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298 hedge funds and large institutions have $3.09B invested in Yelp in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

84% more call options, than puts

Call options by funds: $92.2M | Put options by funds: $50.2M

17% more capital invested

Capital invested by funds: $2.64B → $3.09B (+$449M)

8% more funds holding

Funds holding: 276298 (+22)

4.77% more ownership

Funds ownership: 90.43%95.2% (+4.8%)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
298
Holders Change
+22
Holders Change %
+7.97%
% of All Funds
4.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
103
Reduced
102
Closed
27
Calls
$92.2M
Puts
$50.2M
Net Calls
+$41.9M
Net Calls Change
+$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$26K -$5.78K -131 -19%
GBT
252
Grove Bank & Trust
Florida
$24.8K
BFEC
253
Benjamin F. Edwards & Company
Missouri
$23K +$21.8K +495 New
QL
254
Quarry LP
New York
$21.5K -$1.28K -29 -6%
AS
255
Altshuler Shaham
Israel
$19.8K -$4.59K -104 -20%
AF
256
Allworth Financial
California
$16.2K +$2.96K +67 +24%
S
257
SignatureFD
Georgia
$15.8K -$2.78K -63 -16%
LC
258
Lindbrook Capital
California
$15.2K -$177 -4 -1%
GI
259
GAMMA Investing
California
$14.5K +$14.7K +332 New
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$14K +$309 +7 +2%
BIA
261
Bell Investment Advisors
California
$12.6K +$2.87K +65 +32%
LFA
262
LGT Financial Advisors
Texas
$12.5K
LFG
263
Larson Financial Group
Missouri
$11.8K
VCM
264
Versant Capital Management
Arizona
$9.75K -$5.69K -129 -39%
SGC
265
Slocum, Gordon & Co
Rhode Island
$9.47K +$12.5K +284 New
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$9.23K +$530 +12 +7%
AFG
267
Albion Financial Group
Utah
$7.1K
Mitsubishi UFJ Asset Management
268
Mitsubishi UFJ Asset Management
Japan
$6.17K
HFM
269
Harvest Fund Management
China
$6K
HCP
270
Hexagon Capital Partners
Arkansas
$5.63K +$5.25K +119 New
PTC
271
Private Trust Company
Ohio
$4.73K
PS
272
Principal Securities
Iowa
$4.21K +$3.93K +89 New
WIA
273
Wetzel Investment Advisors
Indiana
$4K +$3.66K +83 New
GRP
274
Global Retirement Partners
California
$3.95K +$794 +18 +25%
PWMG
275
Private Wealth Management Group
New Jersey
$3.74K +$3.49K +79 New

YELP Hedge Fund Activity: Q4 2023 in Review

298 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q4 2023, worth a combined $3.09B — up 17% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new YELP positions and 27 closed out — a net gain of 26 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $53M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $15.1M.

  • 298 institutional investors held Yelp (YELP) as of Q4 2023, up from 276 in Q3 2023.
  • Funds reported $3.09B of Yelp stock for Q4 2023, up 17% quarter-over-quarter.
  • 53 funds opened new Yelp positions in Q4 2023 and 27 closed out, a net change of +26 holders.
  • The largest Yelp buyer in Q4 2023 was Man Group, an estimated $53M added.
  • The largest Yelp seller in Q4 2023 was Jacobs Levy Equity Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2023.