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283 hedge funds and large institutions have $2.49B invested in Yelp in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $41M | Put options by funds: $33.7M

2.48% less ownership

Funds ownership: 95.2%92.72% (-2.5%)

5% less funds holding

Funds holding: 298283 (-15)

13% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 112

19% less capital invested

Capital invested by funds: $3.09B → $2.49B (-$593M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

28% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 50

Holders
283
Holders Change
-15
Holders Change %
-5.03%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
97
Reduced
112
Closed
50
Calls
$41M
Puts
$33.7M
Net Calls
+$7.33M
Net Calls Change
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$60K +$40.4K +975 +177%
Ohio Public Employees Retirement System (OPERS)
227
Ohio Public Employees Retirement System (OPERS)
Ohio
$57.2K -$1.24K -30 -2%
BTI
228
Blue Trust Inc
Georgia
$46.4K -$2.98K -72 -6%
Osaic Holdings
229
Osaic Holdings
Arizona
$39.2K -$644K -15,532 -94%
TRCT
230
Tower Research Capital (TRC)
New York
$29.2K -$717K -17,302 -96%
PA
231
Parallel Advisors
California
$26.3K -$34.4K -830 -55%
TSWM
232
Tyler-Stone Wealth Management
Ohio
$26.2K
ETC
233
Exchange Traded Concepts
Oklahoma
$26K -$6.26K -151 -19%
W
234
WealthCollab
Washington
$22.9K
GBT
235
Grove Bank & Trust
Florida
$20.6K
QL
236
Quarry LP
New York
$20.6K +$2.82K +68 +15%
BFEC
237
Benjamin F. Edwards & Company
Missouri
$20K +$290 +7 +1%
CWP
238
Concord Wealth Partners
Virginia
$17.7K +$18.7K +450 New
CFM
239
Catalyst Funds Management
Australia
$15.8K +$16.6K +400 New
EC
240
EntryPoint Capital
New York
$13.1K -$59.7K -1,441 -81%
LC
241
Lindbrook Capital
California
$12.3K -$332 -8 -2%
AF
242
Allworth Financial
California
$12.3K -$1.28K -31 -9%
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$11.5K -$124 -3 -1%
HCP
244
Hexagon Capital Partners
Arkansas
$11.4K +$7.09K +171 +144%
GI
245
GAMMA Investing
California
$10.8K -$2.4K -58 -17%
LFA
246
LGT Financial Advisors
Texas
$10.4K
BIA
247
Bell Investment Advisors
California
$10.2K -$373 -9 -3%
LFG
248
Larson Financial Group
Missouri
$9.85K
VCM
249
Versant Capital Management
Arizona
$8.04K -$83 -2 -1%
LSA
250
Leonteq Securities AG
Switzerland
$7.33K +$7.71K +186 New

YELP Hedge Fund Activity: Q1 2024 in Review

283 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q1 2024, worth a combined $2.49B — down 19% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of YELP and 36 opened new positions — a net loss of 14 holders — while 112 trimmed existing stakes and 97 added.

The largest buyer was Pacer Advisors, adding an estimated $56.7M. The largest seller was Morgan Stanley, cutting an estimated $50.1M.

  • 283 institutional investors held Yelp (YELP) as of Q1 2024, down from 298 in Q4 2023.
  • Funds reported $2.49B of Yelp stock for Q1 2024, down 19% quarter-over-quarter.
  • 36 funds opened new Yelp positions in Q1 2024 and 50 closed out, a net change of -14 holders.
  • The largest Yelp buyer in Q1 2024 was Pacer Advisors, an estimated $56.7M added.
  • The largest Yelp seller in Q1 2024 was Morgan Stanley, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2024.