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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
Natixis Advisors
176
Natixis Advisors
Massachusetts
$562K +$43.8K +1,042 +8%
GAM
177
Gotham Asset Management
New York
$558K +$75.6K +1,796 +15%
HC
178
Henshaw Capital
Massachusetts
$538K +$204K +4,859 +60%
Royal Bank of Canada
179
Royal Bank of Canada
Ontario, Canada
$538K +$248K +5,898 +84%
MOACM
180
Mutual of America Capital Management
New York
$501K -$59K -1,403 -10%
Envestnet Asset Management
181
Envestnet Asset Management
Illinois
$489K +$149K +3,545 +43%
AFAS
182
Acorn Financial Advisory Services
Virginia
$486K +$22.6K +537 +5%
WG
183
Winton Group
United Kingdom
$475K -$410K -9,743 -46%
Nomura Holdings
184
Nomura Holdings
Japan
$449K +$454K +10,797 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$435K -$67.9K -1,613 -13%
Lazard Asset Management
186
Lazard Asset Management
New York
$433K +$97.7K +2,323 +29%
DTL
187
Dynamic Technology Lab
Singapore
$428K +$432K +10,280 New
ProShare Advisors
188
ProShare Advisors
Maryland
$428K -$11.7K -279 -3%
Sumitomo Mitsui Trust Group
189
Sumitomo Mitsui Trust Group
Japan
$426K -$67.3K -1,600 -14%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$418K -$64.8K -1,540 -13%
XT
191
XTX Topco
Cayman Islands
$411K +$416K +9,882 New
Verition Fund Management
192
Verition Fund Management
Connecticut
$385K +$390K +9,259 New
MCI
193
MRP Capital Investments
Georgia
$385K +$838K +19,920 New
Capstone Investment Advisors
194
Capstone Investment Advisors
New York
$363K +$368K +8,739 New
FRM
195
Fox Run Management
Connecticut
$358K +$363K +8,618 New
NA
196
NewEdge Advisors
Louisiana
$358K -$612K -14,556 -63%
NSEDCP
197
NJ State Employees Deferred Compensation Plan
New Jersey
$337K
Creative Planning
198
Creative Planning
Kansas
$330K +$60.1K +1,429 +22%
Pictet Asset Management
199
Pictet Asset Management
Switzerland
$301K +$304K +7,229 New
I
200
InceptionR
California
$288K +$16.6K +394 +6%

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.