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Yelp
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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
Citadel Advisors
126
Citadel Advisors
Florida
$1.55M -$7.55M -113,968 -83%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$1.54M +$1.18M +17,794 +391%
DLCIG
128
D.L. Carlson Investment Group
New Hampshire
$1.51M -$33.1K -500 -2%
AIG
129
American International Group
New York
$1.51M +$87.8K +1,326 +6%
ACM
130
Atika Capital Management
New York
$1.51M +$1.45M +21,850 New
SO
131
STRS Ohio
Ohio
$1.49M +$530K +8,000 +59%
MAA
132
Managed Account Advisors
New Jersey
$1.47M -$326K -4,931 -19%
EI
133
EAM Investors
California
$1.42M +$112K +1,689 +9%
GLRA
134
Gerald L. Ray & Associates
Texas
$1.38M +$1.33M +20,050 New
DT
135
Diversified Trust
Tennessee
$1.28M -$452K -6,830 -27%
ECML
136
Eagle Capital Management (Louisiana)
Louisiana
$1.23M +$1.18M +17,775 New
VOYA Investment Management
137
VOYA Investment Management
Georgia
$1.22M +$50.4K +761 +5%
LPL Financial
138
LPL Financial
California
$1.17M +$784K +11,835 +231%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$1.14M +$1.1M +16,570 New
DILH
140
Dai-ichi Life Holdings
Japan
$1.14M +$1.1M +16,538 New
PPA
141
Parametric Portfolio Associates
Washington
$1.12M +$36.7K +554 +4%
RC
142
RBF Capital
California
$1.1M – – –
Millennium Management
143
Millennium Management
New York
$1.04M -$1.78M -26,865 -64%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$977K +$83.3K +1,258 +10%
Dimensional Fund Advisors
145
Dimensional Fund Advisors
Texas
$818K +$518K +7,816 +191%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$808K +$705K +10,647 +990%
US Bancorp
147
US Bancorp
Minnesota
$606K +$242K +3,651 +71%
BCM
148
Bridgeway Capital Management
Texas
$565K -$13.2K -200 -2%
T. Rowe Price Associates
149
T. Rowe Price Associates
Maryland
$517K +$497K +7,500 New
ZIM
150
Zacks Investment Management
Illinois
$484K +$465K +7,020 New
4 5
6
7 8

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.