Yelp
YELP
221 hedge funds and large institutions have $1.86B invested in Yelp in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 44 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 71
5.37% more ownership
Funds ownership: 88.18% → 93.55% (+5.4%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
9% less funds holding
Funds holding: 243 → 221 (-22)
10% less capital invested
Capital invested by funds: $2.08B → $1.86B (-$216M)
32% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 44
43% less call options, than puts
Call options by funds: $9.3M | Put options by funds: $16.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$92.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$16.6M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$14M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13M |
| 5 |
Renaissance Technologies
New York
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSA
Schonfeld Strategic Advisors
New York
|
-$27.5M |
| 2 |
Man Group
London,
United Kingdom
|
-$12.2M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$10.6M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$9.06M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$6.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
251
Crossmark Global Holdings
Houston,
Texas
| – | -$217K | -6,380 | Closed |
|
|
ECM
252
EagleClaw Capital Management
Boston,
Massachusetts
| – | -$215K | -6,300 | Closed |
|
|
SAM
253
Securian Asset Management
St Paul,
Minnesota
| – | -$208K | -6,101 | Closed |
|
|
NICM
254
Neo Ivy Capital Management
New York
| – | -$44K | -1,310 | Closed |
|
255
Baillie Gifford & Co
Edinburgh,
United Kingdom
| – | -$9K | -262 | Closed |
|
|
PFS
256
Prospera Financial Services
Dallas,
Texas
| – | -$7K | -200 | Closed |
|
|
JWM
257
Janiczek Wealth Management
Denver,
Colorado
| – | -$4K | -122 | Closed |
|
|
FPS
258
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$1.86K | -60 | Closed |
|
|
JWA
259
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$683 | -22 | -67% |
|
|
CI
260
Cordant Inc
Portland,
Oregon
| – | -$1K | -17 | Closed |
|
|
C
261
Covestor
London,
United Kingdom
| – | -$217 | -7 | -39% |
|
|
DI
262
Disciplined Investments
Tulsa,
Oklahoma
| – | +$31 | +1 | +11% |
|
YELP Hedge Fund Activity: Q2 2022 in Review
221 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q2 2022, worth a combined $1.86B — down 10% from $2.08B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of YELP and 30 opened new positions — a net loss of 14 holders — while 71 trimmed existing stakes and 88 added.
The largest buyer was BlackRock, adding an estimated $92.9M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $27.5M sold.
- 221 institutional investors held Yelp (YELP) as of Q2 2022, down from 243 in Q1 2022.
- Funds reported $1.86B of Yelp stock for Q2 2022, down 10% quarter-over-quarter.
- 30 funds opened new Yelp positions in Q2 2022 and 44 closed out, a net change of -14 holders.
- The largest Yelp buyer in Q2 2022 was BlackRock, an estimated $92.9M added.
- The largest Yelp seller in Q2 2022 was Schonfeld Strategic Advisors, an estimated $27.5M sold.
Based on aggregated 13F filings for Q2 2022.