We are live on ! Find out more

223 hedge funds and large institutions have $1.21B invested in Yelp in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

0.25% more ownership

Funds ownership: 93.48%93.72% (+0.25%)

15% less funds holding

Funds holding: 262223 (-39)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

47% less capital invested

Capital invested by funds: $2.29B → $1.21B (-$1.07B)

47% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $27.6M

57% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 63

Holders
223
Holders Change
-39
Holders Change %
-14.89%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
27
Increased
83
Reduced
73
Closed
63
Calls
$14.5M
Puts
$27.6M
Net Calls
-$13.1M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$151M -$21.1M -694,917 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$116M +$3.66M +120,275 +2%
PGP
3
Prescott General Partners
Florida
$102M +$21.1M +694,990 +14%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$64.2M +$16.4M +541,014 +18%
Boston Partners
5
Boston Partners
Massachusetts
$50.4M +$1.41M +46,511 +2%
Fisher Asset Management
6
Fisher Asset Management
Washington
$47.7M -$5.64M -185,583 -7%
State Street
7
State Street
Massachusetts
$39.2M +$1.67M +54,788 +3%
RRAM
8
River Road Asset Management
Kentucky
$32.1M +$8.82M +290,074 +19%
Macquarie Group
9
Macquarie Group
Australia
$27.2M +$9.21M +303,020 +25%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$23.9M +$1.88M +61,789 +5%
SCM
11
Steadfast Capital Management
New York
$23.8M +$40.1M +1,318,000 New
TGM
12
Tenzing Global Management
California
$22.5M +$14.4M +475,000 +61%
Northern Trust
13
Northern Trust
Illinois
$19.8M +$359K +11,810 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$19.5M +$687K +22,587 +2%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$18.7M +$6.45M +212,118 +26%
UBS AM
16
UBS AM
Illinois
$17.9M +$3.71M +122,081 +14%
GIG
17
Goodnow Investment Group
Connecticut
$15.8M +$3.13M +103,020 +13%
RCAMU
18
Rothschild & Co Asset Management US
Connecticut
$15.5M -$2.88M -94,736 -10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$15.3M -$1.36M -44,823 -5%
Norges Bank
20
Norges Bank
Norway
$14.5M
ClearBridge Investments
21
ClearBridge Investments
New York
$13.7M -$8.46M -278,180 -27%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$13.1M +$5.3M +174,258 +32%
Morgan Stanley
23
Morgan Stanley
New York
$12.9M +$9.13M +300,350 +73%
JP Morgan Chase
24
JP Morgan Chase
New York
$12.2M +$764K +25,134 +4%
PCA
25
Personal Capital Advisors
California
$11.9M +$1.67M +54,985 +9%

YELP Hedge Fund Activity: Q1 2020 in Review

223 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q1 2020, worth a combined $1.21B — down 47% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of YELP and 27 opened new positions — a net loss of 36 holders — while 73 trimmed existing stakes and 83 added.

The largest buyer was Steadfast Capital Management, opening a new position worth an estimated $40.1M. The largest seller was BlackRock, cutting an estimated $21.1M.

  • 223 institutional investors held Yelp (YELP) as of Q1 2020, down from 262 in Q4 2019.
  • Funds reported $1.21B of Yelp stock for Q1 2020, down 47% quarter-over-quarter.
  • 27 funds opened new Yelp positions in Q1 2020 and 63 closed out, a net change of -36 holders.
  • The largest Yelp buyer in Q1 2020 was Steadfast Capital Management, an estimated $40.1M added.
  • The largest Yelp seller in Q1 2020 was BlackRock, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2020.