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Yext
YEXT

127 hedge funds and large institutions have $1.16B invested in Yext in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

62% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 29

5.96% more ownership

Funds ownership: 64.05% → 70.01% (+6%)

1% more capital invested

Capital invested by funds: $1.15B → $1.16B (+$12.3M)

8% less funds holding

Funds holding: 138 → 127 (-11)

19% less call options, than puts

Call options by funds: $6.68M | Put options by funds: $8.24M

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
127
Holders Change
-11
Holders Change %
-7.97%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
47
Reduced
29
Closed
37
Calls
$6.68M
Puts
$8.24M
Net Calls
-$1.56M
Net Calls Change
-$4.46M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$32.7M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$25.9M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$14.5M
4
UOC
UBS O'Connor
Illinois
+$11.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.1M

Top Sellers

1
PC
Polar Capital
United Kingdom
-$21.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$19.3M
3
CC
Cowbird Capital
New York
-$11.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$8.35M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$5.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
151
Migdal Insurance & Financial Holdings
Israel
– -$191K -12,026 Closed
PHK
152
Point72 Hong Kong
Hong Kong
– -$180K -11,315 Closed
Parallax Volatility Advisers
153
Parallax Volatility Advisers
California
– -$172K -10,800 Closed
Principal Financial Group
154
Principal Financial Group
Iowa
– -$171K -10,761 Closed
ACM
155
AlphaCrest Capital Management
New York
– -$159K -10,000 Closed
WC
156
Weil Company
California
– -$74K -4,670 Closed
CSS
157
Cubist Systematic Strategies
Connecticut
– -$32K -2,009 Closed
TRCT
158
Tower Research Capital (TRC)
New York
– -$29K -1,840 Closed
TIS
159
Tortoise Index Solutions
Kansas
– -$16K -1,018 Closed
AF
160
Advisornet Financial
Minnesota
– -$16K -1,000 Closed
GWM
161
Geneos Wealth Management
Colorado
– -$7K -500 Closed
FHA
162
Flagship Harbor Advisors
Massachusetts
– -$7K -450 Closed
CIAS
163
Capital Investment Advisory Services
North Carolina
– -$3K -200 Closed
SPIA
164
Steward Partners Investment Advisory
New York
– -$3K -200 Closed
3 4 5 6
7

YEXT Hedge Fund Activity: Q4 2019 in Review

127 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2019, worth a combined $1.16B — up 1.1% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of YEXT and 27 opened new positions — a net loss of 10 holders — while 29 trimmed existing stakes and 47 added.

The largest buyer was Champlain Investment Partners, adding an estimated $32.7M. The largest seller was Polar Capital, exiting entirely with an estimated $21.2M sold.

  • 127 institutional investors held Yext (YEXT) as of Q4 2019, down from 138 in Q3 2019.
  • Funds reported $1.16B of Yext stock for Q4 2019, up 1.1% quarter-over-quarter.
  • 27 funds opened new Yext positions in Q4 2019 and 37 closed out, a net change of -10 holders.
  • The largest Yext buyer in Q4 2019 was Champlain Investment Partners, an estimated $32.7M added.
  • The largest Yext seller in Q4 2019 was Polar Capital, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2019.