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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: 143151 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
Spearhead Capital Advisors
Florida
$252K +$14.3K +839 +6%
SM
102
SG3 Management
Puerto Rico
$236K -$85.5K -5,000 -25%
CC
103
Cipher Capital
New York
$218K -$121K -7,090 -34%
CIM
104
CIM Investment Management
Pennsylvania
$216K
MSL
105
Mackay Shields LLC
New York
$209K +$227K +13,300 New
PWM
106
Perigon Wealth Management
California
$203K -$47K -2,745 -18%
AC
107
Aristides Capital
Kentucky
$203K +$221K +12,910 New
ETC
108
Exchange Traded Concepts
Oklahoma
$200K +$135K +7,904 +165%
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$198K
Jane Street
110
Jane Street
New York
$197K -$351K -20,533 -62%
PRC
111
Pearl River Capital
Michigan
$193K +$210K +12,261 New
GCP
112
GSA Capital Partners
United Kingdom
$191K +$208K +12,145 New
DTL
113
Dynamic Technology Lab
Singapore
$190K +$207K +12,077 New
AG
114
Aperio Group
California
$190K +$207K +12,088 New
DAS
115
Dynamic Advisor Solutions
Arizona
$187K -$11.1K -650 -5%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$177K +$21.4K +1,250 +12%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$165K
Asset Management One
118
Asset Management One
Japan
$161K +$173K +10,102 New
Osaic Holdings
119
Osaic Holdings
Arizona
$142K +$41.3K +2,414 +37%
AIP
120
Ameritas Investment Partners
Nebraska
$140K
PHK
121
Point72 Hong Kong
Hong Kong
$94K +$102K +5,953 New
TRCT
122
Tower Research Capital (TRC)
New York
$88K -$1.34M -78,162 -93%
CG
123
Cutler Group
California
$78K -$25.4K -1,487 -23%
Lazard Asset Management
124
Lazard Asset Management
New York
$70K
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$63K -$2.57K -150 -4%

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.