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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
BAWC
101
Black-and-white Capital
California
$26.5M +$31.3M +950,000 New
Charles Schwab
102
Charles Schwab
California
$26.2M +$2.07M +62,936 +7%
PCM
103
Peregrine Capital Management
Minnesota
$25.9M +$30.5M +926,512 New
IVMX
104
Institutional Venture Management XIV
California
$25.1M
SIM
105
SRS Investment Management
New York
$25M -$68.7M -2,086,499 -70%
Flossbach Von Storch
106
Flossbach Von Storch
Germany
$24.7M -$27.7M -840,417 -49%
Walleye Trading
107
Walleye Trading
New York
$24.7M +$19.3M +587,925 +198%
HLA
108
Hamilton Lane Advisors
Pennsylvania
$24.3M -$2.69M -81,616 -9%
SPPAM
109
Summit Partners Public Asset Management
Massachusetts
$23.7M +$19.7M +600,000 +240%
KGA
110
KPCB GGF Associates
California
$21.4M -$8.43M -256,049 -25%
CHCM
111
Columbus Hill Capital Management
New Jersey
$20.7M -$22.6M -688,309 -48%
Group One Trading
112
Group One Trading
Illinois
$20.7M -$12.9M -392,084 -35%
TGM
113
Tenzing Global Management
California
$20.2M +$8.23M +250,000 +53%
PCA
114
Personal Capital Advisors
California
$20.2M +$22.9M +694,760 +5,043%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$20.1M +$10.3M +311,592 +76%
Stifel Financial
116
Stifel Financial
Missouri
$19.8M +$2.39M +72,515 +11%
RTM
117
Rizvi Traverse Management
Florida
$19.6M +$9.22M +280,323 +67%
PC
118
Polar Capital
United Kingdom
$19.5M -$51.2M -1,554,519 -69%
Simplex Trading
119
Simplex Trading
Illinois
$19.1M +$18.9M +573,585 +515%
DLA
120
Douglas Lane & Associates
New York
$18.6M +$20.7M +628,765 +1,625%
SEI Investments
121
SEI Investments
Pennsylvania
$18.6M +$18.5M +562,479 +542%
Nomura Holdings
122
Nomura Holdings
Japan
$18.5M +$5.23M +158,913 +34%
Kayne Anderson Rudnick Investment Management
123
Kayne Anderson Rudnick Investment Management
California
$18.3M +$897K +27,252 +4%
SAMH
124
Shanda Asset Management Holdings
British Virgin Islands
$17.8M +$18.3M +556,796 +696%
Parallax Volatility Advisers
125
Parallax Volatility Advisers
California
$17.1M +$5.41M +164,511 +37%

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.