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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
NIT
126
NumerixS Investment Technologies
British Columbia, Canada
$16K -$259K -11,338 -94%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$15K -$7.36K -322 -34%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$12K -$5.44K -238 -31%
PA
129
Parallel Advisors
California
$12K
GWM
130
Geneos Wealth Management
Colorado
$11K
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$11K +$10.7K +470 New
TDC
132
Thompson Davis & Co
Virginia
$6K +$5.72K +250 New
SWP
133
Stratos Wealth Partners
Ohio
$5K +$4.57K +200 New
HLA
134
Hamilton Lane Advisors
Pennsylvania
$5K +$4.51M +197,443 New
HMS
135
Hanseatic Management Services
New Mexico
$2K
FA
136
Fortis Advisors
Pennsylvania
$2K +$2.29K +100 New
IA
137
IFP Advisors
Florida
$2K +$2.29K +100 New
VFA
138
Valeo Financial Advisors
Indiana
$1K +$91 +4 +15%
LTFS
139
Ladenburg Thalmann Financial Services
Florida
$1K +$709 +31 New
FHA
140
Flagship Harbor Advisors
Massachusetts
$1K +$1.14K +50 New
IHG
141
Insight Holdings Group
New York
-$149M -7,710,621 Closed
Massachusetts Financial Services
142
Massachusetts Financial Services
Massachusetts
-$15.3M -788,618 Closed
HSBC Holdings
143
HSBC Holdings
United Kingdom
-$6.26M -323,938 Closed
UOC
144
UBS O'Connor
Illinois
-$4.17M -215,498 Closed
NFAM
145
North Fourth Asset Management
New Jersey
-$3.69M -190,790 Closed
MWNA
146
Marshall Wace North America
New York
-$2.29M -118,331 Closed
MC
147
Menta Capital
California
-$1.07M -55,176 Closed
SPM
148
Symmetry Peak Management
Pennsylvania
-$725K -37,500 Closed
Luther King Capital Management (LKCM)
149
Luther King Capital Management (LKCM)
Texas
-$464K -24,000 Closed
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
-$362K -18,730 Closed

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.