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Yext
YEXT

Overview Fund Activity

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
Holders
194
Holders Change
-8
Holders Change %
-3.96%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
76
Reduced
67
Closed
28
Calls
$3.66M
Puts
$367K
Net Calls
+$3.3M
Net Calls Change
-$5.46M

Top Buyers

1
LLL
Lynrock Lake LP
New York
$22M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.2M
3
JAM
Jupiter Asset Management
United Kingdom
$3.98M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$6.61M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$3.55M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
2
Millennium Management
Millennium Management
New York
$3.35M
3
Invesco
Invesco
Georgia
$1.25M
4
Morgan Stanley
Morgan Stanley
New York
$4.75M
5
KLC
Kent Lake Capital
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
126
CIM Investment Management
Pennsylvania
$160K – – –
HWM
127
HB Wealth Management
Georgia
$159K – – –
Neuberger Berman Group
128
Neuberger Berman Group
New York
$153K +$7.3K +1,153 +5%
CP
129
CenterBook Partners
Connecticut
$150K +$150K +23,732 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$147K +$33.9K +5,362 +30%
Balyasny Asset Management
131
Balyasny Asset Management
Illinois
$144K -$26.8K -4,226 -16%
SOW
132
State of Wyoming
Wyoming
$140K +$25.6K +4,046 +22%
Mariner
133
Mariner
Kansas
$140K -$3.63K -573 -3%
VF
134
Virtu Financial
New York
$138K +$138K +21,799 New
BHCM
135
Boulder Hill Capital Management
New York
$138K +$138K +21,800 New
CMF
136
Counterpoint Mutual Funds
California
$133K +$66.1K +10,438 +99%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$127K -$1.29M -204,428 -91%
PWPS
138
Pinnacle Wealth Planning Services
Ohio
$119K -$177 -28 -0.1%
ProShare Advisors
139
ProShare Advisors
Maryland
$115K -$101 -16 -0.1%
CC
140
Cipher Capital
New York
$106K -$109K -17,164 -51%
AB
141
Amalgamated Bank
New York
$105K – – –
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$103K -$35.3K -5,576 -25%
MGIA
143
Moneta Group Investment Advisors
Missouri
$92.9K -$76 -12 -0.1%
NRD
144
Nebula Research & Development
New York
$92.4K +$92.4K +14,594 New
JF
145
Jump Financial
Illinois
$91.2K -$62.9K -9,943 -41%
SFWC
146
Strategic Family Wealth Counselors
New Jersey
$90.6K – – –
Walleye Trading
147
Walleye Trading
New York
$87.5K -$223K -35,214 -72%
AGM
148
Alpine Global Management
New York
$82K +$82K +12,955 New
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$80K – – –
Tudor Investment Corp
150
Tudor Investment Corp
Connecticut
$79.5K -$341K -53,796 -81%
4 5
6
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