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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
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$16.8M +$13M +396,163 +194%
AllianceBernstein
127
AllianceBernstein
Tennessee
$16.5M -$1.83M -55,556 -9%
O
128
Ossiam
France
$16.1M +$19M +576,000 New
AL
129
ACME LLC
California
$14.9M +$17.6M +535,167 New
BTP
130
Bloom Tree Partners
New York
$14.7M -$8.85M -268,975 -34%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.6M -$1.65M -50,029 -9%
SGM
132
Skye Global Management
Florida
$14.5M -$1.58M -48,000 -8%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$14.3M +$16.9M +512,206 New
D.E. Shaw & Co
134
D.E. Shaw & Co
New York
$14.2M -$8.44M -256,542 -34%
FAM
135
Fred Alger Management
New York
$14.1M -$19.2M -584,723 -54%
SAM
136
Scopus Asset Management
New York
$14M -$6.58M -200,000 -29%
HAM
137
Harber Asset Management
North Carolina
$13.9M +$16.4M +498,111 New
CI
138
Clal Insurance
Israel
$13.7M +$16.1M +490,000 New
Deutsche Bank
139
Deutsche Bank
Germany
$13.3M +$10.1M +306,731 +181%
UM
140
Ulysses Management
New York
$13.3M +$6.09M +185,000 +64%
VEPM
141
Vista Equity Partners Management
California
$13M +$15.3M +464,058 New
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$12.7M +$1.08M +32,830 +8%
BCPEMI
143
Bain Capital Public Equity Management II
Massachusetts
$12.6M
MPEM
144
Marathon Partners Equity Management
New York
$12.4M +$12.9M +392,500 +785%
SO
145
STRS Ohio
Ohio
$12.3M +$1.76M +53,419 +14%
WRF
146
Waddell & Reed Financial
Kansas
$12.2M +$14.4M +436,685 New
ECM
147
Evergreen Capital Management
Washington
$11.6M +$1.53M +46,422 +13%
AG
148
Artal Group
Luxembourg
$11.2M -$3.29M -100,000 -20%
PAMP
149
Polar Asset Management Partners
Ontario, Canada
$11.2M +$13.2M +400,000 New
Millennium Management
150
Millennium Management
New York
$10.8M -$54.9M -1,669,100 -81%

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.