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Yext
YEXT

Overview Fund Activity

134 hedge funds and large institutions have $819M invested in Yext in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
26
Increased
55
Reduced
36
Closed
31
Calls
$1.28M
Puts
$2.5M
Net Calls
-$1.21M
Net Calls Change
-$4.4M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$37.8M
2
CIP
2
Champlain Investment Partners
Vermont
$48M
3
WCA
3
Whetstone Capital Advisors
Kansas
$11.2M
4
BAMCO Inc
4
BAMCO Inc
New York
$37.5M
5
Capital World Investors
5
Capital World Investors
California
$95.2M

Top Sellers

1
HCM
1
Hitchwood Capital Management
New York
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Capital International Investors
3
Capital International Investors
California
$13.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.84M
5
SCM
5
Sandler Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
101
CIM Investment Management
Pennsylvania
$165K +$165K +11,129 New
ECM
102
ETrade Capital Management
Virginia
$164K -$113K -7,571 -41%
NWA
103
New World Advisors
Massachusetts
$164K +$164K +11,025 New
Wolverine Trading
104
Wolverine Trading
Illinois
$161K +$161K +11,000 New
FFG
105
Frisch Financial Group
New York
$150K +$150K +10,084 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$141K +$13.4K +900 +11%
UBS Group
107
UBS Group
Switzerland
$128K -$404K -27,263 -76%
PI
108
PEAK6 Investments
Illinois
$124K -$431K -28,886 -78%
AIP
109
Ameritas Investment Partners
Nebraska
$104K – – –
CG
110
Cutler Group
California
$93K -$29.3K -1,976 -24%
EWM
111
Edge Wealth Management
New York
$92K +$92K +6,175 New
Canada Life
112
Canada Life
Manitoba, Canada
$56K – – –
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$30K +$9.11K +616 +44%
Group One Trading
114
Group One Trading
Illinois
$30K +$30K +2,053 New
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$27K – – –
Parallax Volatility Advisers
116
Parallax Volatility Advisers
California
$22K -$44 -3 -0.2%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$20K +$12K +805 +150%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$18.5K -$40.2K -2,710 -69%
PWMG
119
Prestige Wealth Management Group
New Jersey
$15K +$15K +1,000 New
AWM
120
Aevitas Wealth Management
Massachusetts
$15K +$15K +1,000 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$14K +$4.84K +337 +53%
WAS
122
WESPAC Advisors SoCal
California
$14K +$14K +1,000 New
PA
123
Parallel Advisors
California
$12K +$4.94K +350 +70%
LTFS
124
Ladenburg Thalmann Financial Services
Florida
$8K +$7.55K +518 +1,671%
GWM
125
Geneos Wealth Management
Colorado
$7K – – –
3 4
5
6 7