We are live on ! Find out more

233 hedge funds and large institutions have $2.44B invested in Yelp in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 82 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $17.6M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.61% less ownership

Funds ownership: 89.77%89.17% (-0.61%)

2% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 82

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

2% less funds holding

Funds holding: 238233 (-5)

8% less capital invested

Capital invested by funds: $2.66B → $2.44B (-$221M)

Holders
233
Holders Change
-5
Holders Change %
-2.1%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
80
Reduced
82
Closed
34
Calls
$79.8M
Puts
$17.6M
Net Calls
+$62.2M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
201
Itau Unibanco Holding S.A.
Brazil
$57K +$19.8K +522 +52%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$55K -$9.32K -246 -14%
HIA
203
Harbor Investment Advisory
Maryland
$50K
PFBT
204
Parkside Financial Bank & Trust
Missouri
$48K +$833 +22 +2%
US Bancorp
205
US Bancorp
Minnesota
$46K +$17.8K +469 +63%
CG
206
Cutler Group
California
$40K +$33.4K +883 +453%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$24K +$11.4K +300 +86%
SGAM
208
Smith Group Asset Management
Texas
$15K +$15.2K +400 New
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$13K +$13.7K +361 New
GKWIM
210
Gerber Kawasaki Wealth & Investment Management
California
$12K +$12.5K +329 New
AF
211
Allworth Financial
California
$11K
KPCM
212
Kings Point Capital Management
New York
$11K
ST
213
Sageworth Trust
Pennsylvania
$11K
Baillie Gifford & Co
214
Baillie Gifford & Co
United Kingdom
$10K
LFG
215
Larson Financial Group
Missouri
$9K
TFGT
216
TS Financial Group (TSFG)
Illinois
$9K
JWM
217
Janiczek Wealth Management
Colorado
$9K +$3.83K +101 +75%
TWA
218
TCI Wealth Advisors
Arizona
$8K +$2.54K +67 +48%
HR
219
Howe & Rusling
New York
$7K
AFG
220
Albion Financial Group
Utah
$6K
APA
221
American Portfolios Advisors
New York
$5.81K -$127K -3,346 -96%
QCG
222
Quadrant Capital Group
Ohio
$5K +$606 +16 +14%
CFA
223
Cahill Financial Advisors
Minnesota
$5K +$5.49K +145 New
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$4K +$3.94K +104 New
BIA
225
Bell Investment Advisors
California
$2K +$2.08K +55 New

YELP Hedge Fund Activity: Q3 2021 in Review

233 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q3 2021, worth a combined $2.44B — down 8.3% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of YELP and 32 opened new positions — a net loss of 2 holders — while 82 trimmed existing stakes and 80 added.

The largest buyer was Acadian Asset Management, adding an estimated $30.5M. The largest seller was Prescott General Partners, cutting an estimated $41.3M.

  • 233 institutional investors held Yelp (YELP) as of Q3 2021, down from 238 in Q2 2021.
  • Funds reported $2.44B of Yelp stock for Q3 2021, down 8.3% quarter-over-quarter.
  • 32 funds opened new Yelp positions in Q3 2021 and 34 closed out, a net change of -2 holders.
  • The largest Yelp buyer in Q3 2021 was Acadian Asset Management, an estimated $30.5M added.
  • The largest Yelp seller in Q3 2021 was Prescott General Partners, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2021.