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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
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$81.9M -$278M -8,457,707 -74%
HMC
52
Harvard Management Company
Massachusetts
$78.3M +$33.1M +1,005,199 +56%
Robeco Institutional Asset Management
53
Robeco Institutional Asset Management
Netherlands
$73.4M +$19.2M +584,435 +29%
BPIH
54
Broad Peak Investment Holdings
Singapore
$71.6M +$84.4M +2,565,374 New
KDA
55
KPCB DGF Associates
California
$67.5M -$26.5M -805,773 -25%
Geode Capital Management
56
Geode Capital Management
Massachusetts
$64.7M +$2.16M +65,620 +3%
LECM
57
Lead Edge Capital Management
New York
$63.8M -$12.2M -369,715 -14%
VCM
58
Valiant Capital Management
California
$59.9M -$79.7M -2,422,919 -53%
Franklin Resources
59
Franklin Resources
California
$59.8M +$32.9M +999,260 +88%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$59.4M -$5.52M -167,759 -7%
MF
61
Magnetar Financial
Illinois
$59M -$24.7M -749,615 -26%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$58.1M +$51.5M +1,564,745 +302%
Wells Fargo
63
Wells Fargo
California
$56.7M +$21.9M +666,205 +49%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$56.6M -$70.5M -2,141,017 -51%
SHCM
65
Sachem Head Capital Management
New York
$55.8M -$35.4M -1,075,000 -35%
LSCM
66
Light Street Capital Management
California
$54.5M -$7.61M -231,300 -11%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$54.3M -$594K -18,065 -0.9%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$53.2M +$38.3M +1,165,067 +157%
AAMU
69
Amundi Asset Management US
Massachusetts
$51.4M +$22.2M +673,381 +58%
WM
70
Wishbone Management
Illinois
$50.8M -$658K -20,000 -1%
Winslow Capital Management
71
Winslow Capital Management
Minnesota
$49.6M +$58.5M +1,777,256 New
Citigroup
72
Citigroup
New York
$48.3M -$33.3M -1,012,293 -37%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$46.4M -$203K -6,179 -0.4%
Swiss National Bank
74
Swiss National Bank
Switzerland
$46.2M +$35.1M +1,065,500 +181%
First Trust Advisors
75
First Trust Advisors
Illinois
$46M +$10.6M +321,589 +24%

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.