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Yelp
YELP

Overview Fund Activity

297 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 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+23
Holders Change %
+8.39%
% of All Funds
4.35%
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
26
Calls
$92.2M
Puts
$50.2M
Net Calls
+$41.9M
Net Calls Change
+$3.95M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$56.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$94.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$36M
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$57.5M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$16.4M

Top Sellers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$19.3M
2
Millennium Management
2
Millennium Management
New York
$14.3M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$10.7M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$50.2M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
276
Bessemer Group
New Jersey
$3K – – –
GWS
277
Glassman Wealth Services
Virginia
$2.79K – – –
PIM
278
Plato Investment Management
Australia
$2.7K +$2.7K +57 New
MRCM
279
M&R Capital Management
New Jersey
$2.56K – – –
FMII
280
Farmers & Merchants Investments Inc
Nebraska
$2.41K – – –
FFO
281
Fortitude Family Office
Arizona
$2.23K +$2.23K +47 New
JWA
282
JFS Wealth Advisors
Pennsylvania
$2.08K +$189 +4 +10%
AT
283
Arlington Trust
Alabama
$1.85K +$1.85K +39 New
EWA
284
EverSource Wealth Advisors
Alabama
$1.7K – – –
HNB
285
Huntington National Bank
Ohio
$1.09K +$1.09K +23 New
VNA
286
Valley National Advisers
Pennsylvania
$1K – – –
AW
287
Avion Wealth
Texas
$1K +$1K +12 New
AF
288
Advisornet Financial
Minnesota
$757 +$95 +2 +14%
CWC
289
Carolinas Wealth Consulting
North Carolina
$739 – – –
FFA
290
Farther Finance Advisors
California
$710 +$473 +10 +200%
SIC
291
SJS Investment Consulting
Ohio
$663 +$47 +1 +8%
PFBT
292
Parkside Financial Bank & Trust
Missouri
$474 -$7.11K -150 -94%
AWM
293
Abound Wealth Management
Tennessee
$427 -$142 -3 -25%
DPW
294
DiNuzzo Private Wealth
Pennsylvania
$379 +$379 +8 New
HI
295
Horizon Investments
North Carolina
$284 +$284 +6 New
MCM
296
Manchester Capital Management
Vermont
$237 – – –
TWP
297
TFO Wealth Partners
Ohio
$47 – – –
Schroder Investment Management Group
298
Schroder Investment Management Group
United Kingdom
– -$3.92M -94,280 Closed
JC
299
Jetstream Capital
Tennessee
– -$2.08M -50,000 Closed
JFG
300
Jefferies Financial Group
New York
– -$1.48M -35,578 Closed
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