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Yext
YEXT

Overview Fund Activity

178 hedge funds and large institutions have $539M invested in Yext in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 29 closing their positions.

Holders
178
Holders Change
-10
Holders Change %
-5.32%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
56
Reduced
68
Closed
29
Calls
$834K
Puts
$1.6M
Net Calls
-$766K
Net Calls Change
-$1.45M

Top Buyers

1
DSCM
1
Divisadero Street Capital Management
Florida
$7M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.4M
3
ICM
3
Invenomic Capital Management
Massachusetts
$9.07M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.8M
5
Millennium Management
5
Millennium Management
New York
$3.01M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.08M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.15M
3
Norges Bank
3
Norges Bank
Norway
$0
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$0
5
CSS
5
Cubist Systematic Strategies
Connecticut
$1.06M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$14.3K 2,369 – –
NC
152
nVerses Capital
Florida
$13.3K 2,200 +2,200 New
S
153
SignatureFD
Georgia
$11.7K 1,937 -456 -19%
PIM
154
Plato Investment Management
Australia
$11K 1,824 – –
Osaic Holdings
155
Osaic Holdings
Arizona
$8.63K 1,432 -124 -8%
PA
156
Parallel Advisors
California
$7.77K 1,289 -54 -4%
QPBE
157
Quintet Private Bank (Europe)
Luxembourg
$6.31K 920 +920 New
FCMT
158
Founders Capital Management (Texas)
Texas
$6.03K 1,000 – –
EWA
159
EverSource Wealth Advisors
Alabama
$5.25K 956 – –
LC
160
Lindbrook Capital
California
$3.99K 661 -111 -14%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$2.87K 525 – –
AF
162
Allworth Financial
California
$2.19K 363 -25 -6%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$2K 254 -216 -46%
LI
164
LRI Investments
Florida
$1.69K 280 +280 New
FFO
165
Fortitude Family Office
Arizona
$1.68K 279 – –
CFM
166
Catalyst Funds Management
Australia
$1.21K 200 +200 New
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$1.19K 198 +66 +50%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$621 103 -10 -9%
PWMG
169
Private Wealth Management Group
New Jersey
$507 84 -379 -82%
Comerica Bank
170
Comerica Bank
Texas
$283 47 – –
BTI
171
Blue Trust Inc
Georgia
$241 40 – –
GWSG
172
GPS Wealth Strategies Group
Colorado
$181 30 +30 New
AEPWM
173
Atlantic Edge Private Wealth Management
Florida
$151 25 – –
AWM
174
Avior Wealth Management
Nebraska
$126 21 +21 New
RIL
175
Rothschild Investment LLC
Illinois
$121 20 +20 New
5 6
7
8 9