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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
PI
151
Putnam Investments
Massachusetts
$10.7M +$2.63M +79,800 +26%
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$10.5M +$12.4M +377,253 New
FPCP
153
Fort Point Capital Partners
California
$10.5M +$11.7M +354,987 +1,733%
LCG
154
Luxor Capital Group
New York
$10.3M +$12.1M +368,190 New
FG
155
Formula Growth
Quebec, Canada
$9.75M -$24.1M -730,865 -68%
BC
156
Burleson & Co
California
$9.71M +$6.43M +195,307 +194%
JHCM
157
Juniper Hill Capital Management
California
$9.68M +$2.85M +86,625 +33%
CGI
158
Calixto Global Investors
Florida
$9.61M +$6.56M +199,500 +138%
HP
159
Hosking Partners
United Kingdom
$9.6M +$2.92M +88,764 +35%
HLAM
160
Hidden Lake Asset Management
New York
$9.57M +$11.3M +342,944 New
Mitsubishi UFJ Trust & Banking
161
Mitsubishi UFJ Trust & Banking
Japan
$9.32M +$6.5M +197,584 +145%
Aviva
162
Aviva
United Kingdom
$9.3M +$88.2K +2,680 +0.8%
Truist Financial
163
Truist Financial
North Carolina
$9.23M +$5.29M +160,664 +95%
TG
164
TCW Group
California
$8.8M +$10.4M +315,228 New
LPL Financial
165
LPL Financial
California
$8.74M +$2.13M +64,710 +26%
QCI
166
Quaker Capital Investments
Pennsylvania
$8.72M +$10.3M +312,500 New
SFWC
167
Strategic Family Wealth Counselors
New Jersey
$8.6M +$10.1M +307,915 New
CG
168
Cutler Group
California
$8.46M -$976K -29,648 -9%
RA
169
Rovida Advisors
Florida
$8.37M -$9.87M -300,000 -50%
MMC
170
Mizuho Markets Cayman
Cayman Islands
$8.28M +$7.68M +233,323 +369%
PCM
171
Penserra Capital Management
California
$8.21M +$597K +18,147 +8%
Neuberger Berman Group
172
Neuberger Berman Group
New York
$8.18M +$2.07M +62,778 +27%
KIP
173
Kayak Investment Partners
California
$7.84M +$9.24M +280,801 New
NCL
174
Nishkama Capital LLC
Puerto Rico
$7.68M -$229K -6,969 -2%
AQR Capital Management
175
AQR Capital Management
Connecticut
$7.61M +$8.97M +272,576 New

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.