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238 hedge funds and large institutions have $2.66B invested in Yelp in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $52.5M | Put options by funds: $21.9M

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

6% more capital invested

Capital invested by funds: $2.5B → $2.66B (+$162M)

6% more funds holding

Funds holding: 224238 (+14)

3.88% more ownership

Funds ownership: 85.89%89.77% (+3.9%)

2% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
238
Holders Change
+14
Holders Change %
+6.25%
% of All Funds
4.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
40
Increased
85
Reduced
83
Closed
25
Calls
$52.5M
Puts
$21.9M
Net Calls
+$30.5M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
176
Newbridge Financial Services Group
Florida
$293K -$15.9K -400 -5%
KWM
177
Kingsview Wealth Management
Oregon
$281K +$4.21K +106 +2%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$275K +$4.29K +108 +2%
VF
179
Virtu Financial
New York
$275K +$18.7K +470 +7%
HC
180
Henshaw Capital
Massachusetts
$275K
MPM
181
Meritage Portfolio Management
Kansas
$268K +$42.4K +1,068 +19%
BC
182
Bridgefront Capital
Texas
$259K +$258K +6,492 New
SAM
183
Securian Asset Management
Minnesota
$257K -$5.6K -141 -2%
ECM
184
EagleClaw Capital Management
Massachusetts
$252K
WCM
185
Weld Capital Management
New York
$248K +$246K +6,194 New
TRCT
186
Tower Research Capital (TRC)
New York
$246K -$100K -2,528 -29%
LPL Financial
187
LPL Financial
California
$239K +$237K +5,971 New
PA
188
Profund Advisors
Maryland
$235K -$2.66K -67 -1%
BBVA
189
Banco Bilbao Vizcaya Argentaria
Spain
$231K +$230K +5,790 New
CGH
190
Crossmark Global Holdings
Texas
$226K -$15.1K -380 -6%
TW
191
TrinityPoint Wealth
Connecticut
$211K +$210K +5,279 New
PFO
192
Pathstone Family Office
New Jersey
$204K +$202K +5,098 New
CIP
193
Cornerstone Investment Partners
Georgia
$201K +$200K +5,035 New
QC
194
Quantedge Capital
Singapore
$200K +$198K +5,000 New
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$179K
NSIM
196
North Star Investment Management
Illinois
$160K
PA
197
Parallel Advisors
California
$146K
Osaic Holdings
198
Osaic Holdings
Arizona
$145K +$4.6K +116 +3%
APA
199
American Portfolios Advisors
New York
$140K +$134K +3,384 +2,868%
NICM
200
Neo Ivy Capital Management
New York
$129K +$121K +3,057 +1,747%

YELP Hedge Fund Activity: Q2 2021 in Review

238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q2 2021, worth a combined $2.66B — up 6.5% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new YELP positions and 25 closed out — a net gain of 15 holders — while 85 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $42.4M. The largest seller was BlackRock, cutting an estimated $15.4M.

  • 238 institutional investors held Yelp (YELP) as of Q2 2021, up from 224 in Q1 2021.
  • Funds reported $2.66B of Yelp stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 40 funds opened new Yelp positions in Q2 2021 and 25 closed out, a net change of +15 holders.
  • The largest Yelp buyer in Q2 2021 was Morgan Stanley, an estimated $42.4M added.
  • The largest Yelp seller in Q2 2021 was BlackRock, an estimated $15.4M sold.

Based on aggregated 13F filings for Q2 2021.