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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
CIAS
151
Capital Investment Advisory Services
North Carolina
$4K +$3.63K +200 New
SWM
152
SeaCrest Wealth Management
New York
$3K +$2.72K +150 New
FA
153
Fortis Advisors
Pennsylvania
$2K
WCM
154
WealthBridge Capital Management
Ohio
$2K
WEC
155
Winslow Evans & Crocker
Massachusetts
$2K +$327 +18 New
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$1K +$145 +8 +19%
STA
157
Summit Trail Advisors
New York
-$9.83M -662,186 Closed
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
-$5.14M -346,077 Closed
Canada Pension Plan Investment Board
159
Canada Pension Plan Investment Board
Ontario, Canada
-$4.51M -303,500 Closed
SIM
160
Spark Investment Management
New York
-$3.93M -264,900 Closed
NIP
161
Nicholas Investment Partners
California
-$3.34M -224,619 Closed
GLA
162
Great Lakes Advisors
Illinois
-$3.15M -212,212 Closed
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
-$1.76M -96,912 Closed
QT
164
Quantbot Technologies
New York
-$735K -49,508 Closed
UOC
165
UBS O'Connor
Illinois
-$371K -25,000 Closed
SCA
166
Secor Capital Advisors
New York
-$297K -19,967 Closed
QC
167
Quadrature Capital
United Kingdom
-$279K -18,770 Closed
SSA
168
Schonfeld Strategic Advisors
New York
-$271K -18,300 Closed
SEI Investments
169
SEI Investments
Pennsylvania
-$180K -13,991 Closed
TRCT
170
Tower Research Capital (TRC)
New York
-$199K -13,375 Closed
SG Americas Securities
171
SG Americas Securities
New York
-$187K -12,611 Closed
ECM
172
ETrade Capital Management
Virginia
-$164K -11,030 Closed
Wolverine Trading
173
Wolverine Trading
Illinois
-$200K -11,000 Closed
PWMG
174
Prestige Wealth Management Group
New Jersey
-$15K -1,000 Closed
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
-$14K -974 Closed

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.