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233 hedge funds and large institutions have $2.21B invested in Yelp in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 87 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

19% more capital invested

Capital invested by funds: $1.86B → $2.21B (+$348M)

13% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 77

5% more funds holding

Funds holding: 221233 (+12)

0.61% less ownership

Funds ownership: 93.55%92.94% (-0.61%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less call options, than puts

Call options by funds: $21.1M | Put options by funds: $26.5M

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
4.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
42
Increased
87
Reduced
77
Closed
30
Calls
$21.1M
Puts
$26.5M
Net Calls
-$5.33M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$18K +$13.1K +397 +278%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$15K -$33 -1 -0.2%
MAM
203
Meeder Asset Management
Ohio
$13K +$364 +11 +3%
AF
204
Allworth Financial
California
$10K -$14.9K -449 -61%
VCM
205
Versant Capital Management
Arizona
$9K +$8.31K +251 New
LFG
206
Larson Financial Group
Missouri
$8K
TFGT
207
TS Financial Group (TSFG)
Illinois
$8K
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$6K
BIA
209
Bell Investment Advisors
California
$6K +$1.46K +44 +36%
AFG
210
Albion Financial Group
Utah
$5K
HR
211
Howe & Rusling
New York
$5K
APA
212
American Portfolios Advisors
New York
$4K
GWSG
213
GPS Wealth Strategies Group
Colorado
$4K
HCP
214
Hexagon Capital Partners
Arkansas
$4K +$3.97K +120 New
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$3.73K -$1.81M -54,721 -34%
CA
216
Crewe Advisors
Utah
$3K
Barrow, Hanley, Mewhinney & Strauss
217
Barrow, Hanley, Mewhinney & Strauss
Texas
$2K
LC
218
Lindbrook Capital
California
$2K +$232 +7 +11%
MCM
219
Manchester Capital Management
Vermont
$2K +$430 +13 +34%
GRP
220
Global Retirement Partners
California
$2K +$1.42K +43 +226%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$2K +$1.59K +48 New
VNA
222
Valley National Advisers
Pennsylvania
$1K
C
223
Covestor
United Kingdom
$1K +$331 +10 +91%
JWA
224
JFS Wealth Advisors
Pennsylvania
$1K +$331 +10 +91%
SC
225
Schubert & Co
Texas
$1K +$430 +13 +59%

YELP Hedge Fund Activity: Q3 2022 in Review

233 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q3 2022, worth a combined $2.21B — up 19% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new YELP positions and 30 closed out — a net gain of 12 holders — while 87 added to existing stakes and 77 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $26.1M. The largest seller was AQR Capital Management, cutting an estimated $39M.

  • 233 institutional investors held Yelp (YELP) as of Q3 2022, up from 221 in Q2 2022.
  • Funds reported $2.21B of Yelp stock for Q3 2022, up 19% quarter-over-quarter.
  • 42 funds opened new Yelp positions in Q3 2022 and 30 closed out, a net change of +12 holders.
  • The largest Yelp buyer in Q3 2022 was Man Group, an estimated $26.1M added.
  • The largest Yelp seller in Q3 2022 was AQR Capital Management, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2022.