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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
Canada Life
126
Canada Life
Manitoba, Canada
$105K -$42.9K -2,084 -28%
PHK
127
Point72 Hong Kong
Hong Kong
$99K +$101K +4,910 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$82K +$39.3K +1,908 +88%
TRCT
129
Tower Research Capital (TRC)
New York
$80K +$82.1K +3,987 New
FWM
130
Focused Wealth Management
New York
$59K +$60.6K +2,944 New
SM
131
SG3 Management
Puerto Rico
$40K -$103K -5,000 -71%
PCM
132
Prelude Capital Management
New York
$39K +$32.4K +1,572 +452%
CG
133
Cutler Group
California
$31K -$151K -7,345 -82%
RWA
134
Ropes Wealth Advisors
Massachusetts
$30K
AG
135
Aperio Group
California
$30K +$31.1K +1,512 New
AF
136
Advisornet Financial
Minnesota
$20K +$20.6K +1,000 New
RE
137
RBC Europe
United Kingdom
$19K +$19.5K +945 New
FHA
138
Flagship Harbor Advisors
Massachusetts
$14K -$36K -1,750 -71%
TIS
139
Tortoise Index Solutions
Kansas
$11K +$2.94K +143 +35%
RIA
140
Realta Investment Advisors
Delaware
$11K +$11.1K +540 New
GWM
141
Geneos Wealth Management
Colorado
$10K
WC
142
Westwind Capital
New Mexico
$9K -$4.77M -231,864 -100%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$9K
VFA
144
Valeo Financial Advisors
Indiana
$7K +$1.46K +71 +26%
CIAS
145
Capital Investment Advisory Services
North Carolina
$4K
SPIA
146
Steward Partners Investment Advisory
New York
$4K +$4.12K +200 New
FA
147
Fortis Advisors
Pennsylvania
$2K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$1K
ECM
149
Element Capital Management
New York
-$20M -914,491 Closed
Citadel Advisors
150
Citadel Advisors
Florida
-$6.58M -319,809 Closed

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.