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646 hedge funds and large institutions have $30.2B invested in Uber in 2019 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 225 increasing their positions, 69 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 296 | Existing positions closed: 51

226% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 69

133% more funds holding in top 10

Funds holding in top 10: 2763 (+36)

59% more funds holding

Funds holding: 407646 (+239)

18% more capital invested

Capital invested by funds: $25.6B → $30.2B (+$4.64B)

10% more ownership

Funds ownership: 49.54%59.54% (+10%)

46% less call options, than puts

Call options by funds: $843M | Put options by funds: $1.55B

Holders
646
Holders Change
+239
Holders Change %
+58.72%
% of All Funds
12.73%
Holding in Top 10
63
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+133.33%
% of All Funds
1.24%
New
296
Increased
225
Reduced
69
Closed
51
Calls
$843M
Puts
$1.55B
Net Calls
-$709M
Net Calls Change
-$256M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
576
TownSquare Capital
Utah
$10K -$412K -13,879 -98%
OC
577
Oakworth Capital
Alabama
$10K -$25.8K -870 -74%
PFGIA
578
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$10.7K -361 -52%
CCM
579
Covington Capital Management
California
$10K -$1.48K -50 -13%
ME
580
McIlrath & Eck
Washington
$10K
JCM
581
Jacobi Capital Management
Pennsylvania
$10K +$297 +10 +3%
AP
582
Americana Partners
Texas
$10K +$10.4K +350 New
AIS
583
Accurate Investment Solutions
Pennsylvania
$9K
SSB
584
Sandy Spring Bank
Maryland
$9K
BWL
585
Bogart Wealth LLC
Virginia
$9K +$9.4K +317 New
PMFA
586
Plante Moran Financial Advisors
Michigan
$8K -$1.78K -60 -18%
HGWM
587
Harvest Group Wealth Management
Massachusetts
$8K
NL
588
NVWM LLC
Pennsylvania
$8K +$4.6K +155 +138%
BCM
589
Blume Capital Management
California
$8K +$8.9K +300 New
SMFS
590
Squar Milner Financial Services
California
$8K +$8.9K +300 New
SCA
591
Stuart Chaussee & Associates
California
$7K
AssetMark Inc
592
AssetMark Inc
California
$7K +$3K +101 +73%
AA
593
Advisory Alpha
Michigan
$6.83K +$5.93K +200 New
CFD
594
Creative Financial Designs
Indiana
$6K
TCM
595
Tradewinds Capital Management
Washington
$6K +$742 +25 +14%
SWM
596
Sugarloaf Wealth Management
Georgia
$6K +$5.49K +185 New
AF
597
Allworth Financial
California
$5K
IRC
598
Investors Research Corp
Georgia
$5K
TWA
599
TCI Wealth Advisors
Arizona
$5K +$3.59K +121 +281%
PFBT
600
Parkside Financial Bank & Trust
Missouri
$5K +$4.24K +143 +358%

UBER Hedge Fund Activity: Q4 2019 in Review

646 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q4 2019, worth a combined $30.2B — up 18% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 296 funds opened new UBER positions and 51 closed out — a net gain of 245 holders — while 225 added to existing stakes and 69 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.04B. The largest seller was Alphabet Inc, cutting an estimated $2B.

  • 646 institutional investors held Uber (UBER) as of Q4 2019, up from 407 in Q3 2019.
  • Funds reported $30.2B of Uber stock for Q4 2019, up 18% quarter-over-quarter.
  • 296 funds opened new Uber positions in Q4 2019 and 51 closed out, a net change of +245 holders.
  • The largest Uber buyer in Q4 2019 was Vanguard Group, an estimated $1.04B added.
  • The largest Uber seller in Q4 2019 was Alphabet Inc, an estimated $2B sold.

Based on aggregated 13F filings for Q4 2019.