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Yelp
YELP

229 hedge funds and large institutions have $3.24B invested in Yelp in 2014 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

24% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 74

4% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 51

8% less call options, than puts

Call options by funds: $291M | Put options by funds: $317M

2.93% less ownership

Funds ownership: 97.67% → 94.74% (-2.9%)

3% less funds holding

Funds holding: 236 → 229 (-7)

21% less capital invested

Capital invested by funds: $4.11B → $3.24B (-$872M)

Holders
229
Holders Change
-7
Holders Change %
-2.97%
% of All Funds
6.11%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
49
Increased
92
Reduced
74
Closed
51
Calls
$291M
Puts
$317M
Net Calls
-$25.7M
Net Calls Change
+$122M

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$146M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
3
TCM
Tybourne Capital Management
Hong Kong
+$72.3M
4
Morgan Stanley
Morgan Stanley
New York
+$67.8M
5
CIA
Caledonia Investments (Australia)
Australia
+$41.7M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$223M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$91.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$79.3M
4
Artisan Partners
Artisan Partners
Wisconsin
-$75.6M
5
JCMLC
JAT Capital Management LP (Connecticut)
Connecticut
-$52.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRCM
76
Pine River Capital Management
Minnesota
$4.25M +$4.58M +77,555 New
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$3.99M -$39.7K -671 -0.9%
Millennium Management
78
Millennium Management
New York
$3.89M -$7.87M -133,216 -65%
Swiss National Bank
79
Swiss National Bank
Switzerland
$3.81M +$124K +2,100 +3%
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$3.71M +$3.1M +52,406 +339%
VCAM
81
Valentine Capital Asset Management
California
$3.4M -$881K -14,900 -19%
Voloridge Investment Management
82
Voloridge Investment Management
Florida
$3.38M +$3.65M +61,808 New
BLM
83
Bennett Lawrence Management
New York
$3.33M -$3.96M -67,020 -52%
Group One Trading
84
Group One Trading
Illinois
$3.25M +$1.68M +28,401 +92%
MTIM
85
Marathon Trading Investment Management
Pennsylvania
$3.16M +$1.5M +25,364 +78%
CA
86
Commerzbank Aktiengesellschaft
Germany
$3.14M +$1.12M +18,981 +50%
TRSOTSOK
87
Teachers Retirement System of the State of Kentucky
Kentucky
$3.05M +$902K +15,256 +38%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$2.87M – – –
RC
89
RBF Capital
California
$2.79M -$827K -14,000 -22%
DIA
90
Denver Investment Advisors
Colorado
$2.75M +$36.2K +613 +1%
BCM
91
Brightfield Capital Management
New York
$2.74M +$2.96M +50,000 New
FMT
92
First Mercantile Trust
Tennessee
$2.57M -$393K -6,645 -12%
LMIM
93
Lockheed Martin Investment Management
Maryland
$2.55M +$1.02M +17,320 +59%
EAM
94
EverPoint Asset Management
Connecticut
$2.46M -$296K -5,000 -10%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$2.34M -$375K -6,339 -13%
GLRA
96
Gerald L. Ray & Associates
Texas
$2.34M +$688K +11,647 +38%
SG Americas Securities
97
SG Americas Securities
New York
$2.33M +$2.15M +36,412 +600%
SPM
98
Symmetry Peak Management
Pennsylvania
$2.28M +$2.17M +36,700 +734%
Simplex Trading
99
Simplex Trading
Illinois
$2.21M +$2.39M +40,360 New
WCM
100
Westerly Capital Management
California
$2.19M +$2.36M +40,000 New
2 3
4
5 6

YELP Hedge Fund Activity: Q4 2014 in Review

229 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q4 2014, worth a combined $3.24B — down 21% from $4.11B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of YELP and 49 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 92 added.

The largest buyer was UBS AM, adding an estimated $146M. The largest seller was Invesco, cutting an estimated $223M.

  • 229 institutional investors held Yelp (YELP) as of Q4 2014, down from 236 in Q3 2014.
  • Funds reported $3.24B of Yelp stock for Q4 2014, down 21% quarter-over-quarter.
  • 49 funds opened new Yelp positions in Q4 2014 and 51 closed out, a net change of -2 holders.
  • The largest Yelp buyer in Q4 2014 was UBS AM, an estimated $146M added.
  • The largest Yelp seller in Q4 2014 was Invesco, an estimated $223M sold.

Based on aggregated 13F filings for Q4 2014.