Yelp
YELP
298 hedge funds and large institutions have $3.04B 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.
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
15% more capital invested
Capital invested by funds: $2.64B → $3.04B (+$401M)
8% more funds holding
Funds holding: 276 → 298 (+22)
3.31% more ownership
Funds ownership: 90.43% → 93.74% (+3.3%)
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: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
+$53M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.2M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$21.3M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$15.3M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$15.1M |
| 2 |
Millennium Management
New York
|
-$11.1M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$10.3M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$9.42M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$7.61M |
YELP Hedge Fund Activity: Q4 2023 in Review
298 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q4 2023, worth a combined $3.04B — up 15% 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 $3.04B of Yelp stock for Q4 2023, up 15% 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.