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163 hedge funds and large institutions have $883M invested in Yext in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 44

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1% more funds holding

Funds holding: 162163 (+1)

1.08% less ownership

Funds ownership: 69.75%68.67% (-1.1%)

17% less capital invested

Capital invested by funds: $1.06B → $883M (-$179M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

62% less call options, than puts

Call options by funds: $3.82M | Put options by funds: $10.2M

Holders
163
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
68
Reduced
44
Closed
23
Calls
$3.82M
Puts
$10.2M
Net Calls
-$6.35M
Net Calls Change
-$9.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
151
C.M. Bidwell & Associates
Hawaii
$3K
AA
152
AlphaMark Advisors
Kentucky
$2K
CA
153
Clearstead Advisors
Ohio
$1K
CFGS
154
Concourse Financial Group Securities
Alabama
$1K
HWA
155
Heritage Wealth Advisors
Virginia
$1K
Federated Hermes
156
Federated Hermes
Pennsylvania
$1K +$11 +1 New
WOC
157
West Oak Capital
California
$1K +$562 +50 +50%
BHWM
158
Beaird Harris Wealth Management
Texas
$1K +$685 +61 New
S
159
SignatureFD
Georgia
$1K +$865 +77 New
RG
160
Retirement Group
California
$1K +$1.12K +100 New
Manulife (Manufacturers Life Insurance)
161
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$578 -$4.42K -394 -0.7%
IFA
162
Invus Financial Advisors
New York
-$25.8M -2,146,785 Closed
DA
163
Duality Advisers
Florida
-$1.32M -110,170 Closed
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
-$1.3M -106,712 Closed
MCP
165
Mirador Capital Partners
California
-$971K -80,706 Closed
Asset Management One
166
Asset Management One
Japan
-$354K -29,506 Closed
JF
167
Jump Financial
Illinois
-$354K -29,454 Closed
GC
168
Guggenheim Capital
Illinois
-$255K -21,226 Closed
RJFSA
169
Raymond James Financial Services Advisors
Florida
-$171K -14,243 Closed
CMI
170
Clare Market Investments
Texas
-$145K -12,075 Closed
Voloridge Investment Management
171
Voloridge Investment Management
Florida
-$141K -11,688 Closed
Prudential Financial
172
Prudential Financial
New Jersey
-$129K -10,718 Closed
HI
173
Harbour Investments
Wisconsin
-$15K -1,284 Closed
RE
174
RBC Europe
United Kingdom
-$9.68K -805 Closed
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
-$8.9K -740 Closed

YEXT Hedge Fund Activity: Q4 2021 in Review

163 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2021, worth a combined $883M — down 17% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new YEXT positions and 23 closed out — a net gain of 3 holders — while 68 added to existing stakes and 44 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $11.7M. The largest seller was Fidelity Investments, cutting an estimated $54.8M.

  • 163 institutional investors held Yext (YEXT) as of Q4 2021, up from 162 in Q3 2021.
  • Funds reported $883M of Yext stock for Q4 2021, down 17% quarter-over-quarter.
  • 26 funds opened new Yext positions in Q4 2021 and 23 closed out, a net change of +3 holders.
  • The largest Yext buyer in Q4 2021 was Champlain Investment Partners, an estimated $11.7M added.
  • The largest Yext seller in Q4 2021 was Fidelity Investments, an estimated $54.8M sold.

Based on aggregated 13F filings for Q4 2021.