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233 hedge funds and large institutions have $2.21B invested in Yelp in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 87 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

19% more capital invested

Capital invested by funds: $1.86B → $2.21B (+$348M)

13% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 77

5% more funds holding

Funds holding: 221233 (+12)

0.61% less ownership

Funds ownership: 93.55%92.94% (-0.61%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less call options, than puts

Call options by funds: $21.1M | Put options by funds: $26.5M

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
4.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
42
Increased
87
Reduced
77
Closed
30
Calls
$21.1M
Puts
$26.5M
Net Calls
-$5.33M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$391K +$72.8K +2,199 +24%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$341K +$86.8K +2,622 +35%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$341K +$169K +5,109 +104%
Millennium Management
154
Millennium Management
New York
$334K -$233K -7,038 -42%
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$328K -$186K -5,614 -37%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$323K -$23.7K -717 -7%
ProShare Advisors
157
ProShare Advisors
Maryland
$322K -$4.73K -143 -1%
CCM
158
Chimera Capital Management
New York
$320K +$312K +9,435 New
CIM
159
CIM Investment Management
Pennsylvania
$317K
TRCT
160
Tower Research Capital (TRC)
New York
$310K +$224K +6,782 +288%
TD Asset Management
161
TD Asset Management
Ontario, Canada
$284K +$278K +8,400 New
MCA
162
MSH Capital Advisors
Arizona
$278K
NSEDCP
163
NJ State Employees Deferred Compensation Plan
New Jersey
$275K
Creative Planning
164
Creative Planning
Kansas
$251K +$245K +7,392 New
ECM
165
Everence Capital Management
Indiana
$249K
SDIC
166
South Dakota Investment Council
South Dakota
$241K
HC
167
Henshaw Capital
Massachusetts
$233K +$227K +6,873 New
ECM
168
EagleClaw Capital Management
Massachusetts
$214K +$208K +6,300 New
CGH
169
Crossmark Global Holdings
Texas
$214K +$209K +6,330 New
VPIM
170
Vanguard Personalized Indexing Management
California
$206K +$201K +6,081 New
NFSG
171
Newbridge Financial Services Group
Florida
$198K -$46.3K -1,400 -19%
KBC Group
172
KBC Group
Belgium
$179K +$175K +5,283 New
AIP
173
Ameritas Investment Partners
Nebraska
$174K
Lazard Asset Management
174
Lazard Asset Management
New York
$158K +$3.31K +100 +2%
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$152K -$237K -7,156 -62%

YELP Hedge Fund Activity: Q3 2022 in Review

233 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q3 2022, worth a combined $2.21B — up 19% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new YELP positions and 30 closed out — a net gain of 12 holders — while 87 added to existing stakes and 77 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $26.1M. The largest seller was AQR Capital Management, cutting an estimated $39M.

  • 233 institutional investors held Yelp (YELP) as of Q3 2022, up from 221 in Q2 2022.
  • Funds reported $2.21B of Yelp stock for Q3 2022, up 19% quarter-over-quarter.
  • 42 funds opened new Yelp positions in Q3 2022 and 30 closed out, a net change of +12 holders.
  • The largest Yelp buyer in Q3 2022 was Man Group, an estimated $26.1M added.
  • The largest Yelp seller in Q3 2022 was AQR Capital Management, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2022.