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276 hedge funds and large institutions have $2.64B invested in Yelp in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 95 increasing their positions, 97 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $72.1M | Put options by funds: $34.1M

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $2.27B → $2.64B (+$368M)

9% more funds holding

Funds holding: 253276 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.12% less ownership

Funds ownership: 90.56%90.43% (-0.12%)

2% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 97

Holders
276
Holders Change
+23
Holders Change %
+9.09%
% of All Funds
4.38%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
48
Increased
95
Reduced
97
Closed
24
Calls
$72.1M
Puts
$34.1M
Net Calls
+$38M
Net Calls Change
+$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Cutler Group
California
$101K +$27.5K +653 +37%
Osaic Holdings
227
Osaic Holdings
Arizona
$101K +$36.8K +874 +56%
QCG
228
Quadrant Capital Group
Ohio
$86.8K +$25.5K +605 +41%
KBC Group
229
KBC Group
Belgium
$76K -$142K -3,375 -65%
Ohio Public Employees Retirement System (OPERS)
230
Ohio Public Employees Retirement System (OPERS)
Ohio
$66K +$168 +4 +0.3%
WTG
231
West Tower Group
Virginia
$53.2K +$53.8K +1,279 New
PA
232
Parallel Advisors
California
$44.9K +$13.2K +314 +41%
ACM
233
Aquatic Capital Management
Illinois
$37K +$37.9K +900 New
ETC
234
Exchange Traded Concepts
Oklahoma
$33K -$463 -11 -1%
TSWM
235
Tyler-Stone Wealth Management
Ohio
$28K
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$28K +$926 +22 +3%
BTI
237
Blue Trust Inc
Georgia
$27K +$15.6K +371 +97%
GBT
238
Grove Bank & Trust
Florida
$21.8K
AS
239
Altshuler Shaham
Israel
$21.7K +$22K +522 New
QL
240
Quarry LP
New York
$20.1K +$11K +262 +119%
CWP
241
Concord Wealth Partners
Virginia
$18.7K
US Bancorp
242
US Bancorp
Minnesota
$18.5K -$5.81K -138 -24%
S
243
SignatureFD
Georgia
$16.5K +$7.99K +190 +92%
VCM
244
Versant Capital Management
Arizona
$13.9K
LC
245
Lindbrook Capital
California
$13.5K +$715 +17 +6%
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$12K +$2.78K +66 +30%
AF
247
Allworth Financial
California
$11.4K
LFA
248
LGT Financial Advisors
Texas
$11K +$11.1K +265 New
LFG
249
Larson Financial Group
Missouri
$10.4K
BIA
250
Bell Investment Advisors
California
$8.4K

YELP Hedge Fund Activity: Q3 2023 in Review

276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q3 2023, worth a combined $2.64B — up 16% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new YELP positions and 24 closed out — a net gain of 24 holders — while 95 added to existing stakes and 97 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $16.2M. The largest seller was Man Group, exiting entirely with an estimated $52.8M sold.

  • 276 institutional investors held Yelp (YELP) as of Q3 2023, up from 253 in Q2 2023.
  • Funds reported $2.64B of Yelp stock for Q3 2023, up 16% quarter-over-quarter.
  • 48 funds opened new Yelp positions in Q3 2023 and 24 closed out, a net change of +24 holders.
  • The largest Yelp buyer in Q3 2023 was Acadian Asset Management, an estimated $16.2M added.
  • The largest Yelp seller in Q3 2023 was Man Group, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2023.