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276 hedge funds and large institutions have $2.64B invested in Yelp in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 95 increasing their positions, 97 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $72.1M | Put options by funds: $34.1M

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $2.27B → $2.64B (+$368M)

9% more funds holding

Funds holding: 253276 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.12% less ownership

Funds ownership: 90.56%90.43% (-0.12%)

2% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 97

Holders
276
Holders Change
+23
Holders Change %
+9.09%
% of All Funds
4.38%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
48
Increased
95
Reduced
97
Closed
24
Calls
$72.1M
Puts
$34.1M
Net Calls
+$38M
Net Calls Change
+$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$927K
JCIA
152
Jackson Creek Investment Advisors
Colorado
$911K -$419K -9,956 -31%
Wells Fargo
153
Wells Fargo
California
$860K -$1.35M -32,094 -61%
OPERF
154
Oregon Public Employees Retirement Fund
Oregon
$849K -$42.1K -1,000 -5%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$822K -$139K -3,301 -14%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$817K +$356K +8,471 +76%
WP
157
Woodline Partners
California
$798K +$808K +19,199 New
ASRS
158
Arizona State Retirement System
Arizona
$774K +$2.65K +63 +0.3%
JSL
159
JT Stratford LLC
Georgia
$760K +$769K +18,283 New
Connor, Clark & Lunn Investment Management (CC&L)
160
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$731K -$374K -8,894 -34%
FF
161
Friedenthal Financial
New Jersey
$700K +$708K +16,833 New
CIA
162
Capital Impact Advisors
Massachusetts
$695K +$102K +2,425 +17%
DT
163
Diversified Trust
Tennessee
$686K +$22.6K +538 +3%
YIH
164
Y-Intercept (HK)
Hong Kong
$682K +$690K +16,395 New
CCIA
165
Campbell & Co Investment Adviser
Maryland
$627K +$634K +15,070 New
FMLI
166
Fukoku Mutual Life Insurance
Japan
$624K +$631K +15,000 New
Skandinaviska Enskilda Banken (SEB)
167
Skandinaviska Enskilda Banken (SEB)
Sweden
$620K -$130K -3,100 -17%
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
$602K
HBCM
169
Heron Bay Capital Management
Michigan
$592K +$64K +1,522 +12%
First Trust Advisors
170
First Trust Advisors
Illinois
$590K -$2.39M -56,847 -80%
MPM
171
Meritage Portfolio Management
Kansas
$574K -$19.6K -467 -3%
Squarepoint
172
Squarepoint
New York
$574K +$580K +13,795 New
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$571K +$577K +13,720 New
QT
174
Quantbot Technologies
New York
$567K +$574K +13,643 New
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$567K +$71.7K +1,705 +14%

YELP Hedge Fund Activity: Q3 2023 in Review

276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q3 2023, worth a combined $2.64B — up 16% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new YELP positions and 24 closed out — a net gain of 24 holders — while 95 added to existing stakes and 97 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $16.2M. The largest seller was Man Group, exiting entirely with an estimated $52.8M sold.

  • 276 institutional investors held Yelp (YELP) as of Q3 2023, up from 253 in Q2 2023.
  • Funds reported $2.64B of Yelp stock for Q3 2023, up 16% quarter-over-quarter.
  • 48 funds opened new Yelp positions in Q3 2023 and 24 closed out, a net change of +24 holders.
  • The largest Yelp buyer in Q3 2023 was Acadian Asset Management, an estimated $16.2M added.
  • The largest Yelp seller in Q3 2023 was Man Group, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2023.