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Yext
YEXT

78 hedge funds and large institutions have $426M invested in Yext in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 4 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

825% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 4

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

32% more funds holding

Funds holding: 59 → 78 (+19)

23% more capital invested

Capital invested by funds: $347M → $426M (+$78.8M)

9.84% more ownership

Funds ownership: 28.95% → 38.79% (+9.8%)

73% less call options, than puts

Call options by funds: $104K | Put options by funds: $391K

Holders
78
Holders Change
+19
Holders Change %
+32.2%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
29
Increased
37
Reduced
4
Closed
10
Calls
$104K
Puts
$391K
Net Calls
-$287K
Net Calls Change
+$57K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$19.5M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$12.5M
4
SRFM
Shannon River Fund Management
New York
+$12.5M
5
GJCM
Grand Jean Capital Management
California
+$6.68M

Top Sellers

1
PCOC
Power Corp of Canada
Canada
-$8.83M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.73M
3
SIM
Spark Investment Management
New York
-$1.6M
4
JG
Jefferies Group
New York
-$664K
5
Norges Bank
Norges Bank
Norway
-$664K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
Royce & Associates
New York
$890K +$927K +74,000 New
Charles Schwab
27
Charles Schwab
California
$787K +$271K +21,628 +49%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$783K +$384K +30,608 +89%
Swiss National Bank
29
Swiss National Bank
Switzerland
$647K +$674K +53,800 New
Deutsche Bank
30
Deutsche Bank
Germany
$631K +$518K +41,360 +370%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$602K -$251K -20,000 -29%
TA
32
Teachers Advisors
New York
$588K +$345K +27,528 +129%
TCIM
33
TIAA CREF Investment Management
New York
$584K +$205K +16,366 +51%
Wells Fargo
34
Wells Fargo
California
$492K +$324K +25,853 +172%
KCM
35
Kornitzer Capital Management
Kansas
$469K +$226K +18,000 +86%
LMGAM
36
Liberty Mutual Group Asset Management
Massachusetts
$422K +$439K +35,048 New
CS
37
Credit Suisse
Switzerland
$410K +$428K +34,118 New
QSS
38
Quantitative Systematic Strategies
Florida
$391K +$407K +32,482 New
Barclays
39
Barclays
United Kingdom
$367K +$379K +30,254 +9,697%
Bank of America
40
Bank of America
North Carolina
$349K +$147K +11,751 +68%
VF
41
Virtu Financial
New York
$345K +$359K +28,684 New
Capstone Investment Advisors
42
Capstone Investment Advisors
New York
$329K +$30.1K +2,400 +10%
SG Americas Securities
43
SG Americas Securities
New York
$279K -$43.5K -3,472 -13%
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$279K – – –
MF
45
Magnetar Financial
Illinois
$275K +$287K +22,893 New
BOTOTLSJU
46
Board of Trustees of The Leland Stanford Junior University
California
$261K – – –
Neuberger Berman Group
47
Neuberger Berman Group
New York
$253K +$264K +21,029 New
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$249K +$260K +20,709 New
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$242K +$142K +11,335 +129%
SSA
50
Schonfeld Strategic Advisors
New York
$224K +$234K +18,683 New
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YEXT Hedge Fund Activity: Q4 2017 in Review

78 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2017, worth a combined $426M — up 23% from $347M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new YEXT positions and 10 closed out — a net gain of 19 holders — while 37 added to existing stakes and 4 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $32.3M. The largest seller was Power Corp of Canada, cutting an estimated $8.83M.

  • 78 institutional investors held Yext (YEXT) as of Q4 2017, up from 59 in Q3 2017.
  • Funds reported $426M of Yext stock for Q4 2017, up 23% quarter-over-quarter.
  • 29 funds opened new Yext positions in Q4 2017 and 10 closed out, a net change of +19 holders.
  • The largest Yext buyer in Q4 2017 was Fidelity Investments, an estimated $32.3M added.
  • The largest Yext seller in Q4 2017 was Power Corp of Canada, an estimated $8.83M sold.

Based on aggregated 13F filings for Q4 2017.