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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
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$7.61K
PFBT
252
Parkside Financial Bank & Trust
Missouri
$6.66K
AFG
253
Albion Financial Group
Utah
$6.24K
Mitsubishi UFJ Asset Management
254
Mitsubishi UFJ Asset Management
Japan
$5.57K +$5.64K +134 New
GWSG
255
GPS Wealth Strategies Group
Colorado
$5.2K
HFM
256
Harvest Fund Management
China
$5K +$4.96K +118 New
PTC
257
Private Trust Company
Ohio
$4.16K +$4.21K +100 New
GRP
258
Global Retirement Partners
California
$3.02K +$884 +21 +41%
Barrow, Hanley, Mewhinney & Strauss
259
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.66K
GWS
260
Glassman Wealth Services
Virginia
$2.45K
MRCM
261
M&R Capital Management
New Jersey
$2.25K
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$2.12K
Bessemer Group
263
Bessemer Group
New Jersey
$2K
JWA
264
JFS Wealth Advisors
Pennsylvania
$1.66K +$210 +5 +14%
EWA
265
EverSource Wealth Advisors
Alabama
$1.5K -$5.68K -135 -79%
VNA
266
Valley National Advisers
Pennsylvania
$1K
SFG
267
Steward Financial Group
Texas
$1K +$1.64K +39 New
CWC
268
Carolinas Wealth Consulting
North Carolina
$658 -$84 -2 -11%
AF
269
Advisornet Financial
Minnesota
$582 +$84 +2 +17%
SIC
270
SJS Investment Consulting
Ohio
$541 +$126 +3 +30%
AWM
271
Abound Wealth Management
Tennessee
$500
ECM
272
Everence Capital Management
Indiana
$477
FFA
273
Farther Finance Advisors
California
$208 -$16.8K -400 -99%
MCM
274
Manchester Capital Management
Vermont
$208
LSA
275
Leonteq Securities AG
Switzerland
$166 -$295 -7 -64%

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.