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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
Walleye Capital
176
Walleye Capital
New York
$333K -$398K -12,350 -57%
PAMS
177
Pictet Asset Management (Switzerland)
Switzerland
$306K -$42K -1,302 -13%
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$299K -$3.29M -102,046 -93%
Lazard Asset Management
179
Lazard Asset Management
New York
$295K +$105K +3,248 +67%
NSEDCP
180
NJ State Employees Deferred Compensation Plan
New Jersey
$295K
HC
181
Henshaw Capital
Massachusetts
$294K +$39.2K +1,214 +18%
WAM
182
Watershed Asset Management
California
$291K -$22.9K -710 -8%
CGH
183
Crossmark Global Holdings
Texas
$268K +$193K +5,977 New
UBS Group
184
UBS Group
Switzerland
$265K -$36.1M -1,120,592 -99%
CC
185
Centiva Capital
New York
$257K -$32.5K -1,006 -12%
Royal Bank of Canada
186
Royal Bank of Canada
Ontario, Canada
$255K -$247K -7,648 -52%
I
187
InceptionR
California
$238K -$95.3K -2,953 -31%
SDIC
188
South Dakota Investment Council
South Dakota
$237K -$19.4K -600 -8%
Creative Planning
189
Creative Planning
Kansas
$237K +$210K +6,505 New
ECM
190
EagleClaw Capital Management
Massachusetts
$229K +$203K +6,300 New
SSA
191
Schonfeld Strategic Advisors
New York
$221K +$196K +6,074 New
MCM
192
Mengis Capital Management
Oregon
$214K -$28.1K -870 -13%
NFSG
193
Newbridge Financial Services Group
Florida
$212K
Corient Private Wealth
194
Corient Private Wealth
Florida
$212K +$188K +5,827 New
AIP
195
Ameritas Investment Partners
Nebraska
$198K
NICM
196
Neo Ivy Capital Management
New York
$195K +$173K +5,352 New
KBC Group
197
KBC Group
Belgium
$190K -$15.2K -470 -8%
BONH
198
Bank of New Hampshire
New Hampshire
$157K -$40.5K -1,255 -22%
C
199
Covestor
United Kingdom
$146K +$40.4K +1,252 +45%
NSIM
200
North Star Investment Management
Illinois
$146K

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.