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Yelp
YELP

Overview Fund Activity

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
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

1
UBS AM
1
UBS AM
Illinois
$138M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$139M
3
TCM
3
Tybourne Capital Management
Hong Kong
$145M
4
Morgan Stanley
4
Morgan Stanley
New York
$75M
5
CIA
5
Caledonia Investments (Australia)
Australia
$114M

Top Sellers

1
Invesco
1
Invesco
Georgia
$14.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$355M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.66M
5
JCMLC
5
JAT Capital Management LP (Connecticut)
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
201
BlackRock
New York
$85K -$713K -12,969 -89%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$71K +$60.4K +1,111 +573%
CCM
203
Cupps Capital Management
Illinois
$68K -$15.5M -284,941 -100%
LTFS
204
Ladenburg Thalmann Financial Services
Florida
$62K +$1.75K +33 +3%
CCS
205
Crosspoint Capital Strategies
California
$62K +$59.5K +1,072 +2,382%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$59K – – –
AA
207
Apriem Advisors
California
$41K -$27.3K -500 -40%
LS
208
Lupo Securities
Illinois
$23.5K +$23.5K +429 New
NPC
209
National Planning Corporation
California
$20.9K +$20.9K +400 New
FNBT
210
FineMark National Bank & Trust
Florida
$20K +$481 +9 +2%
RIA
211
Regal Investment Advisors
Michigan
$19K +$5.43K +100 +40%
AIM
212
Advantage Investment Management
Iowa
$19K +$19K +350 New
FAM
213
Fred Alger Management
New York
$15K – – –
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$13K -$12K -219 -48%
Envestnet Asset Management
215
Envestnet Asset Management
Illinois
$12K +$4K +74 +50%
MOACM
216
Mutual of America Capital Management
New York
$11K – – –
NFG
217
Next Financial Group
Texas
$8K -$5.33K -100 -40%
PMFA
218
Plante Moran Financial Advisors
Michigan
$8K +$8K +150 New
MFS
219
MSI Financial Services
Massachusetts
$7K -$8.47K -150 -55%
OIA
220
Optimum Investment Advisors
Illinois
$7K +$4.2K +75 +150%
TDC
221
Thompson Davis & Co
Virginia
$7K +$7K +125 New
FHA
222
First Horizon Advisors
Tennessee
$4K -$8.46K -184 -68%
ASN
223
Advisory Services Network
Georgia
$3K +$3K +50 New
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$2.08K – – –
EFSCE
225
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$3.67K -77 -65%
7 8
9
10 11