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239 hedge funds and large institutions have $2.69B invested in Yelp in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 90 increasing their positions, 60 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 60

4.63% more ownership

Funds ownership: 90.77%95.4% (+4.6%)

2% more funds holding

Funds holding: 234239 (+5)

10% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 63

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

28% less capital invested

Capital invested by funds: $3.73B → $2.69B (-$1.05B)

48% less call options, than puts

Call options by funds: $142M | Put options by funds: $273M

Holders
239
Holders Change
+5
Holders Change %
+2.14%
% of All Funds
5.33%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
69
Increased
90
Reduced
60
Closed
63
Calls
$142M
Puts
$273M
Net Calls
-$131M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
201
Pictet Asset Management (UK)
United Kingdom
$29.8K +$16.6M +435,497 +105%
LWCFA
202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K +$30.6K +800 New
GT
203
Glenmede Trust
Pennsylvania
$25.1K -$8.42M -220,253 -23%
JA
204
JOYN Advisors
Georgia
$22K +$21.1K +551 +716%
BCM
205
Brasada Capital Management
Texas
$21K -$191K -5,000 -89%
WEC
206
Winslow Evans & Crocker
Massachusetts
$18K
BCM
207
Bluefin Capital Management
New York
$17K -$898K -23,500 -98%
PFO
208
Pathstone Family Office
New Jersey
$17K
FHA
209
Flagship Harbor Advisors
Massachusetts
$16K
Fidelity Investments
210
Fidelity Investments
Massachusetts
$14K -$15.7M -409,740 -100%
BFEC
211
Benjamin F. Edwards & Company
Missouri
$14K -$10.5K -276 -42%
LC
212
Lindbrook Capital
California
$11K +$12.5K +326 New
AIL
213
AGF Investments LLC
Ontario, Canada
$9K +$2.52K +66 +35%
LFG
214
Larson Financial Group
Missouri
$9K +$9.55K +250 New
IFAM
215
Institutional & Family Asset Management
Colorado
$8K -$6.5K -170 -41%
QCG
216
Quadrant Capital Group
Ohio
$8K
AF
217
Allworth Financial
California
$7K
SWM
218
SeaCrest Wealth Management
New York
$7K
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$7K
FGC
220
Financial Gravity Companies
Texas
$7K +$6.69K +175 New
RCAG
221
Rehmann Capital Advisory Group
Michigan
$6.79K -$118K -3,087 -94%
MNBTD
222
Moody National Bank Trust Division
Texas
$6K +$6.15K +161 New
ASN
223
Advisory Services Network
Georgia
$5K
GAM
224
Gemmer Asset Management
California
$5K +$5.08K +133 New
EWM
225
Executive Wealth Management
Michigan
$5K +$5.5K +144 New

YELP Hedge Fund Activity: Q4 2018 in Review

239 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q4 2018, worth a combined $2.69B — down 28% from $3.73B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new YELP positions and 63 closed out — a net gain of 6 holders — while 90 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Millennium Management, cutting an estimated $79.6M.

  • 239 institutional investors held Yelp (YELP) as of Q4 2018, up from 234 in Q3 2018.
  • Funds reported $2.69B of Yelp stock for Q4 2018, down 28% quarter-over-quarter.
  • 69 funds opened new Yelp positions in Q4 2018 and 63 closed out, a net change of +6 holders.
  • The largest Yelp buyer in Q4 2018 was BlackRock, an estimated $118M added.
  • The largest Yelp seller in Q4 2018 was Millennium Management, an estimated $79.6M sold.

Based on aggregated 13F filings for Q4 2018.