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Uber
UBER

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: 63 → 76 (+13)

13% more funds holding

Funds holding: 647 → 728 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$817M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$761M
3
Jennison Associates
Jennison Associates
New York
+$708M
4
Sands Capital Management
Sands Capital Management
Virginia
+$689M
5
JSP
Jackson Square Partners
California
+$371M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$503M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$390M
3
Tiger Global Management
Tiger Global Management
New York
-$383M
4
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$318M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$278M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
851
Fortis Advisors
Pennsylvania
– -$4K -136 Closed
GAM
852
Gemmer Asset Management
California
– -$4K -125 Closed
CWA
853
Capital Wealth Alliance
Arizona
– -$4K -100 Closed
HR
854
Howe & Rusling
New York
– -$3.29K -100 -87%
SL
855
Savior LLC
Massachusetts
– -$3K -100 Closed
BHWM
856
Bay Harbor Wealth Management
Maryland
– -$2.67K -81 -94%
FPS
857
Fieldpoint Private Securities
Connecticut
– -$1K -25 Closed
HCA
858
Horan Capital Advisors
Ohio
– -$1K -25 Closed
HI
859
Human Investing
Oregon
– -$230 -7 -88%
WOC
860
West Oak Capital
California
– +$132 +4 New
PO
861
Private Ocean
California
– +$230 +7 +28%
FPFS
862
First Personal Financial Services
North Carolina
– +$263 +8 New
GWS
863
Glassman Wealth Services
Virginia
– +$263 +8 +200%
SAM
864
Sycomore Asset Management
France
– +$3.95M +120,000 New
31 32 33 34
35

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.