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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
EWM
451
Evercore Wealth Management
New York
$489K +$576K +17,500 New
ED
452
Exane Derivatives
France
$488K +$164K +4,969 +40%
CB
453
Commerce Bank
Missouri
$485K +$571K +17,367 New
IC
454
Intel Corp
California
$484K
EWM
455
Empirical Wealth Management
Washington
$480K -$190K -5,788 -25%
PA
456
Pinnacle Associates
New York
$480K +$566K +17,200 New
MAFM
457
Mid Atlantic Financial Management
Pennsylvania
$451K +$298K +9,070 +128%
HCM
458
Hollencrest Capital Management
California
$444K +$16.5K +500 +3%
AT
459
Arden Trust
Delaware
$442K +$112K +3,392 +27%
LWPC
460
Legacy Wealth Partners (California)
California
$434K +$511K +15,537 New
PCM
461
Pentwater Capital Management
Florida
$434K +$512K +15,550 New
ANRIA
462
American National Registered Investment Advisor
Texas
$431K +$508K +15,435 New
Lazard Asset Management
463
Lazard Asset Management
New York
$427K +$151K +4,600 +43%
VAS
464
Vestmark Advisory Solutions
Massachusetts
$424K +$106K +3,213 +27%
CP
465
Covenant Partners
Tennessee
$422K +$202K +6,144 +69%
AW
466
Alpha Windward
Massachusetts
$421K +$393K +11,955 +382%
GLA
467
Good Life Advisors
Pennsylvania
$420K +$497K +15,091 New
HC
468
Hourglass Capital
Texas
$419K +$494K +15,000 New
FAIM
469
Financial Advocates Investment Management
Washington
$412K +$196K +5,961 +68%
BFEC
470
Benjamin F. Edwards & Company
Missouri
$411K -$4.15K -126 -0.8%
AC
471
Allstate Corporation
Illinois
$399K +$471K +14,305 New
TCA
472
Transcend Capital Advisors
New Jersey
$398K +$469K +14,240 New
C
473
Certuity
Florida
$388K +$457K +13,902 New
GWM
474
Geneos Wealth Management
Colorado
$382K -$308K -9,369 -40%
Point72 Asset Management
475
Point72 Asset Management
Connecticut
$374K -$87.1M -2,647,456 -99%

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.