Yelp
YELP
238 hedge funds and large institutions have $2.66B invested in Yelp in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 83 reducing their positions, and 25 closing their positions.
139% more call options, than puts
Call options by funds: $52.5M | Put options by funds: $21.9M
60% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 25
6% more capital invested
Capital invested by funds: $2.5B → $2.66B (+$162M)
6% more funds holding
Funds holding: 224 → 238 (+14)
3.88% more ownership
Funds ownership: 85.89% → 89.77% (+3.9%)
2% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 83
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$42.4M |
| 2 |
Millennium Management
New York
|
+$20.8M |
| 3 |
Goldman Sachs
New York
|
+$18.6M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$17.8M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$15.4M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$10.3M |
| 3 |
PGP
Prescott General Partners
Boca Raton,
Florida
|
-$9.92M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$8.46M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAMU
251
Pictet Asset Management (UK)
London,
United Kingdom
| – | -$230K | -5,900 | Closed |
|
252
Parallax Volatility Advisers
San Francisco,
California
| – | -$229K | -5,881 | Closed |
|
253
Creative Planning
Overland Park,
Kansas
| – | -$215K | -5,522 | Closed |
|
|
RCM
254
Radnor Capital Management
Wayne,
Pennsylvania
| – | -$204K | -5,235 | Closed |
|
|
LSA
255
Leonteq Securities AG
Zurich,
Switzerland
| – | -$53K | -1,358 | Closed |
|
|
WAP
256
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$8K | -200 | Closed |
|
|
PMFA
257
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$5K | -122 | Closed |
|
|
FF
258
FourThought Financial
Venice,
Florida
| – | -$3K | -79 | Closed |
|
|
PHK
259
Point72 Hong Kong
Hong Kong
| – | -$1K | -21 | Closed |
|
|
SB
260
Strategic Blueprint
Atlanta,
Georgia
| – | +$318 | +8 | New |
|
YELP Hedge Fund Activity: Q2 2021 in Review
238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q2 2021, worth a combined $2.66B — up 6.5% from $2.5B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new YELP positions and 25 closed out — a net gain of 15 holders — while 85 added to existing stakes and 83 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $42.4M. The largest seller was BlackRock, cutting an estimated $15.4M.
- 238 institutional investors held Yelp (YELP) as of Q2 2021, up from 224 in Q1 2021.
- Funds reported $2.66B of Yelp stock for Q2 2021, up 6.5% quarter-over-quarter.
- 40 funds opened new Yelp positions in Q2 2021 and 25 closed out, a net change of +15 holders.
- The largest Yelp buyer in Q2 2021 was Morgan Stanley, an estimated $42.4M added.
- The largest Yelp seller in Q2 2021 was BlackRock, an estimated $15.4M sold.
Based on aggregated 13F filings for Q2 2021.