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239 hedge funds and large institutions have $2.69B invested in Yelp in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 90 increasing their positions, 60 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 60

4.63% more ownership

Funds ownership: 90.77%95.4% (+4.6%)

2% more funds holding

Funds holding: 234239 (+5)

10% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 63

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

28% less capital invested

Capital invested by funds: $3.73B → $2.69B (-$1.05B)

48% less call options, than puts

Call options by funds: $142M | Put options by funds: $273M

Holders
239
Holders Change
+5
Holders Change %
+2.14%
% of All Funds
5.33%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
69
Increased
90
Reduced
60
Closed
63
Calls
$142M
Puts
$273M
Net Calls
-$131M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
276
Wealthstreet Investment Advisors
Texas
-$319K -6,485 Closed
FIA
277
FNY Investment Advisers
New York
-$295K -6,000 Closed
TRCT
278
Tower Research Capital (TRC)
New York
-$294K -5,974 Closed
CSS
279
Cubist Systematic Strategies
Connecticut
-$289K -5,873 Closed
Calamos Advisors
280
Calamos Advisors
Illinois
-$289K -5,870 Closed
WS
281
Wedbush Securities
California
-$254K -5,171 Closed
HIMCH
282
Hartford Investment Management Co (HIMCO)
Connecticut
-$232K -4,720 Closed
II
283
Ibex Investors
Colorado
-$206K -4,179 Closed
Acadian Asset Management
284
Acadian Asset Management
Massachusetts
-$88K -1,797 Closed
HIIFS
285
Harel Insurance Investments & Financial Services
Israel
-$87K -1,770 Closed
IA
286
IFP Advisors
Florida
-$48.3K -1,264 -99%
JIM
287
Jupiter Investment Management
United Kingdom
-$54K -1,115 Closed
Lazard Asset Management
288
Lazard Asset Management
New York
-$37K -762 Closed
PCM
289
Penserra Capital Management
California
-$27K -556 Closed
MYIA
290
Mount Yale Investment Advisors
Colorado
-$24K -525 Closed
MAM
291
Meeder Asset Management
Ohio
-$21K -434 Closed
RE
292
RBC Europe
United Kingdom
-$18.4K -375 Closed
SWP
293
Stratos Wealth Partners
Ohio
-$17K -343 Closed
Loomis, Sayles & Company
294
Loomis, Sayles & Company
Massachusetts
-$13K -257 Closed
Financial Engines Advisors
295
Financial Engines Advisors
California
-$6K -126 Closed
PWAG
296
Polaris Wealth Advisory Group
California
-$5K -100 Closed
OWA
297
One Wealth Advisors
California
-$3K -60 Closed
VFA
298
Valeo Financial Advisors
Indiana
-$1K -34 Closed
WSTAM
299
Wilbanks Smith & Thomas Asset Management
Virginia
-$1K -24 Closed
SFSIG
300
San Francisco Sentry Investment Group
California
+$535 +14 New

YELP Hedge Fund Activity: Q4 2018 in Review

239 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q4 2018, worth a combined $2.69B — down 28% from $3.73B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new YELP positions and 63 closed out — a net gain of 6 holders — while 90 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Millennium Management, cutting an estimated $79.6M.

  • 239 institutional investors held Yelp (YELP) as of Q4 2018, up from 234 in Q3 2018.
  • Funds reported $2.69B of Yelp stock for Q4 2018, down 28% quarter-over-quarter.
  • 69 funds opened new Yelp positions in Q4 2018 and 63 closed out, a net change of +6 holders.
  • The largest Yelp buyer in Q4 2018 was BlackRock, an estimated $118M added.
  • The largest Yelp seller in Q4 2018 was Millennium Management, an estimated $79.6M sold.

Based on aggregated 13F filings for Q4 2018.