -$61.1K -1,858 -8%
YRHAM
432
Yong Rong (HK) Asset Management
Hong Kong
$559K -$2.63M -80,000 -80%
GRP
433
Global Retirement Partners
California
$558K -$11.6K -352 -2%
Nordea Investment Management
434
Nordea Investment Management
Sweden
$555K +$401K +12,185 +152%
CS
435
Candriam SCA
Luxembourg
$549K
HFS
436
Hantz Financial Services
Michigan
$545K +$643K +19,535 New
CWM
437
Circle Wealth Management
New Jersey
$543K +$20.7K +630 +3%
SC
438
Scotia Capital
Ontario, Canada
$541K -$70.2K -2,133 -10%
ATC
439
Argent Trust Co
Tennessee
$541K +$2.6K +79 +0.4%
NA
440
NewEdge Advisors
Louisiana
$538K +$390K +11,837 +159%
JGC
441
J. Goldman & Co
New York
$537K -$4.16M -126,440 -87%
CC
442
Copperleaf Capital
North Carolina
$529K +$355K +10,773 +132%
GBA
443
Garrison Bradford & Associates
New York
$525K +$619K +18,800 New
SBWIC
444
Schaper Benz & Wise Investment Counsel
Wisconsin
$521K +$614K +18,650 New
IAA
445
Independent Advisor Alliance
North Carolina
$519K +$612K +18,587 New
Daiwa Securities Group
446
Daiwa Securities Group
Japan
$506K -$212K -6,439 -26%
CAM
447
Crestone Asset Management
Colorado
$501K +$591K +17,951 New
APA
448
American Portfolios Advisors
New York
$500K +$316K +9,609 +116%
HA
449
Harbor Advisors
Florida
$496K
WAM
450
World Asset Management
Michigan
$490K -$40.9K -1,244 -7%

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.