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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
BlackRock
1
BlackRock
New York
$381M +$10.6M +321,414 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$314M +$19.1M +577,514 +7%
PGP
3
Prescott General Partners
Florida
$98.7M
Fisher Asset Management
4
Fisher Asset Management
Washington
$97.4M -$1.28M -38,595 -1%
State Street
5
State Street
Massachusetts
$89.6M +$4.08M +123,355 +5%
Invesco
6
Invesco
Georgia
$77.2M -$1.03M -31,177 -1%
TGM
7
Tenzing Global Management
California
$67.8M +$1.65M +50,000 +3%
RRAM
8
River Road Asset Management
Kentucky
$66.9M -$3.73M -112,844 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$64.5M +$2.88M +87,039 +5%
Macquarie Group
10
Macquarie Group
Australia
$62M +$718K +21,699 +1%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$61.1M -$3.5M -105,621 -6%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$54.3M -$7.34M -221,706 -12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$40.2M +$1.65M +49,732 +4%
UBS Group
14
UBS Group
Switzerland
$37M +$8.03M +242,696 +29%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$35.8M +$5.88M +177,678 +20%
Charles Schwab
16
Charles Schwab
California
$30.6M +$1.45M +43,794 +5%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$29.6M -$7.45M -225,291 -21%
Man Group
18
Man Group
United Kingdom
$26.7M +$26.1M +787,831 New
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.6M -$37.2K -1,124 -0.1%
Northern Trust
20
Northern Trust
Illinois
$26M +$279K +8,427 +1%
N
21
Nuveen
North Carolina
$25.1M +$6.41M +193,702 +35%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$24.9M +$2.61M +78,908 +12%
Norges Bank
23
Norges Bank
Norway
$22.8M -$79.1K -2,391 -0.4%
Renaissance Technologies
24
Renaissance Technologies
New York
$21.2M +$3.2M +96,600 +18%
GIG
25
Goodnow Investment Group
Connecticut
$20.6M +$8.93K +270 +0%

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.