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Yelp
YELP

Overview Fund Activity

226 hedge funds and large institutions have $3B invested in Yelp in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 85 increasing their positions, 68 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
6.03%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
55
Increased
85
Reduced
68
Closed
57
Calls
$171M
Puts
$266M
Net Calls
-$95.2M
Net Calls Change
-$69.5M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$315M
2
Macquarie Group
2
Macquarie Group
Australia
$132M
3
CCM
3
Cornerstone Capital Management
Minnesota
$65.8M
4
EAM
4
Eagle Asset Management
Florida
$56M
5
AC
5
Apex Capital
California
$50.3M

Top Sellers

1
CIA
1
Caledonia Investments (Australia)
Australia
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$29.1M
3
Wells Fargo
3
Wells Fargo
California
$15.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$245M
5
American Century Companies
5
American Century Companies
Missouri
$53.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
Apriem Advisors
California
$36K – – –
AIM
202
Advantage Investment Management
Iowa
$31K +$14.3K +300 +86%
LTFS
203
Ladenburg Thalmann Financial Services
Florida
$18K -$37.2K -790 -67%
IWM
204
Integrated Wealth Management
California
$15K +$15K +330 New
WAM
205
Wolverine Asset Management
Illinois
$14K -$433K -9,274 -97%
LWCFA
206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K +$13K +280 New
TDC
207
Thompson Davis & Co
Virginia
$12K +$6K +125 +100%
FNBT
208
FineMark National Bank & Trust
Florida
$10K -$7.32K -158 -42%
GWM
209
Gupta Wealth Management
California
$8K +$8K +160 New
OIA
210
Optimum Investment Advisors
Illinois
$6K – – –
AH
211
Achievement Holdings
Illinois
$5.21K +$5.21K +110,000 New
MFS
212
MSI Financial Services
Massachusetts
$5K -$1.2K -24 -19%
IMS
213
Index Management Solutions
Pennsylvania
$5K +$5K +116 New
CHP
214
Cable Hill Partners
Oregon
$5K +$5K +119 New
ASN
215
Advisory Services Network
Georgia
$4K +$1.33K +25 +50%
WCM
216
Wealthcare Capital Management
Virginia
$4K +$4K +75 New
CCM
217
Cupps Capital Management
Illinois
$3K -$44K -1,172 -94%
RIA
218
Regal Investment Advisors
Michigan
$2K -$12K -300 -86%
EFSCE
219
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$270 -5 -12%
RFA
220
Reilly Financial Advisors
California
$2K +$2K +35 New
1832 Asset Management
221
1832 Asset Management
Ontario, Canada
$2K +$2K +50 New
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$1.8K – – –
AWS
223
Aris Wealth Services
Pennsylvania
$1K +$1K +14 New
Manulife (Manufacturers Life Insurance)
224
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95 – – –
CIA
225
Caledonia Investments (Australia)
Australia
– -$114M -2,088,808 Closed
7 8
9
10 11