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246 hedge funds and large institutions have $2.25B invested in Yelp in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 92 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $37.4M | Put options by funds: $23.2M

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 233246 (+13)

3.15% less ownership

Funds ownership: 89.17%86.02% (-3.2%)

8% less capital invested

Capital invested by funds: $2.44B → $2.25B (-$195M)

14% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 92

Holders
246
Holders Change
+13
Holders Change %
+5.58%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
35
Increased
79
Reduced
92
Closed
22
Calls
$37.4M
Puts
$23.2M
Net Calls
+$14.2M
Net Calls Change
-$48M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$43K -$4.36K -116 -9%
Fidelity Investments
202
Fidelity Investments
Massachusetts
$29K +$5.37K +143 +22%
US Bancorp
203
US Bancorp
Minnesota
$28K -$16.1K -429 -35%
Manulife (Manufacturers Life Insurance)
204
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.1K -$413K -10,994 -2%
TSWM
205
Tyler-Stone Wealth Management
Ohio
$24K +$24.9K +664 New
NICM
206
Neo Ivy Capital Management
New York
$23K +$24K +639 New
CWP
207
Concord Wealth Partners
Virginia
$16K +$16.9K +450 New
SCA
208
Snowden Capital Advisors
New York
$15K +$16K +425 New
SGAM
209
Smith Group Asset Management
Texas
$14K
AF
210
Allworth Financial
California
$11K
KPCM
211
Kings Point Capital Management
New York
$11K
Baillie Gifford & Co
212
Baillie Gifford & Co
United Kingdom
$9K
LFG
213
Larson Financial Group
Missouri
$9K
TFGT
214
TS Financial Group (TSFG)
Illinois
$9K
JWM
215
Janiczek Wealth Management
Colorado
$8K -$901 -24 -10%
STCOSD
216
Sageworth Trust Company of South Dakota
South Dakota
$8K +$8.15K +217 New
MAM
217
Meeder Asset Management
Ohio
$7K -$157K -4,183 -96%
HR
218
Howe & Rusling
New York
$7K
TWA
219
TCI Wealth Advisors
Arizona
$5K -$2.85K -76 -37%
AFG
220
Albion Financial Group
Utah
$5K
GWSG
221
GPS Wealth Strategies Group
Colorado
$5K +$4.7K +125 New
APA
222
American Portfolios Advisors
New York
$4.28K -$1.43K -38 -24%
QCG
223
Quadrant Capital Group
Ohio
$4K -$601 -16 -12%
BIA
224
Bell Investment Advisors
California
$3K +$1.05K +28 +51%
DFCM
225
Dark Forest Capital Management
Puerto Rico
$3K +$3.42K +91 New

YELP Hedge Fund Activity: Q4 2021 in Review

246 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q4 2021, worth a combined $2.25B — down 8% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new YELP positions and 22 closed out — a net gain of 13 holders — while 79 added to existing stakes and 92 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $16.7M. The largest seller was Millennium Management, cutting an estimated $27.9M.

  • 246 institutional investors held Yelp (YELP) as of Q4 2021, up from 233 in Q3 2021.
  • Funds reported $2.25B of Yelp stock for Q4 2021, down 8% quarter-over-quarter.
  • 35 funds opened new Yelp positions in Q4 2021 and 22 closed out, a net change of +13 holders.
  • The largest Yelp buyer in Q4 2021 was Acadian Asset Management, an estimated $16.7M added.
  • The largest Yelp seller in Q4 2021 was Millennium Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2021.