We are live on ! Find out more

220 hedge funds and large institutions have $3.1B invested in Yelp in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 52 increasing their positions, 90 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $212M | Put options by funds: $126M

39% more capital invested

Capital invested by funds: $2.23B → $3.1B (+$871M)

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

5% more funds holding

Funds holding: 210220 (+10)

4.84% less ownership

Funds ownership: 92.61%87.77% (-4.8%)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

42% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 90

Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
5.48%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.35%
New
52
Increased
52
Reduced
90
Closed
40
Calls
$212M
Puts
$126M
Net Calls
+$85.3M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$274M +$15M +389,001 +7%
BlackRock
2
BlackRock
New York
$217M -$8.5M -220,274 -4%
PGP
3
Prescott General Partners
Florida
$167M
Allianz Asset Management
4
Allianz Asset Management
Germany
$127M -$29.5M -764,816 -21%
Fisher Asset Management
5
Fisher Asset Management
Washington
$125M +$16.8M +434,574 +18%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$113M +$93.8M +2,430,390 +1,275%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$109M +$43.5M +1,127,799 +81%
EAM
8
EastBay Asset Management
New York
$107M -$64.6M -1,673,353 -40%
SMDAM
9
Sumitomo Mitsui DS Asset Management
Japan
$103M -$28M -726,260 -23%
JSP
10
Jackson Square Partners
California
$89.7M +$17.7K +459 +0%
EC
11
Eminence Capital
New York
$87.4M +$77.9M +2,019,169 New
SCA
12
Southpoint Capital Advisors
New York
$86.6M -$7.72M -200,000 -9%
SEP
13
Soma Equity Partners
California
$83.3M +$5.79M +150,000 +8%
CCM
14
Criterion Capital Management
California
$83.1M -$7.74M -200,586 -9%
State Street
15
State Street
Massachusetts
$63.2M -$695K -18,020 -1%
FCP
16
Fine Capital Partners
New York
$59.1M +$10.4M +270,500 +25%
JCAM
17
Jericho Capital Asset Management
New York
$57.8M +$51.4M +1,333,725 New
Morgan Stanley
18
Morgan Stanley
New York
$48M -$29.1M -753,957 -40%
Goldman Sachs
19
Goldman Sachs
New York
$46.4M -$8.85M -229,293 -18%
ACM
20
Altimeter Capital Management
Massachusetts
$44.6M +$30.8M +798,115 +345%
Northern Trust
21
Northern Trust
Illinois
$42.7M +$643K +16,666 +2%
SI
22
SQN Investors
California
$40.7M -$3.85M -99,700 -10%
TA
23
Teachers Advisors
New York
$33.6M +$10.4M +269,936 +53%
Norges Bank
24
Norges Bank
Norway
$33.5M +$1.25M +32,383 +4%
O
25
OppenheimerFunds
New York
$33.4M +$11.5M +298,896 +63%

YELP Hedge Fund Activity: Q3 2017 in Review

220 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q3 2017, worth a combined $3.1B — up 39% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new YELP positions and 40 closed out — a net gain of 12 holders — while 52 added to existing stakes and 90 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $93.8M. The largest seller was First Trust Advisors, cutting an estimated $74.2M.

  • 220 institutional investors held Yelp (YELP) as of Q3 2017, up from 210 in Q2 2017.
  • Funds reported $3.1B of Yelp stock for Q3 2017, up 39% quarter-over-quarter.
  • 52 funds opened new Yelp positions in Q3 2017 and 40 closed out, a net change of +12 holders.
  • The largest Yelp buyer in Q3 2017 was William Blair Investment Management, an estimated $93.8M added.
  • The largest Yelp seller in Q3 2017 was First Trust Advisors, an estimated $74.2M sold.

Based on aggregated 13F filings for Q3 2017.