194 hedge funds and large institutions have $545M invested in Yext in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

46% less capital invested

Capital invested by funds: $1.02B → $545M (-$473M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.66M
Puts
$367K
Net Calls
Net Calls Change

Top Sellers

1 -$10.4M
2 -$9.6M
3 -$8.16M
4
Morgan Stanley
Morgan Stanley
New York
-$7.01M
5
KLC
Kent Lake Capital
Nevada
-$5.66M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$553K
77
$552K
78
$525K
79
$513K
80
$509K
81
$507K
82
$501K
83
$498K
84
$475K
85
$467K
86
$466K
87
$462K
88
$452K
89
$430K
90
$426K
91
$405K
92
$401K
93
$399K
94
$392K
95
$391K
96
$382K
97
$371K
98
$363K
99
$360K
100
$358K