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220 hedge funds and large institutions have $3.1B invested in Yelp in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 52 increasing their positions, 90 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $212M | Put options by funds: $126M

39% more capital invested

Capital invested by funds: $2.23B → $3.1B (+$871M)

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

5% more funds holding

Funds holding: 210220 (+10)

4.84% less ownership

Funds ownership: 92.61%87.77% (-4.8%)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

42% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 90

Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
5.48%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.35%
New
52
Increased
52
Reduced
90
Closed
40
Calls
$212M
Puts
$126M
Net Calls
+$85.3M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$644K +$52.5K +1,361 +10%
Daiwa Securities Group
152
Daiwa Securities Group
Japan
$643K -$8.39M -217,612 -94%
T. Rowe Price Associates
153
T. Rowe Price Associates
Maryland
$633K
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$616K
Principal Financial Group
155
Principal Financial Group
Iowa
$607K +$124K +3,204 +30%
Pacer Advisors
156
Pacer Advisors
Pennsylvania
$571K +$509K +13,195 New
Canada Pension Plan Investment Board
157
Canada Pension Plan Investment Board
Ontario, Canada
$563K -$4.33M -112,200 -90%
BA
158
Boston Advisors
Massachusetts
$539K -$113K -2,940 -19%
SG Americas Securities
159
SG Americas Securities
New York
$524K +$467K +12,098 New
NSEDCP
160
NJ State Employees Deferred Compensation Plan
New Jersey
$520K -$1.08M -28,000 -70%
SFM
161
Soros Fund Management
New York
$476K -$30.9K -800 -7%
Two Sigma Advisers
162
Two Sigma Advisers
New York
$474K +$423K +10,953 New
P8IP
163
Pier 88 Investment Partners
California
$471K -$258K -6,700 -38%
Prudential Financial
164
Prudential Financial
New Jersey
$465K +$94.5K +2,450 +30%
FRM
165
Fox Run Management
Connecticut
$455K +$405K +10,500 New
SCA
166
Secor Capital Advisors
New York
$449K +$400K +10,359 New
W
167
Wealthfront
California
$439K -$167K -4,325 -30%
AB
168
Amalgamated Bank
New York
$428K -$4.13K -107 -1%
SM
169
Sciencast Management
New Jersey
$422K +$353K +9,154 New
AG
170
Aperio Group
California
$418K +$32.9K +853 +10%
LPL Financial
171
LPL Financial
California
$408K -$28.3K -734 -7%
SO
172
STRS Ohio
Ohio
$407K +$224K +5,800 +161%
OC
173
Oppenheimer & Co
New York
$403K +$7.33K +190 +2%
RCM
174
Radnor Capital Management
Pennsylvania
$376K
SIP
175
Stoneridge Investment Partners
Pennsylvania
$374K -$162K -4,191 -33%

YELP Hedge Fund Activity: Q3 2017 in Review

220 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q3 2017, worth a combined $3.1B — up 39% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new YELP positions and 40 closed out — a net gain of 12 holders — while 52 added to existing stakes and 90 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $93.8M. The largest seller was First Trust Advisors, cutting an estimated $74.2M.

  • 220 institutional investors held Yelp (YELP) as of Q3 2017, up from 210 in Q2 2017.
  • Funds reported $3.1B of Yelp stock for Q3 2017, up 39% quarter-over-quarter.
  • 52 funds opened new Yelp positions in Q3 2017 and 40 closed out, a net change of +12 holders.
  • The largest Yelp buyer in Q3 2017 was William Blair Investment Management, an estimated $93.8M added.
  • The largest Yelp seller in Q3 2017 was First Trust Advisors, an estimated $74.2M sold.

Based on aggregated 13F filings for Q3 2017.