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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
TCM
501
Tuttle Capital Management
Connecticut
$318K +$375K +11,406 New
SF
502
Synovus Financial
Georgia
$315K +$372K +11,292 +2,663%
CAPTRUST Financial Advisors
503
CAPTRUST Financial Advisors
North Carolina
$315K +$407K +12,378 New
TFCP
504
Twin Focus Capital Partners
Massachusetts
$313K
Temasek Holdings
505
Temasek Holdings
Singapore
$307K +$362K +10,988 New
SQA
506
Simon Quick Advisors
New Jersey
$306K +$326K +9,922 +951%
AG
507
AlphaSimPlex Group
Massachusetts
$301K +$354K +10,763 New
CS
508
Capital Square
Tennessee
$300K -$11K -335 -3%
SFA
509
Semmax Financial Advisors
North Carolina
$296K +$37.5K +1,140 +12%
SWP
510
Stratos Wealth Partners
Ohio
$295K +$348K +10,571 New
RCG
511
Rock Creek Group
District of Columbia
$294K +$66.2K +2,013 +24%
RJT
512
Raymond James Trust
Florida
$289K +$340K +10,343 New
UAS
513
United Asset Strategies
New York
$289K +$341K +10,353 New
CGL
514
Clarius Group LLC
Washington
$282K
JPLA
515
Joseph P. Lucia & Associates
New York
$282K +$32.9K +1,000 +11%
PAS
516
Partnervest Advisory Services
California
$280K +$330K +10,024 New
CI
517
CAZ Investments
Texas
$279K +$329K +10,000 New
HAG
518
HighPoint Advisor Group
Illinois
$277K -$194K -5,882 -38%
BOTOTLSJU
519
Board of Trustees of The Leland Stanford Junior University
California
$276K -$169K -5,127 -34%
CPC
520
Congress Park Capital
New York
$276K +$326K +9,900 New
HWA
521
HHM Wealth Advisors
Tennessee
$275K +$324K +9,857 New
CA
522
Claro Advisors
Massachusetts
$273K +$321K +9,767 New
CCP
523
Corient Capital Partners
California
$271K +$320K +9,716 New
TMC
524
Trellus Management Company
Florida
$267K +$16.8K +511 +6%
DILIC
525
Dai-ichi Life Insurance Company
Japan
$267K +$34.3K +1,042 +12%

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.