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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
DCP
26
Darsana Capital Partners
New York
$188M +$24.7M +750,000 +13%
GBCP
27
Glade Brook Capital Partners
Connecticut
$185M -$744K -22,600 -0.3%
SC
28
Sculptor Capital
New York
$182M -$60.2M -1,830,891 -22%
Bank of America
29
Bank of America
North Carolina
$179M -$5.4M -164,198 -2%
Goldman Sachs
30
Goldman Sachs
New York
$166M +$32.7M +993,184 +20%
EC
31
Eminence Capital
New York
$151M +$30.5M +927,109 +21%
CCM
32
Composite Capital Management
Hong Kong
$138M +$162M +4,932,215 New
CCM
33
Cadian Capital Management
New York
$127M +$149M +4,536,855 New
SEP
34
Soma Equity Partners
California
$119M +$65.8M +2,000,000 +89%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$116M +$105M +3,182,127 +321%
UBS AM
36
UBS AM
Illinois
$112M +$21.2M +643,472 +19%
TCM
37
Tao Capital Management
California
$112M
Northern Trust
38
Northern Trust
Illinois
$112M +$23.9M +724,911 +22%
Legal & General Group
39
Legal & General Group
United Kingdom
$110M +$23.7M +720,724 +22%
JP Morgan Chase
40
JP Morgan Chase
New York
$105M +$2.83M +86,014 +2%
Victory Capital Management
41
Victory Capital Management
Texas
$104M +$105M +3,189,084 +595%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$104M +$80.7M +2,451,402 +194%
Citadel Advisors
43
Citadel Advisors
Florida
$102M -$503M -15,286,390 -81%
CS
44
Credit Suisse
Switzerland
$95.9M +$89.7M +2,725,127 +384%
IC
45
Iconiq Capital
California
$91.3M -$34.7M -1,055,038 -24%
Artisan Partners
46
Artisan Partners
Wisconsin
$90.5M +$107M +3,241,820 New
Macquarie Group
47
Macquarie Group
Australia
$90.4M +$91.9M +2,794,149 +630%
AP
48
Antipodes Partners
Australia
$85.7M -$42.9M -1,304,822 -30%
Invesco
49
Invesco
Georgia
$83.2M +$43.9M +1,335,116 +81%
EVM
50
Eaton Vance Management
Massachusetts
$83.2M +$43.6M +1,323,928 +80%

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.