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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: 203209 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1313 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
151
Financial Sense Advisors
California
$482K -$331K -5,000 -42%
SGH
152
Schonfeld Group Holdings
New York
$482K +$462K +6,985 New
GF
153
Gerstein Fisher
New York
$466K +$192K +2,905 +69%
Asset Management One
154
Asset Management One
Japan
$454K +$270K +4,083 +151%
Comerica Bank
155
Comerica Bank
Texas
$439K +$116K +1,753 +38%
Creative Planning
156
Creative Planning
Kansas
$414K +$152K +2,300 +62%
TAM
157
Tocqueville Asset Management
New York
$407K +$59.6K +900 +18%
OC
158
Oppenheimer & Co
New York
$400K -$126K -1,899 -25%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$355K +$87.4K +1,320 +34%
DCMA
160
Daiwa Capital Markets America
New York
$339K +$340K +5,140 New
Daiwa Securities Group
161
Daiwa Securities Group
Japan
$339K +$340K +5,140 New
Canada Life
162
Canada Life
Manitoba, Canada
$319K +$305K +4,600 New
CCM
163
Cadence Capital Management
Massachusetts
$301K -$145K -2,190 -33%
CA
164
Cetera Advisors
Colorado
$301K +$36.1K +545 +14%
GCP
165
GSA Capital Partners
United Kingdom
$281K +$270K +4,082 New
SPM
166
Symmetry Peak Management
Pennsylvania
$276K -$66.2K -1,000 -20%
ACI
167
AMP Capital Investors
Australia
$276K +$277K +4,180 New
IGIM
168
I.G. Investment Management
Manitoba, Canada
$272K +$83.8K +1,265 +47%
RCM
169
Reynolds Capital Management
Nevada
$262K +$13.2K +200 +6%
BPC
170
Banque Pictet & Cie
Switzerland
$259K +$248K +3,750 New
WBC
171
Westpac Banking Corp
Australia
$259K -$662 -10 -0.3%
AB
172
Amalgamated Bank
New York
$232K +$223K +3,363 New
SFSIG
173
San Francisco Sentry Investment Group
California
$214K
Prudential Financial
174
Prudential Financial
New Jersey
$208K +$199K +3,010 New
AAP
175
Ardsley Advisory Partners
Connecticut
$207K +$199K +3,000 New

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.