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148 hedge funds and large institutions have $1.42B invested in Yext in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $8.32M | Put options by funds: $3.46M

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

3.27% more ownership

Funds ownership: 60.24%63.51% (+3.3%)

1% less capital invested

Capital invested by funds: $1.43B → $1.42B (-$8.12M)

5% less funds holding

Funds holding: 156148 (-8)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
148
Holders Change
-8
Holders Change %
-5.13%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
31
Increased
65
Reduced
37
Closed
37
Calls
$8.32M
Puts
$3.46M
Net Calls
+$4.86M
Net Calls Change
+$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Algert Global
California
$422K +$433K +21,010 New
CIM
102
CIM Investment Management
Pennsylvania
$403K -$8.23K -400 -2%
SG Americas Securities
103
SG Americas Securities
New York
$392K +$402K +19,509 New
DT
104
Diversified Trust
Tennessee
$388K +$105K +5,095 +36%
CB
105
Commerce Bank
Missouri
$382K
AG
106
Advisor Group
Arizona
$353K -$162K -7,876 -31%
Verition Fund Management
107
Verition Fund Management
Connecticut
$338K -$194K -9,414 -36%
AB
108
Amalgamated Bank
New York
$335K +$86.2K +4,189 +34%
ARTA
109
A.R.T. Advisors
New York
$326K -$1.05M -51,100 -76%
UBS Group
110
UBS Group
Switzerland
$315K +$127K +6,159 +64%
Prudential Financial
111
Prudential Financial
New Jersey
$302K +$28.8K +1,400 +10%
CSS
112
Cubist Systematic Strategies
Connecticut
$288K +$54K +2,622 +22%
DAS
113
Dynamic Advisor Solutions
Arizona
$269K -$24.7K -1,200 -8%
USAA
114
United Services Automobile Association
Texas
$266K +$77.1K +3,747 +39%
JG
115
Jefferies Group
New York
$266K +$273K +13,236 New
MIFH
116
Migdal Insurance & Financial Holdings
Israel
$256K -$53.3K -2,589 -17%
Citigroup
117
Citigroup
New York
$249K -$1.85K -90 -0.7%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$239K -$148K -7,169 -38%
GCP
119
GSA Capital Partners
United Kingdom
$237K +$243K +11,787 New
XK
120
Xact Kapitalforvaltning
Sweden
$217K +$222K +10,800 New
FFG
121
Frisch Financial Group
New York
$203K
SMFG
122
Sumitomo Mitsui Financial Group
Japan
$201K +$206K +10,000 New
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$173K +$160K +7,748 +908%
AIP
124
Ameritas Investment Partners
Nebraska
$159K +$19.5K +948 +14%
EWM
125
Edge Wealth Management
New York
$124K

YEXT Hedge Fund Activity: Q2 2019 in Review

148 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q2 2019, worth a combined $1.42B — down 0.57% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of YEXT and 31 opened new positions — a net loss of 6 holders — while 37 trimmed existing stakes and 65 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $36.3M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $30.9M.

  • 148 institutional investors held Yext (YEXT) as of Q2 2019, down from 156 in Q1 2019.
  • Funds reported $1.42B of Yext stock for Q2 2019, down 0.57% quarter-over-quarter.
  • 31 funds opened new Yext positions in Q2 2019 and 37 closed out, a net change of -6 holders.
  • The largest Yext buyer in Q2 2019 was Baillie Gifford & Co, an estimated $36.3M added.
  • The largest Yext seller in Q2 2019 was Ontario Teachers' Pension Plan Board, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2019.