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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
CM
826
Capula Management
Cayman Islands
-$138K -4,655 Closed
ACM
827
Allred Capital Management
Texas
-$87.1K -2,928 Closed
CLCM
828
Crawford Lake Capital Management
New Jersey
-$74K -2,500 Closed
JT
829
Jump Trading
Illinois
-$68K -2,287 Closed
SIC
830
Samalin Investment Counsel
New York
-$60K -2,049 Closed
PA
831
PSI Advisors
Florida
-$50K -1,685 Closed
RIA
832
Realta Investment Advisors
Delaware
-$42K -1,414 Closed
Chevy Chase Trust
833
Chevy Chase Trust
Maryland
-$37K -1,228 Closed
IWA
834
Intercontinental Wealth Advisors
Texas
-$41K -1,120 Closed
KWM
835
Keebeck Wealth Management
Illinois
-$29K -1,000 Closed
CB
836
CNB Bank
Pennsylvania
-$18.7K -568 -98%
HWM
837
Howard Wealth Management
Connecticut
-$16K -545 Closed
MCM
838
MV Capital Management
Maryland
-$15K -500 Closed
PCIA
839
Prime Capital Investment Advisors
Kansas
-$12K -400 Closed
TCWM
840
Total Clarity Wealth Management
Illinois
-$11K -379 Closed
AP
841
Americana Partners
Texas
-$10K -350 Closed
TC
842
TownSquare Capital
Utah
-$10K -334 Closed
HGWM
843
Harvest Group Wealth Management
Massachusetts
-$8K -300 Closed
OC
844
Oakworth Capital
Alabama
-$10K -300 Closed
SCA
845
Stuart Chaussee & Associates
California
-$7K -230 Closed
AA
846
Advisory Alpha
Michigan
-$6.83K -200 Closed
CFD
847
Creative Financial Designs
Indiana
-$6K -200 Closed
SWM
848
Sugarloaf Wealth Management
Georgia
-$6K -185 Closed
IWP
849
IAG Wealth Partners
Wisconsin
-$5K -152 Closed
HF
850
Halpern Financial
Virginia
-$4.46K -150 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.