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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
AC
701
AlphaCore Capital
California
$2K +$2.53K +77 New
VCM
702
Versant Capital Management
Arizona
$2K +$3.09K +94 +940%
TC
703
Truvestments Capital
Florida
$2K +$3.29K +100 New
NL
704
NWAM LLC
Washington
$1.06K +$1.25M +37,993 New
IAS
705
IMA Advisory Services
Colorado
$1K -$21.4K -650 -96%
TWA
706
TCI Wealth Advisors
Arizona
$1K -$3.98K -121 -74%
CTC
707
Central Trust Company
Missouri
$1K
KTC
708
Kistler-Tiffany Companies
Pennsylvania
$1K
MA
709
MCF Advisors
Kentucky
$1K
PWMG
710
Prestige Wealth Management Group
New Jersey
$1K
SIC
711
Salem Investment Counselors
North Carolina
$1K
EWM
712
Edge Wealth Management
New York
$1K +$329 +10 +40%
CIR
713
Clear Investment Research
Georgia
$1K +$461 +14 +140%
TCM
714
TD Capital Management
Tennessee
$1K +$757 +23 New
TFO
715
Tarbox Family Office
California
$1K +$1.51K +46 New
PCA
716
Providence Capital Advisors
North Carolina
$1K +$1.65K +50 New
SMH
717
Sanders Morris Harris
Texas
$1K +$1.43M +43,400 New
FCH
718
Freestone Capital Holdings
Washington
$819 +$464K +14,102 +93%
TI
719
tru Independence
Oregon
$410
PCM
720
Palestra Capital Management
New York
-$117M -3,929,765 Closed
LPC
721
Lone Pine Capital
Connecticut
-$91.7M -3,084,950 Closed
Balyasny Asset Management
722
Balyasny Asset Management
Illinois
-$79.6M -2,419,845 Closed
VM
723
Valinor Management
New York
-$71.4M -2,401,135 Closed
HAM
724
Honeycomb Asset Management
New York
-$49.1M -1,652,126 Closed
Teacher Retirement System of Texas
725
Teacher Retirement System of Texas
Texas
-$45.8M -1,538,396 Closed

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.