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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
TI
551
Tidal Investments
Wisconsin
$223K -$2.34K -71 -0.9%
VFA
552
Valeo Financial Advisors
Indiana
$223K +$104K +3,175 +63%
Los Angeles Capital Management
553
Los Angeles Capital Management
California
$222K +$261K +7,940 New
PMFA
554
Plante Moran Financial Advisors
Michigan
$217K +$247K +7,500 +2,727%
SPIA
555
Steward Partners Investment Advisory
New York
$216K +$75.3K +2,289 +42%
CICI
556
Capital Investment Counsel Inc
North Carolina
$215K +$253K +7,700 New
BP
557
Ballentine Partners
Massachusetts
$213K +$252K +7,649 New
TD Asset Management
558
TD Asset Management
Ontario, Canada
$212K -$1.11M -33,843 -82%
AWM
559
AE Wealth Management
Kansas
$209K -$76.5K -2,324 -24%
FA
560
FDx Advisors
Illinois
$208K +$245K +7,434 New
22CM
561
20/20 Capital Management
California
$206K +$10.4K +315 +5%
PAS
562
Park Avenue Securities
New York
$206K +$243K +7,393 New
QT
563
Quantamental Technologies
New York
$204K +$240K +7,300 New
Northwestern Mutual Wealth Management
564
Northwestern Mutual Wealth Management
Wisconsin
$203K +$117K +3,542 +95%
NICM
565
Neo Ivy Capital Management
New York
$201K -$483K -14,690 -67%
CCB
566
Cutter & Co Brokerage
Missouri
$201K -$60.5K -1,839 -20%
EMG
567
ETF Managers Group
New Jersey
$185K +$219K +6,654 New
CBT
568
Capital Bank & Trust
California
$184K
CSS
569
Cubist Systematic Strategies
Connecticut
$179K -$3.37M -102,427 -94%
SFS
570
Sowell Financial Services
Arkansas
$177K +$60.1K +1,827 +41%
PAM
571
Panagora Asset Management
Massachusetts
$166K +$196K +5,950 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
572
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158K -$27.7M -842,051 -99%
CA
573
Clearstead Advisors
Ohio
$152K +$179K +5,444 New
IA
574
IFP Advisors
Florida
$151K +$90.7K +2,756 +103%
BAM
575
Belpointe Asset Management
Nevada
$150K +$36.9K +1,120 +26%

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.