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Yext
YEXT

143 hedge funds and large institutions have $1.28B invested in Yext in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.13% less ownership

Funds ownership: 71.58% → 70.46% (-1.1%)

2% less funds holding

Funds holding: 146 → 143 (-3)

9% less capital invested

Capital invested by funds: $1.4B → $1.28B (-$121M)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

54% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $10.6M

Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
50
Reduced
46
Closed
27
Calls
$4.85M
Puts
$10.6M
Net Calls
-$5.77M
Net Calls Change
-$8.53M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$16.5M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$10.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.34M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.87M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$27M
2
IFA
Invus Financial Advisors
New York
-$14.6M
3
Millennium Management
Millennium Management
New York
-$7.08M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$7.08M
5
Norges Bank
Norges Bank
Norway
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$1.38M +$1.3M +76,768 +555%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.36M -$1.26M -74,783 -45%
TRCT
53
Tower Research Capital (TRC)
New York
$1.27M +$829K +49,142 +142%
Allianz Asset Management
54
Allianz Asset Management
Germany
$1.21M +$1.34M +79,561 New
Morgan Stanley
55
Morgan Stanley
New York
$1.19M -$1.12M -66,371 -46%
UBS AM
56
UBS AM
Illinois
$1.1M +$962 +57 +0.1%
LCS
57
Levin Capital Strategies
New York
$1.09M -$346K -20,472 -22%
CS
58
Credit Suisse
Switzerland
$1.07M +$2.84K +168 +0.2%
Deutsche Bank
59
Deutsche Bank
Germany
$1.07M +$64.9K +3,847 +6%
WC
60
Weil Company
California
$1.02M +$59.1K +3,500 +6%
Parallax Volatility Advisers
61
Parallax Volatility Advisers
California
$990K +$1.1M +65,191 New
AIG
62
American International Group
New York
$918K -$23.2K -1,374 -2%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$890K -$31.6K -1,873 -3%
HF
64
HRT Financial
New York
$844K +$939K +55,603 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$836K +$28.4K +1,683 +3%
ACM
66
AlphaCrest Capital Management
New York
$813K +$674K +39,952 +294%
MIM
67
MetLife Investment Management
New Jersey
$680K – – –
Squarepoint
68
Squarepoint
New York
$647K -$12.6K -747 -2%
KCM
69
Kornitzer Capital Management
Kansas
$638K – – –
DT
70
Diversified Trust
Tennessee
$611K – – –
PP
71
Paloma Partners
Connecticut
$603K +$671K +39,768 New
HSBC Holdings
72
HSBC Holdings
United Kingdom
$579K +$159K +9,440 +34%
MCC
73
Malaga Cove Capital
California
$546K +$607K +35,948 New
FAAS
74
First Allied Advisory Services
California
$543K +$603K +35,746 New
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$530K – – –
1 2
3
4 5

YEXT Hedge Fund Activity: Q3 2020 in Review

143 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2020, worth a combined $1.28B — down 8.6% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of YEXT and 24 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 50 added.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Capital World Investors, cutting an estimated $27M.

  • 143 institutional investors held Yext (YEXT) as of Q3 2020, down from 146 in Q2 2020.
  • Funds reported $1.28B of Yext stock for Q3 2020, down 8.6% quarter-over-quarter.
  • 24 funds opened new Yext positions in Q3 2020 and 27 closed out, a net change of -3 holders.
  • The largest Yext buyer in Q3 2020 was Fidelity Investments, an estimated $18.7M added.
  • The largest Yext seller in Q3 2020 was Capital World Investors, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2020.