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81 hedge funds and large institutions have $562M invested in Yext in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

32% more capital invested

Capital invested by funds: $426M → $562M (+$137M)

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

8.39% more ownership

Funds ownership: 38.79%47.18% (+8.4%)

4% more funds holding

Funds holding: 7881 (+3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

72% less call options, than puts

Call options by funds: $63K | Put options by funds: $228K

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
22
Increased
32
Reduced
9
Closed
18
Calls
$63K
Puts
$228K
Net Calls
-$165K
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$255K +$246K +20,197 New
Walleye Trading
52
Walleye Trading
New York
$231K +$222K +18,252 New
UBS Group
53
UBS Group
Switzerland
$222K +$63.4K +5,217 +42%
BOTOTLSJU
54
Board of Trustees of The Leland Stanford Junior University
California
$192K -$79.1K -6,505 -30%
AIG
55
American International Group
New York
$192K -$7.39K -608 -4%
DLHL
56
Donald L. Hagan LLC
Florida
$189K
MC
57
Menta Capital
California
$186K +$179K +14,707 New
DAS
58
Dynamic Advisor Solutions
Arizona
$184K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$182K -$32.8K -2,696 -16%
BTS
60
BB&T Securities
Virginia
$180K +$174K +14,300 New
MIM
61
MetLife Investment Management
New Jersey
$148K
SSA
62
Schonfeld Strategic Advisors
New York
$127K -$105K -8,666 -46%
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$101K
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.1K
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$71.8K +$2.47K +203 +4%
NFAM
66
North Fourth Asset Management
New Jersey
$63K +$60.8K +5,000 New
JP Morgan Chase
67
JP Morgan Chase
New York
$61K -$41.9K -3,450 -42%
CG
68
Cutler Group
California
$61K +$47K +3,863 +386%
Legal & General Group
69
Legal & General Group
United Kingdom
$52K
Canada Life
70
Canada Life
Manitoba, Canada
$50K
Citigroup
71
Citigroup
New York
$45K +$5.29K +435 +14%
AIP
72
Ameritas Investment Partners
Nebraska
$25K
PA
73
Parallel Advisors
California
$19K +$6.08K +500 +50%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$11K +$10.4K +853 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$10K +$4.34K +357 +80%

YEXT Hedge Fund Activity: Q1 2018 in Review

81 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2018, worth a combined $562M — up 32% from $426M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YEXT positions and 18 closed out — a net gain of 4 holders — while 32 added to existing stakes and 9 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $69.6M. The largest seller was Fidelity Investments, cutting an estimated $15.2M.

  • 81 institutional investors held Yext (YEXT) as of Q1 2018, up from 78 in Q4 2017.
  • Funds reported $562M of Yext stock for Q1 2018, up 32% quarter-over-quarter.
  • 22 funds opened new Yext positions in Q1 2018 and 18 closed out, a net change of +4 holders.
  • The largest Yext buyer in Q1 2018 was Capital World Investors, an estimated $69.6M added.
  • The largest Yext seller in Q1 2018 was Fidelity Investments, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2018.