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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
NPC
176
National Planning Corporation
California
$203K +$195K +2,950 New
MWNA
177
Marshall Wace North America
New York
$202K +$194K +2,936 New
JT
178
Jump Trading
Illinois
$157K +$150K +2,271 New
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$148K -$117K -1,765 -45%
PCM
180
Prelude Capital Management
New York
$131K +$126K +1,900 New
TRCT
181
Tower Research Capital (TRC)
New York
$120K -$146K -2,202 -56%
JG
182
Jefferies Group
New York
$93K -$13M -197,045 -99%
MFS
183
MSI Financial Services
Massachusetts
$89K +$24.6K +372 +41%
SAM
184
Solaris Asset Management
New York
$83K +$29.8K +450 +60%
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$76K +$3.31K +50 +5%
AA
186
Apriem Advisors
California
$41K +$19.9K +300 +100%
Envestnet Asset Management
187
Envestnet Asset Management
Illinois
$34K +$28.9K +436 +765%
MCM
188
Mazama Capital Management
Oregon
$30K -$2.65K -40 -8%
TCOV
189
Trust Company of Vermont
Vermont
$28K
FAM
190
Fred Alger Management
New York
$19K
NES
191
New England Securities
New York
$17K +$8.08K +122 +94%
HNB
192
Huntington National Bank
Ohio
$16K +$1.06K +16 +7%
FNBT
193
FineMark National Bank & Trust
Florida
$15K +$14K +211 New
GT
194
Glenmede Trust
Pennsylvania
$15K +$14.2K +215 +1,536%
PAS
195
Partnervest Advisory Services
California
$14K
RIA
196
Regal Investment Advisors
Michigan
$14K +$13.2K +200 New
DADC
197
D.A. Davidson & Co
Montana
$13K +$13.2K +200 New
PTC
198
Private Trust Company
Ohio
$12K +$11.6K +175 New
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$10K +$9.93K +150 New
WEC
200
Winslow Evans & Crocker
Massachusetts
$9K +$8.28K +125 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.