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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
AIC
276
Archer Investment Corporation
Indiana
$3.08K +$2.87K +65 New
Bessemer Group
277
Bessemer Group
New Jersey
$3K
GWS
278
Glassman Wealth Services
Virginia
$2.79K
PIM
279
Plato Investment Management
Australia
$2.7K +$2.52K +57 New
MRCM
280
M&R Capital Management
New Jersey
$2.56K
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$2.41K
FFO
282
Fortitude Family Office
Arizona
$2.23K +$2.07K +47 New
JWA
283
JFS Wealth Advisors
Pennsylvania
$2.08K +$177 +4 +10%
AT
284
Arlington Trust
Alabama
$1.85K +$1.72K +39 New
EWA
285
EverSource Wealth Advisors
Alabama
$1.7K
HNB
286
Huntington National Bank
Ohio
$1.09K +$1.01K +23 New
VNA
287
Valley National Advisers
Pennsylvania
$1K
AW
288
Avion Wealth
Texas
$1K +$530 +12 New
AF
289
Advisornet Financial
Minnesota
$757 +$88 +2 +14%
CWC
290
Carolinas Wealth Consulting
North Carolina
$739
FFA
291
Farther Finance Advisors
California
$710 +$441 +10 +200%
SIC
292
SJS Investment Consulting
Ohio
$663 +$44 +1 +8%
PFBT
293
Parkside Financial Bank & Trust
Missouri
$474 -$6.62K -150 -94%
AWM
294
Abound Wealth Management
Tennessee
$427 -$132 -3 -25%
DPW
295
DiNuzzo Private Wealth
Pennsylvania
$379 +$353 +8 New
HI
296
Horizon Investments
North Carolina
$284 +$265 +6 New
MCM
297
Manchester Capital Management
Vermont
$237
TWP
298
TFO Wealth Partners
Ohio
$47
Schroder Investment Management Group
299
Schroder Investment Management Group
United Kingdom
-$3.92M -94,280 Closed
JC
300
Jetstream Capital
Tennessee
-$2.08M -50,000 Closed

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.