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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
ASP
201
Adams Street Partners
Illinois
$5.7M +$4.52M +137,235 +205%
LC
202
Lunia Capital
Texas
$5.68M +$6.7M +203,485 New
EGA
203
Eagle Global Advisors
Texas
$5.66M +$93.5K +2,841 +1%
RJFSA
204
Raymond James Financial Services Advisors
Florida
$5.61M +$2.6M +79,099 +65%
PGM
205
Parian Global Management
New York
$5.58M -$2.81M -85,500 -30%
Osaic Holdings
206
Osaic Holdings
Arizona
$5.49M +$11.1M +337,665 New
MCM
207
Marsico Capital Management
Colorado
$5.48M +$6.46M +196,289 New
CA
208
Commerzbank Aktiengesellschaft
Germany
$5.45M -$16.3M -495,337 -72%
CFM
209
Comprehensive Financial Management
California
$5.39M +$6.36M +193,132 New
TLCM
210
Tiger Legatus Capital Management
New York
$5.3M +$5.84M +177,500 New
GAM
211
Greenwoods Asset Management
Cayman Islands
$5.28M +$6.23M +189,250 New
JMPWA
212
JP Morgan Private Wealth Advisors
California
$5.18M +$2.03M +61,726 +50%
OCM
213
Ogborne Capital Management
California
$5.16M +$6.08M +184,861 New
DCM
214
Dimension Capital Management
Florida
$5.14M +$255K +7,738 +4%
CCI
215
Columbus Circle Investors
$5.14M +$6.06M +184,100 New
URS
216
Utah Retirement Systems
Utah
$5.04M +$4.63M +140,700 +352%
Bank of Nova Scotia
217
Bank of Nova Scotia
Ontario, Canada
$4.99M +$5.88M +178,803 New
HCM
218
Hodges Capital Management
Texas
$4.83M +$5.69M +172,804 New
Allianz Asset Management
219
Allianz Asset Management
Germany
$4.69M -$44.9M -1,363,997 -89%
KCM
220
Kornitzer Capital Management
Kansas
$4.69M +$5.53M +167,900 New
RCM
221
Rockshelter Capital Management
Pennsylvania
$4.67M +$1.77M +53,652 +47%
AAF
222
Andra AP-fonden
Sweden
$4.67M +$1.7M +51,600 +45%
Prudential Financial
223
Prudential Financial
New Jersey
$4.56M -$1.32M -39,962 -20%
MML Investors Services
224
MML Investors Services
Massachusetts
$4.51M +$1.63M +49,529 +44%
SG Americas Securities
225
SG Americas Securities
New York
$4.43M +$4.55M +138,319 +678%

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.