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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
BWL
651
Bogart Wealth LLC
Virginia
$9K +$428 +13 +4%
TFA
652
Toth Financial Advisory
Virginia
$9K +$6.58K +200 +159%
POIA
653
Pin Oak Investment Advisors
Texas
$9K +$10.1K +306 New
CP
654
Corbenic Partners
Pennsylvania
$9K +$10.5K +318 New
LC
655
Lindbrook Capital
California
$9K +$10.5K +320 New
BWP
656
Baldwin Wealth Partners
Massachusetts
$9K +$11.1K +337 New
AIS
657
Accurate Investment Solutions
Pennsylvania
$8K
SMFS
658
Squar Milner Financial Services
California
$8K
1IA
659
1834 Investment Advisors
Wisconsin
$8K +$9.28K +282 New
PH
660
Pinnacle Holdings
Oklahoma
$7.82K +$9.21K +280 New
AIM
661
Artemis Investment Management
United Kingdom
$7.77K +$9.15M +278,148 New
RIA
662
RPG Investment Advisory
California
$7K -$11.2K -340 -59%
AssetMark Inc
663
AssetMark Inc
California
$7K +$527 +16 +7%
LSA
664
Lion Street Advisors
Texas
$7K +$7.96K +242 New
PG
665
Proffitt & Goodson
Tennessee
$7K +$8.23K +250 New
SIAS
666
Shine Investment Advisory Services
Colorado
$7K +$8.26K +251 New
LFG
667
Larson Financial Group
Missouri
$7K +$8.42K +256 New
LS
668
Leelyn Smith
Illinois
$6K -$6.32K -192 -48%
AW
669
Avion Wealth
Texas
$6K +$6.58K +200 New
CAN
670
Claraphi Advisory Network
United States
$6K +$6.58K +200 New
OIA
671
Optimum Investment Advisors
Illinois
$6K +$6.58K +200 New
GEA
672
Glen Eagle Advisors
New Jersey
$5.58K +$3.29K +100 +100%
AWA
673
Arkadios Wealth Advisors
Georgia
$5.03K -$2.47K -75 -29%
TCM
674
Tradewinds Capital Management
Washington
$5K -$1.05K -32 -15%
IRC
675
Investors Research Corp
Georgia
$5K

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.