Yelp
YELP
243 hedge funds and large institutions have $2.08B invested in Yelp in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 28 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 81
2.17% more ownership
Funds ownership: 86.02% → 88.18% (+2.2%)
4% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 28
4% less call options, than puts
Call options by funds: $19.1M | Put options by funds: $20M
1% less funds holding
Funds holding: 246 → 243 (-3)
8% less capital invested
Capital invested by funds: $2.25B → $2.08B (-$169M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$56.1M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
+$24.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$16M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$85.2M |
| 2 |
PGP
Prescott General Partners
Boca Raton,
Florida
|
-$31M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$19.3M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$17.5M |
| 5 |
D.E. Shaw & Co
New York
|
-$9.2M |
YELP Hedge Fund Activity: Q1 2022 in Review
243 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q1 2022, worth a combined $2.08B — down 7.5% from $2.25B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new YELP positions and 28 closed out — a net gain of 1 holder — while 96 added to existing stakes and 81 trimmed.
The largest buyer was River Road Asset Management, opening a new position worth an estimated $56.1M. The largest seller was Boston Partners, cutting an estimated $85.2M.
- 243 institutional investors held Yelp (YELP) as of Q1 2022, down from 246 in Q4 2021.
- Funds reported $2.08B of Yelp stock for Q1 2022, down 7.5% quarter-over-quarter.
- 29 funds opened new Yelp positions in Q1 2022 and 28 closed out, a net change of +1 holder.
- The largest Yelp buyer in Q1 2022 was River Road Asset Management, an estimated $56.1M added.
- The largest Yelp seller in Q1 2022 was Boston Partners, an estimated $85.2M sold.
Based on aggregated 13F filings for Q1 2022.