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298 hedge funds and large institutions have $3.09B invested in Yelp in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

84% more call options, than puts

Call options by funds: $92.2M | Put options by funds: $50.2M

17% more capital invested

Capital invested by funds: $2.64B → $3.09B (+$449M)

8% more funds holding

Funds holding: 276298 (+22)

4.77% more ownership

Funds ownership: 90.43%95.2% (+4.8%)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
298
Holders Change
+22
Holders Change %
+7.97%
% of All Funds
4.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
103
Reduced
102
Closed
27
Calls
$92.2M
Puts
$50.2M
Net Calls
+$41.9M
Net Calls Change
+$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
201
Point72 Hong Kong
Hong Kong
$316K +$295K +6,679 New
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$311K -$172K -3,893 -37%
SDIC
203
South Dakota Investment Council
South Dakota
$308K
WA
204
Wealthstar Advisors
Texas
$305K +$284K +6,437 New
Truist Financial
205
Truist Financial
North Carolina
$302K -$3.93K -89 -1%
EI
206
Ethic Inc
New York
$293K +$42K +951 +18%
OWA
207
One Wealth Advisors
California
$293K +$273K +6,186 New
VPIM
208
Vanguard Personalized Indexing Management
California
$288K +$53K +1,201 +25%
OCBCO
209
Oversea-Chinese Banking Corp (OCBC)
Singapore
$283K +$264K +5,988 New
AA
210
AlphaQ Advisors
Florida
$283K +$264K +5,974 New
Corient Private Wealth
211
Corient Private Wealth
Florida
$276K
CGH
212
Crossmark Global Holdings
Texas
$264K -$6.71K -152 -3%
Wolverine Trading
213
Wolverine Trading
Illinois
$261K +$243K +5,503 New
ET
214
Entropy Technologies
New York
$257K +$240K +5,433 New
NFSG
215
Newbridge Financial Services Group
Florida
$253K
CCIA
216
Campbell & Co Investment Adviser
Maryland
$249K -$433K -9,814 -65%
APG Asset Management
217
APG Asset Management
Netherlands
$249K -$5.28M -119,700 -95%
DM
218
Deerfield Management
New York
$247K +$231K +5,227 New
VI
219
Vestcor Inc
New Brunswick, Canada
$245K +$228K +5,170 New
Pathstone Holdings
220
Pathstone Holdings
New Jersey
$241K +$224K +5,085 New
Verition Fund Management
221
Verition Fund Management
Connecticut
$230K -$194K -4,392 -47%
PCM
222
Prelude Capital Management
New York
$230K +$215K +4,865 New
BC
223
Bridgefront Capital
Texas
$227K +$212K +4,795 New
FRM
224
Fox Run Management
Connecticut
$213K -$182K -4,124 -48%
ECM
225
Evergreen Capital Management
Washington
$204K +$190K +4,307 New

YELP Hedge Fund Activity: Q4 2023 in Review

298 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q4 2023, worth a combined $3.09B — up 17% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new YELP positions and 27 closed out — a net gain of 26 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $53M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $15.1M.

  • 298 institutional investors held Yelp (YELP) as of Q4 2023, up from 276 in Q3 2023.
  • Funds reported $3.09B of Yelp stock for Q4 2023, up 17% quarter-over-quarter.
  • 53 funds opened new Yelp positions in Q4 2023 and 27 closed out, a net change of +26 holders.
  • The largest Yelp buyer in Q4 2023 was Man Group, an estimated $53M added.
  • The largest Yelp seller in Q4 2023 was Jacobs Levy Equity Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2023.