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Yelp
YELP

262 hedge funds and large institutions have $2.29B invested in Yelp in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 27

41% more call options, than puts

Call options by funds: $74.9M | Put options by funds: $52.9M

4.44% more ownership

Funds ownership: 89.03% → 93.48% (+4.4%)

4% more funds holding

Funds holding: 251 → 262 (+11)

4% more capital invested

Capital invested by funds: $2.2B → $2.29B (+$88.3M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

30% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 105

Holders
262
Holders Change
+11
Holders Change %
+4.38%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
45
Increased
73
Reduced
105
Closed
27
Calls
$74.9M
Puts
$52.9M
Net Calls
+$21.9M
Net Calls Change
+$13.6M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$93.5M
2
RRAM
River Road Asset Management
Kentucky
+$50.6M
3
UBS AM
UBS AM
Illinois
+$26.8M
4
Morgan Stanley
Morgan Stanley
New York
+$12.4M
5
GLA
Great Lakes Advisors
Illinois
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$27.8M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$20.6M
3
SEP
Soma Equity Partners
California
-$17.4M
4
Millennium Management
Millennium Management
New York
-$16.2M
5
BlackRock
BlackRock
New York
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
251
Orion Portfolio Solutions
Nebraska
$2K +$1.97K +58 New
MF
252
Manchester Financial
California
$2K +$2.04K +60 New
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
HGWM
254
Harvest Group Wealth Management
Massachusetts
$1K – – –
S
255
SignatureFD
Georgia
$1K – – –
ZB
256
Zions Bancorporation
Utah
$1K – – –
HR
257
Howe & Rusling
New York
$1K +$747 +22 New
BCA
258
Berman Capital Advisors
Georgia
$1K +$1.15K +34 New
BAM
259
Bellevue Asset Management
Washington
$1K +$1.39K +41 New
AWA
260
Arkadios Wealth Advisors
Georgia
$183 +$170 +5 New
SEP
261
Soma Equity Partners
California
– -$17.4M -500,000 Closed
FWIA
262
Fort Washington Investment Advisors
Ohio
– -$12.2M -350,000 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
263
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$7.12M -205,000 Closed
MC
264
Maverick Capital
Texas
– -$5.29M -152,076 Closed
MCM
265
Maytus Capital Management
New York
– -$2.05M -59,000 Closed
JM
266
Jeneq Management
New York
– -$1.99M -57,222 Closed
UM
267
Ulysses Management
New York
– -$1.92M -55,239 Closed
FQ
268
First Quadrant
California
– -$1.49M -42,794 Closed
Neuberger Berman Group
269
Neuberger Berman Group
New York
– -$1.32M -37,925 Closed
AG
270
Algert Global
California
– -$934K -26,866 Closed
WCM Investment Management
271
WCM Investment Management
California
– -$769K -22,121 Closed
OAM
272
Oxford Asset Management
United Kingdom
– -$520K -14,963 Closed
RA
273
Rational Advisors
New York
– -$412K -11,870 Closed
AC
274
Athanor Capital
New York
– -$354K -10,200 Closed
FRM
275
Fox Run Management
Connecticut
– -$333K -9,584 Closed
8 9 10
11
12

YELP Hedge Fund Activity: Q4 2019 in Review

262 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q4 2019, worth a combined $2.29B — up 4% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new YELP positions and 27 closed out — a net gain of 18 holders — while 73 added to existing stakes and 105 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $93.5M. The largest seller was Allianz Asset Management, cutting an estimated $27.8M.

  • 262 institutional investors held Yelp (YELP) as of Q4 2019, up from 251 in Q3 2019.
  • Funds reported $2.29B of Yelp stock for Q4 2019, up 4% quarter-over-quarter.
  • 45 funds opened new Yelp positions in Q4 2019 and 27 closed out, a net change of +18 holders.
  • The largest Yelp buyer in Q4 2019 was Boston Partners, an estimated $93.5M added.
  • The largest Yelp seller in Q4 2019 was Allianz Asset Management, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2019.