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Yelp
YELP

209 hedge funds and large institutions have $3.74B invested in Yelp in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 54

57% more call options, than puts

Call options by funds: $315M | Put options by funds: $201M

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

20% more capital invested

Capital invested by funds: $3.1B → $3.74B (+$631M)

3% more funds holding

Funds holding: 203 → 209 (+6)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

24.2% less ownership

Funds ownership: 118.91% → 94.71% (-24%)

Holders
209
Holders Change
+6
Holders Change %
+2.96%
% of All Funds
6.07%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
50
Increased
95
Reduced
54
Closed
41
Calls
$315M
Puts
$201M
Net Calls
+$114M
Net Calls Change
-$22.1M

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$182M
2
BA
BlackRock Advisors
Delaware
+$82.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$74.2M
4
CCI
Columbus Circle Investors
+$71.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$67.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$80M
2
SCM
Steadfast Capital Management
New York
-$74.5M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$41.9M
4
Ameriprise
Ameriprise
Minnesota
-$36.8M
5
Deutsche Bank
Deutsche Bank
Germany
-$27.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
226
Partner Investment Management
California
– -$2.39M -36,128 Closed
Invesco
227
Invesco
Georgia
– -$1.45M -21,917 Closed
SM
228
Seminole Management
New York
– -$1.4M -21,100 Closed
WAM
229
Wolverine Asset Management
Illinois
– -$1.36M -20,474 Closed
ProShare Advisors
230
ProShare Advisors
Maryland
– -$1.24M -18,803 Closed
LCG
231
Lisanti Capital Growth
New York
– -$921K -13,915 Closed
PGCM
232
Prescott Group Capital Management
Oklahoma
– -$860K -13,000 Closed
FAM
233
Fortaleza Asset Management
Illinois
– -$785K -11,867 Closed
SIC
234
Salem Investment Counselors
North Carolina
– -$774K -11,690 Closed
SFM
235
Soros Fund Management
New York
– -$662K -10,000 Closed
MAM
236
Mark Asset Management
New York
– -$604K -9,126 Closed
SG Americas Securities
237
SG Americas Securities
New York
– -$551K -8,319 Closed
Verition Fund Management
238
Verition Fund Management
Connecticut
– -$494K -7,465 Closed
FAAS
239
First Allied Advisory Services
California
– -$385K -5,787 Closed
ACM
240
Alpha Capital Management
Texas
– -$313K -4,727 Closed
COPPSERS
241
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$271K -4,095 Closed
OAM
242
Orinda Asset Management
California
– -$258K -3,900 Closed
IC
243
Iconiq Capital
California
– -$211K -3,187 Closed
FM
244
Forward Management
California
– -$191K -3,000 Closed
QT
245
Quantbot Technologies
New York
– -$171K -2,597 Closed
BJ
246
BlackRock Japan
Japan
– -$128K -1,935 Closed
RNS
247
Robert N. Shapiro
– -$56K -842 Closed
PFO
248
Pathstone Family Office
New Jersey
– -$41K -609 Closed
WA
249
WFG Advisors
Texas
– -$3K -50 Closed
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -28 Closed
6 7 8 9
10

YELP Hedge Fund Activity: Q4 2013 in Review

209 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q4 2013, worth a combined $3.74B — up 20% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new YELP positions and 41 closed out — a net gain of 9 holders — while 95 added to existing stakes and 54 trimmed.

The largest buyer was UBS AM, adding an estimated $182M. The largest seller was Fidelity Investments, cutting an estimated $80M.

  • 209 institutional investors held Yelp (YELP) as of Q4 2013, up from 203 in Q3 2013.
  • Funds reported $3.74B of Yelp stock for Q4 2013, up 20% quarter-over-quarter.
  • 50 funds opened new Yelp positions in Q4 2013 and 41 closed out, a net change of +9 holders.
  • The largest Yelp buyer in Q4 2013 was UBS AM, an estimated $182M added.
  • The largest Yelp seller in Q4 2013 was Fidelity Investments, an estimated $80M sold.

Based on aggregated 13F filings for Q4 2013.