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Yext
YEXT

151 hedge funds and large institutions have $1.38B invested in Yext in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.4M

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $1.28B → $1.38B (+$105M)

6% more funds holding

Funds holding: 143 → 151 (+8)

1.81% more ownership

Funds ownership: 70.46% → 72.27% (+1.8%)

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
52
Reduced
48
Closed
18
Calls
$30.9M
Puts
$10.4M
Net Calls
+$20.5M
Net Calls Change
+$26.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$198M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$12M
3
BlackRock
BlackRock
New York
+$11.6M
4
NIM
Needham Investment Management
New York
+$7.7M
5
ClearBridge Investments
ClearBridge Investments
New York
+$4.16M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$120M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$14.8M
3
IFA
Invus Financial Advisors
New York
-$13.9M
4
CIP
Champlain Investment Partners
Vermont
-$11.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$4.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAMCO Inc
151
BAMCO Inc
New York
– -$2.28M -150,000 Closed
Allianz Asset Management
152
Allianz Asset Management
Germany
– -$1.21M -79,561 Closed
Parallax Volatility Advisers
153
Parallax Volatility Advisers
California
– -$990K -65,191 Closed
HF
154
HRT Financial
New York
– -$844K -55,603 Closed
PP
155
Paloma Partners
Connecticut
– -$603K -39,768 Closed
Millennium Management
156
Millennium Management
New York
– -$498 -32,797 Closed
Capital Fund Management (CFM)
157
Capital Fund Management (CFM)
France
– -$324K -21,372 Closed
EGM
158
Engineers Gate Manager
New York
– -$290K -19,121 Closed
Verition Fund Management
159
Verition Fund Management
Connecticut
– -$271K -17,883 Closed
Point72 Asset Management
160
Point72 Asset Management
Connecticut
– -$266K -17,516 Closed
KAM
161
Karani Asset Management
New York
– -$197K -12,971 Closed
BCM
162
Bayesian Capital Management
New York
– -$179K -11,800 Closed
Russell Investments Group
163
Russell Investments Group
United Kingdom
– -$117K -7,760 Closed
CMBA
164
C.M. Bidwell & Associates
Hawaii
– -$36K -2,345 Closed
Acadian Asset Management
165
Acadian Asset Management
Massachusetts
– -$23K -1,487 Closed
IA
166
IFP Advisors
Florida
– -$1.71K -100 Closed
TWA
167
TCI Wealth Advisors
Arizona
– +$86 +5 New
AssetMark Inc
168
AssetMark Inc
California
– +$257 +15 New
3 4 5 6
7

YEXT Hedge Fund Activity: Q4 2020 in Review

151 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2020, worth a combined $1.38B — up 8.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new YEXT positions and 18 closed out — a net gain of 10 holders — while 52 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $198M. The largest seller was Capital World Investors, exiting entirely with an estimated $120M sold.

  • 151 institutional investors held Yext (YEXT) as of Q4 2020, up from 143 in Q3 2020.
  • Funds reported $1.38B of Yext stock for Q4 2020, up 8.2% quarter-over-quarter.
  • 28 funds opened new Yext positions in Q4 2020 and 18 closed out, a net change of +10 holders.
  • The largest Yext buyer in Q4 2020 was Fidelity Investments, an estimated $198M added.
  • The largest Yext seller in Q4 2020 was Capital World Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2020.