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298 hedge funds and large institutions have $3.09B invested in Yelp in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

84% more call options, than puts

Call options by funds: $92.2M | Put options by funds: $50.2M

17% more capital invested

Capital invested by funds: $2.64B → $3.09B (+$449M)

8% more funds holding

Funds holding: 276298 (+22)

4.77% more ownership

Funds ownership: 90.43%95.2% (+4.8%)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
298
Holders Change
+22
Holders Change %
+7.97%
% of All Funds
4.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
103
Reduced
102
Closed
27
Calls
$92.2M
Puts
$50.2M
Net Calls
+$41.9M
Net Calls Change
+$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$587M +$6.36M +144,128 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$436M -$2.66M -60,357 -0.7%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$121M +$3.11M +70,578 +3%
State Street
4
State Street
Massachusetts
$119M -$279K -6,315 -0.3%
Morgan Stanley
5
Morgan Stanley
New York
$94.5M +$46M +1,042,877 +109%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$94.4M +$609K +13,790 +0.7%
Macquarie Group
7
Macquarie Group
Australia
$94.3M -$305K -6,916 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$73M +$7.86M +178,082 +13%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$64.6M -$1.32M -29,964 -2%
RRAM
10
River Road Asset Management
Kentucky
$63.6M -$5.45M -123,399 -8%
Pacer Advisors
11
Pacer Advisors
Pennsylvania
$57.5M +$21.3M +482,242 +66%
Man Group
12
Man Group
United Kingdom
$56.9M +$53M +1,201,337 New
N
13
Nuveen
North Carolina
$55.4M +$311K +7,052 +0.6%
Fisher Asset Management
14
Fisher Asset Management
Washington
$50.2M -$9.42M -213,397 -17%
Renaissance Technologies
15
Renaissance Technologies
New York
$48.7M +$7.46M +169,000 +20%
Charles Schwab
16
Charles Schwab
California
$48.3M +$552K +12,511 +1%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$47.8M -$4.06M -92,092 -8%
PGP
18
Prescott General Partners
Florida
$43.5M
Fidelity Investments
19
Fidelity Investments
Massachusetts
$36M +$27.2M +616,647 +431%
Northern Trust
20
Northern Trust
Illinois
$35.3M -$1.98M -44,947 -6%
JAM
21
Jupiter Asset Management
United Kingdom
$32.9M
GIG
22
Goodnow Investment Group
Connecticut
$30.4M +$350K +7,940 +1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$28.5M -$1.35M -30,693 -5%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.3M -$1.97M -44,541 -7%
Goldman Sachs
25
Goldman Sachs
New York
$22.7M -$6.16M -139,654 -23%

YELP Hedge Fund Activity: Q4 2023 in Review

298 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q4 2023, worth a combined $3.09B — up 17% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new YELP positions and 27 closed out — a net gain of 26 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $53M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $15.1M.

  • 298 institutional investors held Yelp (YELP) as of Q4 2023, up from 276 in Q3 2023.
  • Funds reported $3.09B of Yelp stock for Q4 2023, up 17% quarter-over-quarter.
  • 53 funds opened new Yelp positions in Q4 2023 and 27 closed out, a net change of +26 holders.
  • The largest Yelp buyer in Q4 2023 was Man Group, an estimated $53M added.
  • The largest Yelp seller in Q4 2023 was Jacobs Levy Equity Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2023.