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283 hedge funds and large institutions have $2.49B invested in Yelp in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $41M | Put options by funds: $33.7M

2.48% less ownership

Funds ownership: 95.2%92.72% (-2.5%)

5% less funds holding

Funds holding: 298283 (-15)

13% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 112

19% less capital invested

Capital invested by funds: $3.09B → $2.49B (-$593M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

28% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 50

Holders
283
Holders Change
-15
Holders Change %
-5.03%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
97
Reduced
112
Closed
50
Calls
$41M
Puts
$33.7M
Net Calls
+$7.33M
Net Calls Change
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
201
One Wealth Advisors
California
$256K +$13K +314 +5%
Truist Financial
202
Truist Financial
North Carolina
$250K -$1.12K -27 -0.4%
SDIC
203
South Dakota Investment Council
South Dakota
$240K -$16.6K -400 -6%
VPIM
204
Vanguard Personalized Indexing Management
California
$239K -$539 -13 -0.2%
VT
205
Vise Technologies
New York
$236K +$248K +5,992 New
OCBCO
206
Oversea-Chinese Banking Corp (OCBC)
Singapore
$236K
DA
207
Duality Advisers
Florida
$235K +$248K +5,972 New
Corient Private Wealth
208
Corient Private Wealth
Florida
$230K +$829 +20 +0.3%
GCM
209
Gallacher Capital Management
Colorado
$226K +$238K +5,737 New
CGH
210
Crossmark Global Holdings
Texas
$215K -$4.81K -116 -2%
NFSG
211
Newbridge Financial Services Group
Florida
$205K -$6.22K -150 -3%
SOW
212
State of Wyoming
Wyoming
$205K -$179K -4,328 -45%
VI
213
Vestcor Inc
New Brunswick, Canada
$204K
NSIM
214
North Star Investment Management
Illinois
$158K
Allspring Global Investments
215
Allspring Global Investments
North Carolina
$151K -$343K -8,285 -68%
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$144K +$19.7K +475 +15%
MLICM
217
Metropolitan Life Insurance Company (MetLife)
New York
$136K -$17.4K -419 -11%
C
218
Covestor
United Kingdom
$135K -$5.84K -141 -4%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$126K +$132K +3,187 New
BONH
220
Bank of New Hampshire
New Hampshire
$100K -$38K -917 -26%
GCM
221
Gladius Capital Management
Illinois
$83K -$30.2K -729 -26%
SWS
222
SYSTM Wealth Solutions
Illinois
$80.2K +$21.3K +515 +34%
KBC Group
223
KBC Group
Belgium
$72K
HT
224
Headlands Technologies
Illinois
$69.6K +$73.2K +1,766 New
QCG
225
Quadrant Capital Group
Ohio
$66.1K -$25.6K -617 -27%

YELP Hedge Fund Activity: Q1 2024 in Review

283 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q1 2024, worth a combined $2.49B — down 19% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of YELP and 36 opened new positions — a net loss of 14 holders — while 112 trimmed existing stakes and 97 added.

The largest buyer was Pacer Advisors, adding an estimated $56.7M. The largest seller was Morgan Stanley, cutting an estimated $50.1M.

  • 283 institutional investors held Yelp (YELP) as of Q1 2024, down from 298 in Q4 2023.
  • Funds reported $2.49B of Yelp stock for Q1 2024, down 19% quarter-over-quarter.
  • 36 funds opened new Yelp positions in Q1 2024 and 50 closed out, a net change of -14 holders.
  • The largest Yelp buyer in Q1 2024 was Pacer Advisors, an estimated $56.7M added.
  • The largest Yelp seller in Q1 2024 was Morgan Stanley, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2024.