Yelp
YELP
244 hedge funds and large institutions have $1.92B invested in Yelp in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 89 reducing their positions, and 29 closing their positions.
14% more capital invested
Capital invested by funds: $1.68B → $1.92B (+$233M)
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
0% more funds holding
Funds holding: 243 → 244 (+1)
6% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 89
2.45% less ownership
Funds ownership: 91.12% → 88.67% (-2.4%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
26% less call options, than puts
Call options by funds: $14.4M | Put options by funds: $19.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$17.4M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$12.5M |
| 3 |
SG Americas Securities
New York
|
+$4.18M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$3.53M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
-$22.4M |
| 2 |
Millennium Management
New York
|
-$16.7M |
| 3 |
PGP
Prescott General Partners
Boca Raton,
Florida
|
-$16.5M |
| 4 |
TGM
Tenzing Global Management
San Francisco,
California
|
-$12M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$7.24M |
YELP Hedge Fund Activity: Q1 2023 in Review
244 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q1 2023, worth a combined $1.92B — up 14% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new YELP positions and 29 closed out — a net gain of 4 holders — while 84 added to existing stakes and 89 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $17.4M. The largest seller was Man Group, exiting entirely with an estimated $22.4M sold.
- 244 institutional investors held Yelp (YELP) as of Q1 2023, up from 243 in Q4 2022.
- Funds reported $1.92B of Yelp stock for Q1 2023, up 14% quarter-over-quarter.
- 33 funds opened new Yelp positions in Q1 2023 and 29 closed out, a net change of +4 holders.
- The largest Yelp buyer in Q1 2023 was Arrowstreet Capital, an estimated $17.4M added.
- The largest Yelp seller in Q1 2023 was Man Group, an estimated $22.4M sold.
Based on aggregated 13F filings for Q1 2023.