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242 hedge funds and large institutions have $2.63B invested in Yelp in 2015 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 107 increasing their positions, 56 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 56

47% more call options, than puts

Call options by funds: $641M | Put options by funds: $436M

43% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 46

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more funds holding

Funds holding: 226242 (+16)

3.55% less ownership

Funds ownership: 97.76%94.21% (-3.6%)

12% less capital invested

Capital invested by funds: $3B → $2.63B (-$361M)

Holders
242
Holders Change
+16
Holders Change %
+7.08%
% of All Funds
6.52%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.22%
New
66
Increased
107
Reduced
56
Closed
46
Calls
$641M
Puts
$436M
Net Calls
+$205M
Net Calls Change
+$300M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
201
Legal & General Group
United Kingdom
$105K +$24.3K +524 +27%
Teacher Retirement System of Texas
202
Teacher Retirement System of Texas
Texas
$105K +$25.1K +542 +29%
BRWM
203
B. Riley Wealth Management
Tennessee
$94K -$25.5K -550 -20%
AIG
204
American International Group
New York
$93.9K +$17.2K +370 +20%
WBC
205
Westpac Banking Corp
Australia
$88.7K -$131K -2,820 -58%
NCGI
206
Next Century Growth Investors
Minnesota
$80K +$86.3K +1,860 New
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$78K -$47.2K -1,018 -36%
BlackRock
208
BlackRock
New York
$76K +$12.1K +261 +17%
PAM
209
Panagora Asset Management
Massachusetts
$70K -$126K -2,720 -62%
CCS
210
Crosspoint Capital Strategies
California
$40K +$43.2K +932 New
AGM
211
Alpine Global Management
New York
$34K +$37.1K +800 New
SEC
212
Seven Eight Capital
New York
$30K +$32.5K +700 +70,000%
FNYS
213
First New York Securities
New York
$28K +$30.1K +650 New
GWM
214
Gupta Wealth Management
California
$22K +$16.2K +350 +219%
SF
215
Synovus Financial
Georgia
$22K +$23.2K +500 New
ECM
216
Element Capital Management
New York
$21.5K +$23.2K +500 New
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$16K +$1.21K +26 +7%
TDC
218
Thompson Davis & Co
Virginia
$16K +$5.8K +125 +50%
IWMPD
219
Integrated Wealth Management (Palm Desert)
California
$15K +$928 +20 +6%
AIM
220
Advantage Investment Management
Iowa
$13K -$16.2K -350 -54%
WA
221
WFG Advisors
Texas
$13K +$13.9K +300 New
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$12K -$186K -4,000 -93%
LWCFA
223
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K
CHP
224
Cable Hill Partners
Oregon
$6K
Bessemer Group
225
Bessemer Group
New Jersey
$5K +$5.52K +119 New

YELP Hedge Fund Activity: Q2 2015 in Review

242 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q2 2015, worth a combined $2.63B — down 12% from $3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new YELP positions and 46 closed out — a net gain of 20 holders — while 107 added to existing stakes and 56 trimmed.

The largest buyer was Eminence Capital, opening a new position worth an estimated $78.4M. The largest seller was Wellington Management Group, cutting an estimated $203M.

  • 242 institutional investors held Yelp (YELP) as of Q2 2015, up from 226 in Q1 2015.
  • Funds reported $2.63B of Yelp stock for Q2 2015, down 12% quarter-over-quarter.
  • 66 funds opened new Yelp positions in Q2 2015 and 46 closed out, a net change of +20 holders.
  • The largest Yelp buyer in Q2 2015 was Eminence Capital, an estimated $78.4M added.
  • The largest Yelp seller in Q2 2015 was Wellington Management Group, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2015.