146 hedge funds and large institutions have $1.4B invested in Yext in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+25
Holders Change %
+20.66%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
39
Increased
50
Reduced
33
Closed
13
Calls
$5.54M
Puts
$2.78M
Net Calls
+$2.76M
Net Calls Change
+$424K
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$21K +$21K +1,272 New
FWM
127
Focused Wealth Management
New York
$19K
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$18K
AAIM
129
Asset Advisors Investment Management
Georgia
$17K +$17K +1,000 New
CFA
130
Carroll Financial Associates
North Carolina
$16K +$16K +1,000 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$14K +$618 +36 +5%
APA
132
American Portfolios Advisors
New York
$13.3K +$8.31K +500 +167%
RE
133
RBC Europe
United Kingdom
$10.8K
VFA
134
Valeo Financial Advisors
Indiana
$8K -$1.72K -100 -18%
PA
135
Procyon Advisors
Connecticut
$7K -$525 -30 -7%
EI
136
Ellevest Inc
New York
$7K
TC
137
Truvestments Capital
Florida
$6K
Group One Trading
138
Group One Trading
Illinois
$4K -$34.8K -2,086 -90%
AA
139
AlphaMark Advisors
Kentucky
$3K +$3K +200 New
TFA
140
Toth Financial Advisory
Virginia
$2K
IA
141
IFP Advisors
Florida
$2K
GI
142
Gradient Investments
Minnesota
$2K +$2K +94 New
SBL
143
Sargent Bickham Lagudis
Colorado
$1K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$1K
BCA
145
Berman Capital Advisors
Georgia
$1K +$1K +64 New
TI
146
tru Independence
Oregon
$2
UOC
147
UBS O'Connor
Illinois
-$6.85M -671,708 Closed
WCA
148
Whetstone Capital Advisors
Kansas
-$3.6M -353,708 Closed
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
-$726K -71,265 Closed
FEG
150
Financial Enhancement Group
Indiana
-$726K -71,227 Closed