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253 hedge funds and large institutions have $2.27B invested in Yelp in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

18% more capital invested

Capital invested by funds: $1.92B → $2.27B (+$353M)

4% more funds holding

Funds holding: 244253 (+9)

1.88% more ownership

Funds ownership: 88.67%90.56% (+1.9%)

14% less call options, than puts

Call options by funds: $36.7M | Put options by funds: $42.9M

32% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 108

Holders
253
Holders Change
+9
Holders Change %
+3.69%
% of All Funds
3.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
41
Increased
73
Reduced
108
Closed
32
Calls
$36.7M
Puts
$42.9M
Net Calls
-$6.2M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$8.08K +$4.26K +132 +147%
QL
227
Quarry LP
New York
$8.05K +$7.13K +221 New
S
228
SignatureFD
Georgia
$7.54K -$2K -62 -23%
BIA
229
Bell Investment Advisors
California
$7.36K -$3.29K -102 -34%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$6.66K +$2.03K +63 +53%
EWA
231
EverSource Wealth Advisors
Alabama
$6.23K
PFBT
232
Parkside Financial Bank & Trust
Missouri
$5.83K
AFG
233
Albion Financial Group
Utah
$5.46K
RWM
234
Ruedi Wealth Management
Illinois
$4.88K -$290 -9 -6%
GWSG
235
GPS Wealth Strategies Group
Colorado
$4.55K
FHA
236
First Horizon Advisors
Tennessee
$4.15K
Barrow, Hanley, Mewhinney & Strauss
237
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.33K
GWS
238
Glassman Wealth Services
Virginia
$2.15K +$1.9K +59 New
VNA
239
Valley National Advisers
Pennsylvania
$2K
Bessemer Group
240
Bessemer Group
New Jersey
$2K +$1.81K +56 New
MRCM
241
M&R Capital Management
New Jersey
$1.97K
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$1.86K
GRP
243
Global Retirement Partners
California
$1.86K +$645 +20 +65%
JWA
244
JFS Wealth Advisors
Pennsylvania
$1.27K -$129 -4 -10%
CWC
245
Carolinas Wealth Consulting
North Carolina
$662 -$65 -2 -10%
2L
246
25 LLC
Missouri
$574 +$484 +15 New
AF
247
Advisornet Financial
Minnesota
$437 -$32 -1 -8%
AWM
248
Abound Wealth Management
Tennessee
$437 +$387 +12 New
LSA
249
Leonteq Securities AG
Switzerland
$401 -$452 -14 -56%
SIC
250
SJS Investment Consulting
Ohio
$365 +$65 +2 +25%

YELP Hedge Fund Activity: Q2 2023 in Review

253 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q2 2023, worth a combined $2.27B — up 18% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new YELP positions and 32 closed out — a net gain of 9 holders — while 73 added to existing stakes and 108 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $40.5M. The largest seller was UBS Group, cutting an estimated $36.1M.

  • 253 institutional investors held Yelp (YELP) as of Q2 2023, up from 244 in Q1 2023.
  • Funds reported $2.27B of Yelp stock for Q2 2023, up 18% quarter-over-quarter.
  • 41 funds opened new Yelp positions in Q2 2023 and 32 closed out, a net change of +9 holders.
  • The largest Yelp buyer in Q2 2023 was Man Group, an estimated $40.5M added.
  • The largest Yelp seller in Q2 2023 was UBS Group, an estimated $36.1M sold.

Based on aggregated 13F filings for Q2 2023.