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
101
$338K
102
$313K
103
$306K
104
$298K
105
$282K
106
$274K
107
$267K
108
$257K
109
$244K
110
$238K
111
$235K
112
$231K
113
$226K
114
$215K
115
$207K
116
$207K
117
$206K
118
$201K
119
$198K
120
$197K
121
$194K
122
$190K
123
$185K
124
$185K
125
$163K