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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
ZB
476
Zions Bancorporation
Utah
$373K +$219K +6,644 +99%
CHAM
477
Clear Harbor Asset Management
Connecticut
$372K +$436K +13,240 +16,550%
QP
478
Quilter Plc
United Kingdom
$368K +$433K +13,152 New
FIA
479
Foundations Investment Advisors
Arizona
$365K +$75.7K +2,299 +19%
Tudor Investment Corp
480
Tudor Investment Corp
Connecticut
$361K -$8.5M -258,280 -95%
WA
481
WP Advisors
California
$360K +$29.6K +900 +7%
Schroder Investment Management Group
482
Schroder Investment Management Group
United Kingdom
$359K +$455K +13,819 New
CA
483
Cetera Advisors
Colorado
$353K +$416K +12,642 New
P
484
Pitcairn
Pennsylvania
$349K +$411K +12,484 New
BIC
485
Beach Investment Counsel
Pennsylvania
$347K +$409K +12,440 New
BIM
486
Beach Investment Management
Pennsylvania
$347K +$409K +12,440 New
QCIG
487
Quad-Cities Investment Group
Iowa
$345K +$67.2K +2,042 +20%
CFGS
488
Concourse Financial Group Securities
Alabama
$339K +$359K +10,895 +874%
IA
489
IFG Advisory
Georgia
$339K +$400K +12,163 New
ASN
490
Advisory Services Network
Georgia
$338K +$340K +10,326 +575%
OCM
491
Ovata Capital Management
Hong Kong
$335K +$395K +12,000 New
SW
492
SkyOak Wealth
Michigan
$335K +$395K +12,013 New
DZ Bank
493
DZ Bank
Germany
$334K +$395K +12,000 New
CI
494
Cigna Investments
Connecticut
$332K +$26K +791 +7%
RG
495
Rathbones Group
United Kingdom
$328K -$494 -15 -0.1%
PWA
496
Providence Wealth Advisors
Illinois
$325K +$407K +12,382 New
AWM
497
Argent Wealth Management
Massachusetts
$323K -$688K -20,904 -63%
BP
498
BBR Partners
New York
$322K -$708K -21,529 -65%
TAF
499
Tredje AP-fonden
Sweden
$318K
TFS
500
TrustCore Financial Services
Tennessee
$318K +$342K +10,396 +1,040%

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.