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236 hedge funds and large institutions have $4.11B invested in Yelp in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0.46% more ownership

Funds ownership: 97.21%97.67% (+0.46%)

0% more funds holding

Funds holding: 236236 (0)

10% less capital invested

Capital invested by funds: $4.55B → $4.11B (-$435M)

35% less call options, than puts

Call options by funds: $269M | Put options by funds: $417M

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
236
Holders Change
Holders Change %
0%
% of All Funds
6.85%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.2%
New
44
Increased
90
Reduced
84
Closed
43
Calls
$269M
Puts
$417M
Net Calls
-$147M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$548M +$375M +5,028,708 +167%
Invesco
2
Invesco
Georgia
$276M -$13M -174,406 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$242M +$5.22M +69,993 +2%
JSP
4
Jackson Square Partners
California
$207M -$17.9M -240,799 -7%
Wells Fargo
5
Wells Fargo
California
$171M -$316K -4,238 -0.2%
Allianz Asset Management
6
Allianz Asset Management
Germany
$145M +$1.67M +22,435 +1%
American Century Companies
7
American Century Companies
Missouri
$143M +$20M +268,980 +15%
GGHC
8
Gilder Gagnon Howe & Co
New York
$99.5M -$46.2M -619,454 -30%
TCM
9
Tybourne Capital Management
Hong Kong
$97.7M -$74.4M -999,019 -41%
BIT
10
BlackRock Institutional Trust
California
$94.6M +$1.81M +24,297 +2%
CIA
11
Caledonia Investments (Australia)
Australia
$94.4M -$21.8M -292,676 -17%
AllianceBernstein
12
AllianceBernstein
Tennessee
$93.6M -$24.6M -330,043 -19%
CCI
13
Columbus Circle Investors
$86M -$6.1M -81,839 -6%
Artisan Partners
14
Artisan Partners
Wisconsin
$75.6M +$3.91M +52,487 +5%
Macquarie Group
15
Macquarie Group
Australia
$75.5M -$1.87M -25,119 -2%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$61.5M -$24.7M -330,965 -27%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$61.1M -$11.5M -154,465 -15%
Franklin Resources
18
Franklin Resources
California
$58.7M -$2.76M -37,080 -4%
U
19
UBS
Switzerland
$57M +$9.06M +121,620 +17%
ZCI
20
Zevenbergen Capital Investments
Washington
$55.1M -$8.03M -107,760 -12%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$53M +$2.41M +32,350 +4%
JCMLC
22
JAT Capital Management LP (Connecticut)
Connecticut
$52.5M
MAA
23
Managed Account Advisors
New Jersey
$46M -$7.19M -96,442 -13%
SI
24
Scout Investments
Missouri
$42.2M +$46.1M +618,308 New
FCM
25
Frontier Capital Management
Massachusetts
$41.4M +$9.37M +125,698 +26%

YELP Hedge Fund Activity: Q3 2014 in Review

236 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q3 2014, worth a combined $4.11B — down 9.6% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new YELP positions and 43 closed out — a net gain of 1 holder — while 90 added to existing stakes and 84 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $375M. The largest seller was Tybourne Capital Management, cutting an estimated $74.4M.

  • 236 institutional investors held Yelp (YELP) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $4.11B of Yelp stock for Q3 2014, down 9.6% quarter-over-quarter.
  • 44 funds opened new Yelp positions in Q3 2014 and 43 closed out, a net change of +1 holder.
  • The largest Yelp buyer in Q3 2014 was Wellington Management Group, an estimated $375M added.
  • The largest Yelp seller in Q3 2014 was Tybourne Capital Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q3 2014.