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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
JAMONY
51
Jacob Asset Management of New York
California
$1.37M +$1.49M +87,200 New
Victory Capital Management
52
Victory Capital Management
Texas
$1.36M -$68.8K -4,024 -4%
UBS AM
53
UBS AM
Illinois
$1.36M +$236K +13,807 +19%
First Trust Advisors
54
First Trust Advisors
Illinois
$1.17M -$612K -35,791 -32%
LCS
55
Levin Capital Strategies
New York
$1.15M +$19.4K +1,133 +2%
MCC
56
Malaga Cove Capital
California
$1.12M +$576K +33,697 +94%
Squarepoint
57
Squarepoint
New York
$1.12M +$486K +28,406 +67%
WC
58
Weil Company
California
$982K -$77K -4,500 -7%
CSS
59
Cubist Systematic Strategies
Connecticut
$980K -$2.87M -167,768 -73%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$974K +$56.9K +3,324 +6%
Barclays
61
Barclays
United Kingdom
$880K -$1.07M -62,766 -53%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$857K -$9.51K -556 -1%
UBS Group
63
UBS Group
Switzerland
$810K +$349K +20,412 +66%
AG
64
Algert Global
California
$706K +$461K +26,964 +150%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$692K +$156K +9,137 +26%
ACM
66
AlphaCrest Capital Management
New York
$681K -$175K -10,214 -19%
PI
67
PEAK6 Investments
Illinois
$672K +$731K +42,744 New
KCM
68
Kornitzer Capital Management
Kansas
$660K – – –
Holocene Advisors
69
Holocene Advisors
New York
$617K +$671K +39,233 New
DT
70
Diversified Trust
Tennessee
$599K -$36.8K -2,150 -5%
MIM
71
MetLife Investment Management
New Jersey
$597K -$116K -6,793 -15%
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$569K +$619K +36,200 New
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$549K – – –
AG
74
AIA Group
Hong Kong
$515K +$512K +29,949 New
PPA
75
Parametric Portfolio Associates
Washington
$513K +$138K +8,096 +33%
1 2
3
4 5

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.