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Yelp
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236 hedge funds and large institutions have $4.55B invested in Yelp in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 82 increasing their positions, 72 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $3.98B → $4.55B (+$570M)

14% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 72

10.24% more ownership

Funds ownership: 86.98% → 97.21% (+10%)

5% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 75

2% less funds holding

Funds holding: 240 → 236 (-4)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

30% less call options, than puts

Call options by funds: $327M | Put options by funds: $463M

Holders
236
Holders Change
-4
Holders Change %
-1.67%
% of All Funds
6.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.34%
New
71
Increased
82
Reduced
72
Closed
75
Calls
$327M
Puts
$463M
Net Calls
-$137M
Net Calls Change
-$65.5M

Top Buyers

1
Invesco
Invesco
Georgia
+$242M
2
CIA
Caledonia Investments (Australia)
Australia
+$109M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$103M
4
TCM
Tybourne Capital Management
Hong Kong
+$98.1M
5
American Century Companies
American Century Companies
Missouri
+$91.2M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$103M
2
SI
Scout Investments
Missouri
-$83.3M
3
Macquarie Group
Macquarie Group
Australia
-$82.7M
4
Coatue Management
Coatue Management
New York
-$76.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$72.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$324M +$242M +3,711,651 +725%
Vanguard Group
2
Vanguard Group
Pennsylvania
$266M +$2.94M +45,253 +1%
JSP
3
Jackson Square Partners
California
$252M +$213M +3,280,729 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$230M +$103M +1,577,281 +111%
Wells Fargo
5
Wells Fargo
California
$195M +$68.7M +1,055,377 +71%
TCM
6
Tybourne Capital Management
Hong Kong
$186M +$98.1M +1,507,854 +163%
Allianz Asset Management
7
Allianz Asset Management
Germany
$161M -$72.9M -1,120,124 -35%
GGHC
8
Gilder Gagnon Howe & Co
New York
$159M -$1.34M -20,654 -1%
American Century Companies
9
American Century Companies
Missouri
$141M +$91.2M +1,401,956 +325%
AllianceBernstein
10
AllianceBernstein
Tennessee
$130M +$3.62M +55,682 +3%
CIA
11
Caledonia Investments (Australia)
Australia
$128M +$109M +1,675,289 New
BIT
12
BlackRock Institutional Trust
California
$104M -$4.5M -69,110 -5%
CCI
13
Columbus Circle Investors
$103M -$53.4M -820,045 -38%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$94.4M +$80.1M +1,231,657 New
Macquarie Group
15
Macquarie Group
Australia
$86.7M -$82.7M -1,270,495 -53%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$84.5M +$60.4M +928,473 +534%
Artisan Partners
17
Artisan Partners
Wisconsin
$80.9M +$68.7M +1,055,248 New
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$80.5M +$32.6M +501,691 +92%
ZCI
19
Zevenbergen Capital Investments
Washington
$70.2M +$1.51M +23,255 +3%
Franklin Resources
20
Franklin Resources
California
$68.8M +$12.6M +193,200 +27%
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$65.8M -$16.4M -252,600 -23%
Norges Bank
22
Norges Bank
Norway
$64.3M +$42M +645,440 +333%
MAA
23
Managed Account Advisors
New Jersey
$59M +$48.8M +749,557 +3,684%
JCMLC
24
JAT Capital Management LP (Connecticut)
Connecticut
$59M – – –
Fidelity Investments
25
Fidelity Investments
Massachusetts
$57.1M +$9.18M +141,053 +23%
1
2 3 4 5

YELP Hedge Fund Activity: Q2 2014 in Review

236 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q2 2014, worth a combined $4.55B — up 14% from $3.98B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of YELP and 71 opened new positions — a net loss of 4 holders — while 72 trimmed existing stakes and 82 added.

The largest buyer was Invesco, adding an estimated $242M. The largest seller was BlackRock Advisors, cutting an estimated $103M.

  • 236 institutional investors held Yelp (YELP) as of Q2 2014, down from 240 in Q1 2014.
  • Funds reported $4.55B of Yelp stock for Q2 2014, up 14% quarter-over-quarter.
  • 71 funds opened new Yelp positions in Q2 2014 and 75 closed out, a net change of -4 holders.
  • The largest Yelp buyer in Q2 2014 was Invesco, an estimated $242M added.
  • The largest Yelp seller in Q2 2014 was BlackRock Advisors, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2014.