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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$93.5M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$50.6M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$26.8M |
| 4 |
Morgan Stanley
New York
|
+$12.4M |
| 5 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$27.8M |
| 2 |
D.E. Shaw & Co
New York
|
-$20.6M |
| 3 |
SEP
Soma Equity Partners
San Francisco,
California
|
-$17.4M |
| 4 |
Millennium Management
New York
|
-$16.2M |
| 5 |
BlackRock
New York
|
-$13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JG
276
Jefferies Group
New York
| – | -$274K | -7,890 | Closed |
|
|
HF
277
HRT Financial
New York
| – | -$256K | -7,367 | Closed |
|
|
QT
278
Quantamental Technologies
White Plains,
New York
| – | -$235K | -6,753 | Closed |
|
|
BCM
279
BlueCrest Capital Management
St Helier,
Jersey
| – | -$206K | -5,914 | Closed |
|
|
NICM
280
Neo Ivy Capital Management
New York
| – | -$129K | -3,855 | Closed |
|
|
PFO
281
Pathstone Family Office
Englewood,
New Jersey
| – | -$32K | -935 | Closed |
|
|
BBHC
282
Brown Brothers Harriman & Co
New York
| – | -$17K | -500 | Closed |
|
|
AIL
283
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$5K | -130 | Closed |
|
|
JPLA
284
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$3K | -100 | Closed |
|
|
SF
285
Synovus Financial
Columbus,
Georgia
| – | -$3K | -93 | Closed |
|
286
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -27 | Closed |
|
|
LWM
287
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| – | +$339 | +10 | New |
|
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.