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Yext
YEXT

151 hedge funds and large institutions have $1.38B invested in Yext in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.4M

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $1.28B → $1.38B (+$105M)

6% more funds holding

Funds holding: 143 → 151 (+8)

1.81% more ownership

Funds ownership: 70.46% → 72.27% (+1.8%)

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
52
Reduced
48
Closed
18
Calls
$30.9M
Puts
$10.4M
Net Calls
+$20.5M
Net Calls Change
+$26.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$198M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$12M
3
BlackRock
BlackRock
New York
+$11.6M
4
NIM
Needham Investment Management
New York
+$7.7M
5
ClearBridge Investments
ClearBridge Investments
New York
+$4.16M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$120M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$14.8M
3
IFA
Invus Financial Advisors
New York
-$13.9M
4
CIP
Champlain Investment Partners
Vermont
-$11.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$4.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$3.46M -$2.4M -140,330 -39%
Wells Fargo
27
Wells Fargo
California
$3.33M +$93.6K +5,471 +3%
AllianceBernstein
28
AllianceBernstein
Tennessee
$3.31M -$137K -8,000 -4%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$3.15M -$169K -9,909 -5%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$3.14M +$3.42M +199,876 New
Legal & General Group
31
Legal & General Group
United Kingdom
$3.12M +$1.15M +67,182 +51%
Bank of America
32
Bank of America
North Carolina
$3.12M -$533K -31,184 -14%
CCPM
33
Cooper Creek Partners Management
New York
$3.1M +$3.38M +197,520 New
Swiss National Bank
34
Swiss National Bank
Switzerland
$2.93M – – –
EVM
35
Eaton Vance Management
Massachusetts
$2.8M – – –
Morgan Stanley
36
Morgan Stanley
New York
$2.75M +$1.66M +96,856 +124%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.71M +$1.41M +82,585 +92%
TRSOTSOK
38
Teachers Retirement System of the State of Kentucky
Kentucky
$2.68M – – –
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$2.45M +$48.5K +2,837 +2%
JP Morgan Chase
40
JP Morgan Chase
New York
$2.36M +$931K +54,422 +57%
PP
41
PDT Partners
New York
$2.13M +$573K +33,498 +33%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.01M -$7.95K -465 -0.4%
State of New Jersey Common Pension Fund D
43
State of New Jersey Common Pension Fund D
New Jersey
$1.88M -$83.8K -4,899 -4%
STA
44
Summit Trail Advisors
New York
$1.83M +$1.99M +116,155 New
HP
45
Harbourvest Partners
Massachusetts
$1.81M – – –
CS
46
Credit Suisse
Switzerland
$1.72M +$660K +38,584 +55%
OC
47
Oppenheimer & Co
New York
$1.69M -$5.03K -294 -0.3%
Walleye Trading
48
Walleye Trading
New York
$1.61M -$1.8M -105,347 -51%
Deutsche Bank
49
Deutsche Bank
Germany
$1.58M +$512K +29,924 +43%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.5M -$5.13K -300 -0.3%
1
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YEXT Hedge Fund Activity: Q4 2020 in Review

151 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2020, worth a combined $1.38B — up 8.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new YEXT positions and 18 closed out — a net gain of 10 holders — while 52 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $198M. The largest seller was Capital World Investors, exiting entirely with an estimated $120M sold.

  • 151 institutional investors held Yext (YEXT) as of Q4 2020, up from 143 in Q3 2020.
  • Funds reported $1.38B of Yext stock for Q4 2020, up 8.2% quarter-over-quarter.
  • 28 funds opened new Yext positions in Q4 2020 and 18 closed out, a net change of +10 holders.
  • The largest Yext buyer in Q4 2020 was Fidelity Investments, an estimated $198M added.
  • The largest Yext seller in Q4 2020 was Capital World Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2020.