202 hedge funds and large institutions have $1.02B invested in Yext in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
37
Increased
64
Reduced
73
Closed
26
Calls
$11.6M
Puts
$2.88M
Net Calls
+$8.75M
Net Calls Change
+$5.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MLICM
176
Metropolitan Life Insurance Company (MetLife)
New York
$68.8K
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$45.6K
QL
178
Quarry LP
New York
$29.7K +$29.7K +2,623 New
S
179
SignatureFD
Georgia
$27.4K -$204 -18 -0.7%
Lazard Asset Management
180
Lazard Asset Management
New York
$27K +$27K +2,394 New
US Bancorp
181
US Bancorp
Minnesota
$25.2K +$19.1K +1,686 +312%
PA
182
Parallel Advisors
California
$19.6K
Osaic Holdings
183
Osaic Holdings
Arizona
$18.2K +$588 +52 +3%
LC
184
Lindbrook Capital
California
$11.1K -$1.41K -125 -11%
CG
185
Cutler Group
California
$11K +$11K +1,047 New
EWA
186
EverSource Wealth Advisors
Alabama
$10.8K
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$5.93K
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$5K
NA
189
NewEdge Advisors
Louisiana
$4.91K -$110K -9,688 -96%
AF
190
Allworth Financial
California
$4.39K
IA
191
IFP Advisors
Florida
$4.17K
SIC
192
Salem Investment Counselors
North Carolina
$3.39K +$3.39K +300 New
BAAM
193
Baker Avenue Asset Management
California
$3.14K
CA
194
Clearstead Advisors
Ohio
$1.98K
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$1.75K +$1.17K +103 +198%
MCM
196
Manchester Capital Management
Vermont
$1.71K -$1.09K -96 -39%
LSA
197
Lansing Street Advisors
Pennsylvania
$1.13K
HWA
198
Heritage Wealth Advisors
Virginia
$792
BHWM
199
Beaird Harris Wealth Management
Texas
$690
QCG
200
Quadrant Capital Group
Ohio
$181 +$181 +16 New