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Yext
YEXT

59 hedge funds and large institutions have $347M invested in Yext in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.35% less ownership

Funds ownership: 29.3% → 28.95% (-0.35%)

1% less capital invested

Capital invested by funds: $352M → $347M (-$4.72M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 60 → 59 (-1)

96% less call options, than puts

Call options by funds: $15K | Put options by funds: $359K

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
18
Reduced
8
Closed
14
Calls
$15K
Puts
$359K
Net Calls
-$344K
Net Calls Change
-$344K

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$5.37M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.3M
3
BAMCO Inc
BAMCO Inc
New York
+$2.95M
4
Axa
Axa
France
+$1.59M
5
GJCM
Grand Jean Capital Management
California
+$1.17M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$4.22M
3
ZP
Zimmer Partners
New York
-$2.69M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.53M
5
LCM
Laurion Capital Management
New York
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$398K – – –
SG Americas Securities
27
SG Americas Securities
New York
$354K +$353K +26,643 New
Capstone Investment Advisors
28
Capstone Investment Advisors
New York
$332K +$332K +25,000 New
State Board of Administration of Florida Retirement System
29
State Board of Administration of Florida Retirement System
Florida
$308K – – –
BOTOTLSJU
30
Board of Trustees of The Leland Stanford Junior University
California
$288K – – –
TA
31
Teachers Advisors
New York
$284K – – –
KCM
32
Kornitzer Capital Management
Kansas
$279K – – –
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$264K -$21.2K -1,600 -7%
Bank of America
34
Bank of America
North Carolina
$231K +$55.3K +4,169 +32%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$225K +$125K +9,431 +126%
SPM
36
Symmetry Peak Management
Pennsylvania
$223K +$223K +16,823 New
Wells Fargo
37
Wells Fargo
California
$200K +$199K +14,975 +29,950%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$173K – – –
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$169K +$5.37K +405 +3%
Deutsche Bank
40
Deutsche Bank
Germany
$146K -$154K -11,598 -51%
Goldman Sachs
41
Goldman Sachs
New York
$137K +$136K +10,287 New
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117K +$116K +8,769 New
AIG
43
American International Group
New York
$108K +$8.05K +607 +8%
NFA
44
Nationwide Fund Advisors
Ohio
$98K – – –
Simplex Trading
45
Simplex Trading
Illinois
$53K +$53K +4,000 New
SO
46
STRS Ohio
Ohio
$46K – – –
Legal & General Group
47
Legal & General Group
United Kingdom
$23K – – –
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$18.8K – – –
AG
49
Advisor Group
Arizona
$17K +$16.3K +1,226 +1,238%
AIP
50
Ameritas Investment Partners
Nebraska
$13K – – –
1
2
3

YEXT Hedge Fund Activity: Q3 2017 in Review

59 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2017, worth a combined $347M — down 1.3% from $352M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of YEXT and 13 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 18 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $5.37M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $9M sold.

  • 59 institutional investors held Yext (YEXT) as of Q3 2017, down from 60 in Q2 2017.
  • Funds reported $347M of Yext stock for Q3 2017, down 1.3% quarter-over-quarter.
  • 13 funds opened new Yext positions in Q3 2017 and 14 closed out, a net change of -1 holder.
  • The largest Yext buyer in Q3 2017 was Massachusetts Financial Services, an estimated $5.37M added.
  • The largest Yext seller in Q3 2017 was Adage Capital Partners, an estimated $9M sold.

Based on aggregated 13F filings for Q3 2017.