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238 hedge funds and large institutions have $2.66B invested in Yelp in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $52.5M | Put options by funds: $21.9M

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

6% more capital invested

Capital invested by funds: $2.5B → $2.66B (+$162M)

6% more funds holding

Funds holding: 224238 (+14)

3.88% more ownership

Funds ownership: 85.89%89.77% (+3.9%)

2% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
238
Holders Change
+14
Holders Change %
+6.25%
% of All Funds
4.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
40
Increased
85
Reduced
83
Closed
25
Calls
$52.5M
Puts
$21.9M
Net Calls
+$30.5M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$328M -$15.4M -387,790 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$295M +$4.02M +101,396 +1%
PGP
3
Prescott General Partners
Florida
$196M -$9.92M -250,000 -5%
Fisher Asset Management
4
Fisher Asset Management
Washington
$144M -$6.29M -158,524 -4%
Boston Partners
5
Boston Partners
Massachusetts
$143M +$1.68M +42,433 +1%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$108M -$1.51M -38,077 -1%
Invesco
7
Invesco
Georgia
$97.5M +$9.92M +250,022 +11%
State Street
8
State Street
Massachusetts
$95.8M -$3.82M -96,187 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$65.4M +$1.27M +31,916 +2%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$64M +$2.51M +63,150 +4%
Macquarie Group
11
Macquarie Group
Australia
$62.8M +$1.05M +26,489 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$50.1M +$1.03M +26,034 +2%
AQR Capital Management
13
AQR Capital Management
Connecticut
$49.4M +$3.3M +83,107 +7%
TGM
14
Tenzing Global Management
California
$48M -$4.47M -112,500 -9%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$45.2M +$2.4M +60,400 +6%
Morgan Stanley
16
Morgan Stanley
New York
$45.2M +$42.4M +1,067,679 +1,703%
Northern Trust
17
Northern Trust
Illinois
$42.4M +$530K +13,357 +1%
Goldman Sachs
18
Goldman Sachs
New York
$38.4M +$18.6M +467,953 +95%
Federated Hermes
19
Federated Hermes
Pennsylvania
$38.3M +$17.8M +449,547 +88%
N
20
Nuveen
North Carolina
$34.5M -$1.36M -34,216 -4%
JP Morgan Chase
21
JP Morgan Chase
New York
$29.4M -$4.55M -114,679 -13%
Norges Bank
22
Norges Bank
Norway
$29.3M -$1.38M -34,836 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$29.1M -$601K -15,138 -2%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27M +$4.76M +120,014 +22%
Charles Schwab
25
Charles Schwab
California
$26M +$991K +24,964 +4%

YELP Hedge Fund Activity: Q2 2021 in Review

238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q2 2021, worth a combined $2.66B — up 6.5% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new YELP positions and 25 closed out — a net gain of 15 holders — while 85 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $42.4M. The largest seller was BlackRock, cutting an estimated $15.4M.

  • 238 institutional investors held Yelp (YELP) as of Q2 2021, up from 224 in Q1 2021.
  • Funds reported $2.66B of Yelp stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 40 funds opened new Yelp positions in Q2 2021 and 25 closed out, a net change of +15 holders.
  • The largest Yelp buyer in Q2 2021 was Morgan Stanley, an estimated $42.4M added.
  • The largest Yelp seller in Q2 2021 was BlackRock, an estimated $15.4M sold.

Based on aggregated 13F filings for Q2 2021.