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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
KJHP
801
K.J. Harrison & Partners
Ontario, Canada
-$446K -15,000 Closed
WWM
802
WT Wealth Management
Arizona
-$438K -14,743 Closed
OFG
803
OTA Financial Group
New York
-$436K -14,663 Closed
HT
804
HighTower Trust
Texas
-$389K -13,090 Closed
DA
805
DSC Advisors
Illinois
-$364K -12,240 Closed
VCM
806
Virtue Capital Management
Tennessee
-$362K -12,172 Closed
FIM
807
Frontier Investment Management
Texas
-$360K -12,112 Closed
KA
808
Kovack Advisors
Florida
-$344K -11,555 Closed
GCA
809
Gideon Capital Advisors
New York
-$343K -11,528 Closed
LP
810
LGL Partners
Pennsylvania
-$330K -11,080 Closed
MFG
811
Magnus Financial Group
New York
-$309K -10,393 Closed
IC
812
Intersect Capital
California
-$300K -10,104 Closed
RFC
813
Regions Financial Corp
Alabama
-$287K -9,641 Closed
MC
814
Machina Capital
France
-$284K -9,561 Closed
BRC
815
Bell Rock Capital
Delaware
-$284K -9,556 Closed
TC
816
Tatro Capital
Kentucky
-$231K -7,767 Closed
FWM
817
Frontier Wealth Management
Missouri
-$216K -7,264 Closed
SS
818
Simplicity Solutions
Minnesota
-$212K -7,132 Closed
BPC
819
Banque Pictet & Cie
Switzerland
-$206K -6,937 Closed
PNAA
820
Pictet North America Advisors
Switzerland
-$206K -6,937 Closed
TSS
821
Two Sigma Securities
New York
-$226K -6,873 Closed
CAG
822
Crestwood Advisors Group
Massachusetts
-$201K -6,764 Closed
AAM
823
Advisors Asset Management
Colorado
-$159K -5,352 Closed
SC
824
Skylands Capital
Wisconsin
-$149K -5,000 Closed
PHK
825
Point72 Hong Kong
Hong Kong
-$147K -4,936 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.