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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
BCA
676
Berman Capital Advisors
Georgia
$5K +$5.46K +166 +426%
OSAM
677
O'Shaughnessy Asset Management
Connecticut
$5K +$5.46K +166 New
BL
678
Balentine LLC
Georgia
$5K +$5.92K +180 New
WEC
679
Winslow Evans & Crocker
Massachusetts
$4K -$28.2K -858 -86%
EWP
680
Engrave Wealth Partners
Texas
$4K -$6.98K -212 -55%
PFBT
681
Parkside Financial Bank & Trust
Missouri
$4K -$625 -19 -10%
NC
682
NewSquare Capital
Pennsylvania
$4K
RCA
683
Ranch Capital Advisors
Florida
$4K
MIM
684
Macroview Investment Management
Maryland
$4K +$4.28K +130 New
SIM
685
Sonora Investment Management
Arizona
$4K +$4.28K +130 New
DWM
686
Darwin Wealth Management
Florida
$4K +$4.94K +150 New
WT
687
Whittier Trust
California
$4K +$4.94K +150 New
CAC
688
Certified Advisory Corp
Florida
$3K
ICM
689
Islay Capital Management
Texas
$3K
FCM
690
Firestone Capital Management
Florida
$3K +$1.32K +40 +67%
EFSCE
691
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$3.26K +99 New
CFG
692
Citizens Financial Group
Rhode Island
$3K +$3.29K +100 New
FMP
693
Financial Management Professionals
Texas
$3K +$3.29K +100 New
JWBC
694
John W. Brooker & Co
California
$3K +$3.29K +100 New
AAP
695
Arax Advisory Partners
Colorado
$3K +$4.01K +122 New
SWA
696
Sutton Wealth Advisors
Florida
$2.51K +$2.96K +90 New
CWAF
697
Core Wealth Advisors (Florida)
Florida
$2K
HWM
698
Holloway Wealth Management
Florida
$2K
SFG
699
Sowa Financial Group
Rhode Island
$2K
SFPG
700
Stonebridge Financial Planning Group
Florida
$2K

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.