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Yext
YEXT

134 hedge funds and large institutions have $819M invested in Yext in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 36

1.64% more ownership

Funds ownership: 53.07% → 54.71% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less funds holding

Funds holding: 140 → 134 (-6)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

34% less capital invested

Capital invested by funds: $1.24B → $819M (-$416M)

49% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $2.5M

Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
26
Increased
55
Reduced
36
Closed
31
Calls
$1.28M
Puts
$2.5M
Net Calls
-$1.21M
Net Calls Change
-$4.4M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$24.5M
2
CIP
Champlain Investment Partners
Vermont
+$17.1M
3
WCA
Whetstone Capital Advisors
Kansas
+$12.3M
4
BAMCO Inc
BAMCO Inc
New York
+$12M
5
Capital World Investors
Capital World Investors
California
+$11.4M

Top Sellers

1
HCM
Hitchwood Capital Management
New York
-$23.7M
2
Capital International Investors
Capital International Investors
California
-$16.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$15.3M
4
Morgan Stanley
Morgan Stanley
New York
-$9.68M
5
SCM
Sandler Capital Management
New York
-$6.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGH
151
Partners Group Holding
Switzerland
– -$417K -17,604 Closed
AIM
152
Assured Investment Management
New York
– -$365K -15,413 Closed
VF
153
Virtu Financial
New York
– -$346K -14,579 Closed
TSS
154
Two Sigma Securities
New York
– -$291K -12,279 Closed
Principal Financial Group
155
Principal Financial Group
Iowa
– -$279K -11,755 Closed
CC
156
Cipher Capital
New York
– -$253K -10,678 Closed
SL
157
Signition LP
New York
– -$240K -10,107 Closed
ProShare Advisors
158
ProShare Advisors
Maryland
– -$235K -9,933 Closed
USAA
159
United Services Automobile Association
Texas
– -$225K -9,498 Closed
Invesco
160
Invesco
Georgia
– -$212K -8,962 Closed
NIT
161
NumerixS Investment Technologies
British Columbia, Canada
– -$16K -662 Closed
SWP
162
Stratos Wealth Partners
Ohio
– -$5K -200 Closed
HMS
163
Hanseatic Management Services
New Mexico
– -$2K -91 Closed
VFA
164
Valeo Financial Advisors
Indiana
– -$71 -4 -13%
3 4 5 6
7

YEXT Hedge Fund Activity: Q4 2018 in Review

134 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2018, worth a combined $819M — down 34% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of YEXT and 26 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 55 added.

The largest buyer was ClearBridge Investments, adding an estimated $24.5M. The largest seller was Hitchwood Capital Management, exiting entirely with an estimated $23.7M sold.

  • 134 institutional investors held Yext (YEXT) as of Q4 2018, down from 140 in Q3 2018.
  • Funds reported $819M of Yext stock for Q4 2018, down 34% quarter-over-quarter.
  • 26 funds opened new Yext positions in Q4 2018 and 31 closed out, a net change of -5 holders.
  • The largest Yext buyer in Q4 2018 was ClearBridge Investments, an estimated $24.5M added.
  • The largest Yext seller in Q4 2018 was Hitchwood Capital Management, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2018.