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253 hedge funds and large institutions have $2.27B invested in Yelp in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

18% more capital invested

Capital invested by funds: $1.92B → $2.27B (+$353M)

4% more funds holding

Funds holding: 244253 (+9)

1.88% more ownership

Funds ownership: 88.67%90.56% (+1.9%)

14% less call options, than puts

Call options by funds: $36.7M | Put options by funds: $42.9M

32% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 108

Holders
253
Holders Change
+9
Holders Change %
+3.69%
% of All Funds
3.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
41
Increased
73
Reduced
108
Closed
32
Calls
$36.7M
Puts
$42.9M
Net Calls
-$6.2M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
151
Caption Management
Oklahoma
$546K +$484K +15,000 New
JFG
152
Jefferies Financial Group
New York
$546K +$484K +15,000 New
WHG
153
Westwood Holdings Group
Texas
$540K +$478K +14,819 New
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$527K
MPM
155
Meritage Portfolio Management
Kansas
$520K +$179K +5,534 +63%
CIA
156
Capital Impact Advisors
Massachusetts
$520K +$26.3K +814 +6%
MOACM
157
Mutual of America Capital Management
New York
$490K -$29.3K -907 -6%
HBCM
158
Heron Bay Capital Management
Michigan
$463K +$5.29K +164 +1%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$454K +$403K +12,480 New
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$439K -$16.8K -522 -4%
QC
161
Quadrature Capital
United Kingdom
$434K +$385K +11,932 New
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$434K +$39.8K +1,234 +12%
Sumitomo Mitsui Trust Group
163
Sumitomo Mitsui Trust Group
Japan
$431K -$13.4K -415 -3%
GAM
164
Gotham Asset Management
New York
$423K -$128K -3,975 -25%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$422K
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$407K +$13.7K +426 +4%
AFAS
167
Acorn Financial Advisory Services
Virginia
$406K +$359K +11,139 New
Lido Advisors
168
Lido Advisors
California
$386K -$145K -4,480 -30%
ProShare Advisors
169
ProShare Advisors
Maryland
$384K +$22.4K +693 +7%
ECM
170
Everence Capital Management
Indiana
$384K
ECM
171
ExodusPoint Capital Management
New York
$371K +$329K +10,187 New
JF
172
Jump Financial
Illinois
$366K -$647K -20,065 -67%
Mitsubishi UFJ Trust & Banking
173
Mitsubishi UFJ Trust & Banking
Japan
$357K +$316K +9,799 New
CIM
174
CIM Investment Management
Pennsylvania
$352K
EGM
175
Engineers Gate Manager
New York
$343K -$209K -6,487 -41%

YELP Hedge Fund Activity: Q2 2023 in Review

253 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q2 2023, worth a combined $2.27B — up 18% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new YELP positions and 32 closed out — a net gain of 9 holders — while 73 added to existing stakes and 108 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $40.5M. The largest seller was UBS Group, cutting an estimated $36.1M.

  • 253 institutional investors held Yelp (YELP) as of Q2 2023, up from 244 in Q1 2023.
  • Funds reported $2.27B of Yelp stock for Q2 2023, up 18% quarter-over-quarter.
  • 41 funds opened new Yelp positions in Q2 2023 and 32 closed out, a net change of +9 holders.
  • The largest Yelp buyer in Q2 2023 was Man Group, an estimated $40.5M added.
  • The largest Yelp seller in Q2 2023 was UBS Group, an estimated $36.1M sold.

Based on aggregated 13F filings for Q2 2023.