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156 hedge funds and large institutions have $1.43B invested in Yext in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $5.98M | Put options by funds: $2.76M

96% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 23

74% more capital invested

Capital invested by funds: $819M → $1.43B (+$606M)

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

16% more funds holding

Funds holding: 134156 (+22)

5.53% more ownership

Funds ownership: 54.71%60.24% (+5.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
156
Holders Change
+22
Holders Change %
+16.42%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
45
Increased
49
Reduced
41
Closed
23
Calls
$5.98M
Puts
$2.76M
Net Calls
+$3.23M
Net Calls Change
+$4.44M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
126
United Services Automobile Association
Texas
$208K +$172K +9,498 New
Fidelity Investments
127
Fidelity Investments
Massachusetts
$202K -$4.01K -221 -2%
ProShare Advisors
128
ProShare Advisors
Maryland
$202K +$168K +9,260 New
MC
129
Menta Capital
California
$201K +$167K +9,216 New
CG
130
Cutler Group
California
$195K +$48.3K +2,661 +42%
Canada Life
131
Canada Life
Manitoba, Canada
$160K +$62.1K +3,421 +87%
SM
132
SG3 Management
Puerto Rico
$153K +$127K +7,000 New
AIP
133
Ameritas Investment Partners
Nebraska
$152K
Parallax Volatility Advisers
134
Parallax Volatility Advisers
California
$149K +$96.3K +5,310 +356%
EWM
135
Edge Wealth Management
New York
$134K
NWA
136
New World Advisors
Massachusetts
$91K -$125K -6,875 -62%
FHA
137
Flagship Harbor Advisors
Massachusetts
$53K +$43.5K +2,400 +4,800%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$47K +$6.53K +360 +20%
QT
139
Quantamental Technologies
New York
$46K +$38.1K +2,100 New
RWA
140
Ropes Wealth Advisors
Massachusetts
$33K +$27.2K +1,500 New
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$30K +$399 +22 +2%
AWM
142
Aevitas Wealth Management
Massachusetts
$21K
WAS
143
WESPAC Advisors SoCal
California
$21K
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$19K -$21.3K -1,176 -58%
GWM
145
Geneos Wealth Management
Colorado
$10K
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$10K
TIS
147
Tortoise Index Solutions
Kansas
$9K +$7.49K +413 New
PCM
148
Prelude Capital Management
New York
$8K +$6.31K +348 New
VFA
149
Valeo Financial Advisors
Indiana
$6K +$4.55K +251 +930%
MNBTD
150
Moody National Bank Trust Division
Texas
$6K +$4.81K +265 New

YEXT Hedge Fund Activity: Q1 2019 in Review

156 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q1 2019, worth a combined $1.43B — up 74% from $819M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new YEXT positions and 23 closed out — a net gain of 22 holders — while 49 added to existing stakes and 41 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $98.9M. The largest seller was Deutsche Bank, cutting an estimated $18.9M.

  • 156 institutional investors held Yext (YEXT) as of Q1 2019, up from 134 in Q4 2018.
  • Funds reported $1.43B of Yext stock for Q1 2019, up 74% quarter-over-quarter.
  • 45 funds opened new Yext positions in Q1 2019 and 23 closed out, a net change of +22 holders.
  • The largest Yext buyer in Q1 2019 was Baillie Gifford & Co, an estimated $98.9M added.
  • The largest Yext seller in Q1 2019 was Deutsche Bank, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2019.