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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
FCA
576
FinTrust Capital Advisors
South Carolina
$148K
BCM
577
Blume Capital Management
California
$146K +$163K +4,950 +1,650%
NFG
578
Next Financial Group
Texas
$134K +$59.1K +1,795 +60%
S
579
Seeyond
France
$131K -$428 -13 -0.5%
CCA
580
Column Capital Advisors
Indiana
$131K +$155K +4,701 New
FWM
581
Focused Wealth Management
New York
$126K +$148K +4,491 +16,039%
PCG
582
Private Capital Group
Connecticut
$120K +$34.1K +1,035 +32%
Carson Wealth (CWM LLC)
583
Carson Wealth (CWM LLC)
Nebraska
$113K
HCM
584
Highlander Capital Management
New Jersey
$113K +$133K +4,050 New
VCP
585
Verus Capital Partners
Arizona
$112K -$197K -5,988 -60%
FQ
586
First Quadrant
California
$112K +$132K +4,012 New
AIC
587
Ameritas Investment Company
Nebraska
$112K +$143K +4,340 New
Fidelity International
588
Fidelity International
Bermuda
$107K -$142M -4,317,391 -100%
Acadian Asset Management
589
Acadian Asset Management
Massachusetts
$103K +$122K +3,695 New
OPS
590
Orion Portfolio Solutions
Nebraska
$99K +$111K +3,376 +1,855%
FHA
591
Flagship Harbor Advisors
Massachusetts
$93K +$14.3K +435 +15%
HIIFS
592
Harel Insurance Investments & Financial Services
Israel
$84K +$98.7K +3,000 New
PW
593
Price Wealth
Texas
$82K -$3.19M -97,073 -97%
VNA
594
Valley National Advisers
Pennsylvania
$67K +$527 +16 +0.7%
NSIM
595
North Star Investment Management
Illinois
$65K +$8.88K +270 +13%
PFO
596
Pathstone Family Office
New Jersey
$64K +$75.3K +2,288 New
ECM
597
ExodusPoint Capital Management
New York
$62K -$19.7M -598,947 -100%
MIFH
598
Migdal Insurance & Financial Holdings
Israel
$62K -$41.8K -1,270 -36%
CIS
599
Capital International Sarl
California
$61K +$71.5K +2,173 New
AA
600
AlphaMark Advisors
Kentucky
$57K +$14.8K +450 +28%

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.