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140 hedge funds and large institutions have $1.24B invested in Yext in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 16

122% more call options, than puts

Call options by funds: $5.8M | Put options by funds: $2.61M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

30% more funds holding

Funds holding: 108140 (+32)

23% more capital invested

Capital invested by funds: $1B → $1.24B (+$231M)

0.55% less ownership

Funds ownership: 53.62%53.07% (-0.55%)

Holders
140
Holders Change
+32
Holders Change %
+29.63%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
48
Increased
49
Reduced
31
Closed
16
Calls
$5.8M
Puts
$2.61M
Net Calls
+$3.18M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
101
ETrade Capital Management
Virginia
$441K +$4.48K +196 +1%
KCM
102
Kornitzer Capital Management
Kansas
$427K -$480K -21,000 -54%
PGH
103
Partners Group Holding
Switzerland
$417K +$402K +17,604 New
SEI Investments
104
SEI Investments
Pennsylvania
$385K -$1.35M -59,054 -80%
AIM
105
Assured Investment Management
New York
$365K +$213K +9,305 +152%
DAS
106
Dynamic Advisor Solutions
Arizona
$346K
VF
107
Virtu Financial
New York
$346K +$333K +14,579 New
QT
108
Quantbot Technologies
New York
$326K +$315K +13,775 New
CB
109
Commerce Bank
Missouri
$296K +$286K +12,500 New
TSS
110
Two Sigma Securities
New York
$291K +$281K +12,279 New
Principal Financial Group
111
Principal Financial Group
Iowa
$279K -$14.8K -649 -5%
CC
112
Cipher Capital
New York
$253K +$244K +10,678 New
SL
113
Signition LP
New York
$240K +$231K +10,107 New
ProShare Advisors
114
ProShare Advisors
Maryland
$235K -$17.4K -763 -7%
USAA
115
United Services Automobile Association
Texas
$225K -$46K -2,011 -17%
Invesco
116
Invesco
Georgia
$212K +$205K +8,962 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$203K +$196K +8,562 New
CG
118
Cutler Group
California
$190K +$168K +7,339 +815%
AIP
119
Ameritas Investment Partners
Nebraska
$165K
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$93.7K +$915 +40 +1%
Canada Life
121
Canada Life
Manitoba, Canada
$93K
TRCT
122
Tower Research Capital (TRC)
New York
$48K +$46.5K +2,035 New
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$43K +$41.1K +1,799 New
Parallax Volatility Advisers
124
Parallax Volatility Advisers
California
$35K -$60.2K -2,632 -64%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$33K -$412 -18 -1%

YEXT Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2018, worth a combined $1.24B — up 23% from $1B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new YEXT positions and 16 closed out — a net gain of 32 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $42.6M. The largest seller was Insight Holdings Group, exiting entirely with an estimated $149M sold.

  • 140 institutional investors held Yext (YEXT) as of Q3 2018, up from 108 in Q2 2018.
  • Funds reported $1.24B of Yext stock for Q3 2018, up 23% quarter-over-quarter.
  • 48 funds opened new Yext positions in Q3 2018 and 16 closed out, a net change of +32 holders.
  • The largest Yext buyer in Q3 2018 was Capital International Investors, an estimated $42.6M added.
  • The largest Yext seller in Q3 2018 was Insight Holdings Group, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2018.