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Yext
YEXT

138 hedge funds and large institutions have $1.15B invested in Yext in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $6.46M | Put options by funds: $3.56M

0.54% more ownership

Funds ownership: 63.51% → 64.05% (+0.54%)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

7% less funds holding

Funds holding: 148 → 138 (-10)

19% less capital invested

Capital invested by funds: $1.42B → $1.15B (-$270M)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
138
Holders Change
-10
Holders Change %
-6.76%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
46
Reduced
47
Closed
28
Calls
$6.46M
Puts
$3.56M
Net Calls
+$2.91M
Net Calls Change
-$1.96M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$56.1M
2
CIP
Champlain Investment Partners
Vermont
+$22.6M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$21.7M
4
BlackRock
BlackRock
New York
+$13.3M
5
ClearBridge Investments
ClearBridge Investments
New York
+$9.07M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$11.8M
2
BAWC
Black-and-white Capital
California
-$10.7M
3
BAMCO Inc
BAMCO Inc
New York
-$10.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$8.66M
5
Renaissance Technologies
Renaissance Technologies
New York
-$6.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
151
Royce & Associates
New York
– -$944K -47,000 Closed
SPPAM
152
Summit Partners Public Asset Management
Massachusetts
– -$917K -45,658 Closed
AWM
153
Affinity Wealth Management
Delaware
– -$854K -42,528 Closed
HIM
154
Hillsdale Investment Management
Ontario, Canada
– -$804K -40,000 Closed
QCM
155
Quantinno Capital Management
New York
– -$714K -35,522 Closed
AQR Capital Management
156
AQR Capital Management
Connecticut
– -$609K -30,300 Closed
Wolverine Trading
157
Wolverine Trading
Illinois
– -$470K -24,708 Closed
AG
158
Algert Global
California
– -$422K -21,010 Closed
Verition Fund Management
159
Verition Fund Management
Connecticut
– -$338K -16,839 Closed
USAA
160
United Services Automobile Association
Texas
– -$266K -13,245 Closed
GCP
161
GSA Capital Partners
United Kingdom
– -$237K -11,787 Closed
FFG
162
Frisch Financial Group
New York
– -$203K -10,084 Closed
SM
163
SG3 Management
Puerto Rico
– -$40K -2,000 Closed
CG
164
Cutler Group
California
– -$30.1K -1,579 Closed
AG
165
Aperio Group
California
– -$30K -1,512 Closed
WC
166
Westwind Capital
New Mexico
– -$9K -465 Closed
3 4 5 6
7

YEXT Hedge Fund Activity: Q3 2019 in Review

138 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2019, worth a combined $1.15B — down 19% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of YEXT and 18 opened new positions — a net loss of 10 holders — while 47 trimmed existing stakes and 46 added.

The largest buyer was Janus Henderson Group, adding an estimated $56.1M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $11.8M sold.

  • 138 institutional investors held Yext (YEXT) as of Q3 2019, down from 148 in Q2 2019.
  • Funds reported $1.15B of Yext stock for Q3 2019, down 19% quarter-over-quarter.
  • 18 funds opened new Yext positions in Q3 2019 and 28 closed out, a net change of -10 holders.
  • The largest Yext buyer in Q3 2019 was Janus Henderson Group, an estimated $56.1M added.
  • The largest Yext seller in Q3 2019 was Lord, Abbett & Co, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2019.