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Yext
YEXT

121 hedge funds and large institutions have $837M invested in Yext in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $3.88M | Put options by funds: $1.55M

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

0.85% more ownership

Funds ownership: 70.01% → 70.86% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

5% less funds holding

Funds holding: 127 → 121 (-6)

28% less capital invested

Capital invested by funds: $1.16B → $837M (-$323M)

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
43
Reduced
30
Closed
27
Calls
$3.88M
Puts
$1.55M
Net Calls
+$2.34M
Net Calls Change
+$3.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$7.4M
3
CIP
Champlain Investment Partners
Vermont
+$7.38M
4
Capital World Investors
Capital World Investors
California
+$4.35M
5
Millennium Management
Millennium Management
New York
+$3.21M

Top Sellers

1
BAMCO Inc
BAMCO Inc
New York
-$10.6M
2
CCM
Cota Capital Management
California
-$9.34M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$7.82M
4
Axa
Axa
France
-$7.57M
5
PCM
Portolan Capital Management
Massachusetts
-$5.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$665K -$7.83K -546 -0.9%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$623K +$69.8K +4,867 +9%
Morgan Stanley
53
Morgan Stanley
New York
$599K -$2.77M -193,167 -77%
AIG
54
American International Group
New York
$581K -$31.7K -2,211 -4%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$576K -$66.7K -4,651 -8%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$553K -$147K -10,243 -16%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$488K -$536K -37,376 -44%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$477K +$21K +1,463 +3%
KCM
59
Kornitzer Capital Management
Kansas
$428K – – –
MIM
60
MetLife Investment Management
New Jersey
$423K – – –
DT
61
Diversified Trust
Tennessee
$389K +$74.6K +5,200 +16%
Citigroup
62
Citigroup
New York
$389K +$155K +10,834 +40%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$368K +$99.6K +6,947 +24%
Canada Life
64
Canada Life
Manitoba, Canada
$360K +$331K +23,083 +188%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$356K – – –
Deutsche Bank
66
Deutsche Bank
Germany
$355K -$821K -57,233 -62%
PC
67
PA Capital
Virginia
$347K -$528K -36,841 -52%
JP Morgan Chase
68
JP Morgan Chase
New York
$317K +$10.9K +759 +2%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$311K +$21.7K +1,514 +5%
Victory Capital Management
70
Victory Capital Management
Texas
$284K +$185K +12,879 +86%
WC
71
Weil Company
California
$284K +$400K +27,902 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$282K +$397K +27,666 New
MSL
73
Mackay Shields LLC
New York
$273K +$384K +26,800 New
CC
74
Cipher Capital
New York
$255K +$360K +25,063 New
AIM
75
AIA Investment Management
Singapore
$240K +$339K +23,600 New
1 2
3
4 5

YEXT Hedge Fund Activity: Q1 2020 in Review

121 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2020, worth a combined $837M — down 28% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of YEXT and 25 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 43 added.

The largest buyer was Fidelity Investments, adding an estimated $51.1M. The largest seller was BAMCO Inc, cutting an estimated $10.6M.

  • 121 institutional investors held Yext (YEXT) as of Q1 2020, down from 127 in Q4 2019.
  • Funds reported $837M of Yext stock for Q1 2020, down 28% quarter-over-quarter.
  • 25 funds opened new Yext positions in Q1 2020 and 27 closed out, a net change of -2 holders.
  • The largest Yext buyer in Q1 2020 was Fidelity Investments, an estimated $51.1M added.
  • The largest Yext seller in Q1 2020 was BAMCO Inc, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2020.