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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
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$7.21K -$497 -12 -6%
S
252
SignatureFD
Georgia
$7.05K -$6.42K -155 -46%
AFG
253
Albion Financial Group
Utah
$5.91K
Mitsubishi UFJ Asset Management
254
Mitsubishi UFJ Asset Management
Japan
$5.28K
PTC
255
Private Trust Company
Ohio
$3.94K
Walleye Capital
256
Walleye Capital
New York
$3.94K +$4.14K +100 New
PS
257
Principal Securities
Iowa
$3.9K +$414 +10 +11%
GRP
258
Global Retirement Partners
California
$3.55K
WIA
259
Wetzel Investment Advisors
Indiana
$3.27K
PWMG
260
Private Wealth Management Group
New Jersey
$3.11K
AIC
261
Archer Investment Corporation
Indiana
$2.56K
EWA
262
EverSource Wealth Advisors
Alabama
$2.42K +$995 +24 +67%
PIM
263
Plato Investment Management
Australia
$2.25K
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$2.01K
Bessemer Group
265
Bessemer Group
New Jersey
$2K
FFO
266
Fortitude Family Office
Arizona
$1.85K
Fuller & Thaler Asset Management
267
Fuller & Thaler Asset Management
California
$1.62K -$15.4M -372,097 -100%
JWA
268
JFS Wealth Advisors
Pennsylvania
$1.38K -$373 -9 -20%
IA
269
IFP Advisors
Florida
$1.18K +$1.24K +30 New
CA
270
Continuum Advisory
Idaho
$1.03K +$1.08K +26 New
UB
271
UMB Bank
Missouri
$1.02K +$1.08K +26 New
AW
272
Avion Wealth
Texas
$1K -$41 -1 -8%
HI
273
Harbour Investments
Wisconsin
$749 +$788 +19 New
FFA
274
Farther Finance Advisors
California
$595
AWM
275
Avior Wealth Management
Nebraska
$512 +$539 +13 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.