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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
EP
626
Eudaimonia Partners
Tennessee
$24K +$28.2K +858 New
RFA
627
Reilly Financial Advisors
California
$23K
TFGT
628
TS Financial Group (TSFG)
Illinois
$23K
LWM
629
Liberty Wealth Management
California
$22K +$6.48K +197 +34%
1W
630
1776 Wealth
Georgia
$22K +$13.2K +400 +100%
Credit Agricole
631
Credit Agricole
France
$21K -$24.7K -750 -50%
AF
632
Allworth Financial
California
$21K +$20.4K +619 +405%
RWG
633
Regal Wealth Group
California
$20K
SIS
634
Sound Income Strategies
Florida
$20K +$3.29K +100 +17%
AWM
635
Atticus Wealth Management
Florida
$19K -$10.7K -325 -33%
SSB
636
Sandy Spring Bank
Maryland
$19K +$12.9K +393 +131%
AIC
637
Archer Investment Corporation
Indiana
$18K
TPCW
638
TD Private Client Wealth
New York
$16.6K +$14.2K +431 +261%
FRA
639
Front Row Advisors
California
$15K
RFM
640
Royal Fund Management
Florida
$15K
NL
641
NVWM LLC
Pennsylvania
$15K +$8.39K +255 +96%
RWML
642
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$14.2K +$15.1K +460 +939%
LWA
643
Lenox Wealth Advisors
New York
$14K +$16.5K +500 New
EWA
644
Evolution Wealth Advisors
Florida
$13K -$88.8K -2,700 -86%
LIA
645
LS Investment Advisors
Michigan
$13K -$77.8K -2,365 -84%
BFC
646
Bedel Financial Consulting
Indiana
$13K +$12.7K +387 +503%
CAGAS
647
Capital Advisory Group Advisory Services
Minnesota
$12K +$14.5K +440 New
TC
648
Trust Company
Kansas
$10K
JCM
649
Jacobi Capital Management
Pennsylvania
$9K
ME
650
McIlrath & Eck
Washington
$9K

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.