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Yext
YEXT

78 hedge funds and large institutions have $426M invested in Yext in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 4 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

825% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 4

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

32% more funds holding

Funds holding: 59 → 78 (+19)

23% more capital invested

Capital invested by funds: $347M → $426M (+$78.8M)

9.84% more ownership

Funds ownership: 28.95% → 38.79% (+9.8%)

73% less call options, than puts

Call options by funds: $104K | Put options by funds: $391K

Holders
78
Holders Change
+19
Holders Change %
+32.2%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
29
Increased
37
Reduced
4
Closed
10
Calls
$104K
Puts
$391K
Net Calls
-$287K
Net Calls Change
+$57K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$19.5M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$12.5M
4
SRFM
Shannon River Fund Management
New York
+$12.5M
5
GJCM
Grand Jean Capital Management
California
+$6.68M

Top Sellers

1
PCOC
Power Corp of Canada
Canada
-$8.83M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.73M
3
SIM
Spark Investment Management
New York
-$1.6M
4
JG
Jefferies Group
New York
-$664K
5
Norges Bank
Norges Bank
Norway
-$664K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M +$32.3M +2,580,159 +31%
IHG
2
Insight Holdings Group
New York
$92.8M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$28M +$19.5M +1,553,193 +202%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$23.3M +$2.47M +197,408 +11%
BAMCO Inc
5
BAMCO Inc
New York
$21.1M +$3.45M +275,000 +19%
OTPPB
6
Ontario Teachers' Pension Plan Board
Ontario, Canada
$18M +$12.5M +1,000,000 +200%
BlackRock
7
BlackRock
New York
$15.1M +$6.68M +532,722 +74%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$13.1M +$155K +12,348 +1%
SRFM
9
Shannon River Fund Management
New York
$12M +$12.5M +1,000,000 New
PCOC
10
Power Corp of Canada
Canada
$10.4M -$8.83M -704,883 -45%
ClearBridge Investments
11
ClearBridge Investments
New York
$10.1M +$5.85M +466,631 +124%
GJCM
12
Grand Jean Capital Management
California
$7.47M +$6.68M +532,856 +603%
TOPU
13
Trustees of Princeton University
New Jersey
$6.01M +$6.27M +500,000 New
State Street
14
State Street
Massachusetts
$3.17M +$1.2M +95,935 +57%
CI Investments Inc
15
CI Investments Inc
Ontario, Canada
$3.01M – – –
Northern Trust
16
Northern Trust
Illinois
$2.83M +$1.27M +101,624 +76%
STA
17
Summit Trail Advisors
New York
$2.75M +$2.81M +224,481 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.67M +$293K +23,378 +20%
Axa
19
Axa
France
$1.63M +$189K +15,104 +13%
Morgan Stanley
20
Morgan Stanley
New York
$1.53M +$870K +69,410 +120%
SCM
21
Segantii Capital Management
Hong Kong
$1.5M +$1.57M +125,000 New
BBHC
22
Brown Brothers Harriman & Co
New York
$1.39M +$1.44M +115,293 New
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$1.29M +$1.09M +87,187 +438%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.2M +$877K +70,000 +233%
Two Sigma Investments
25
Two Sigma Investments
New York
$905K +$943K +75,214 New
1
2 3 4

YEXT Hedge Fund Activity: Q4 2017 in Review

78 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2017, worth a combined $426M — up 23% from $347M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new YEXT positions and 10 closed out — a net gain of 19 holders — while 37 added to existing stakes and 4 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $32.3M. The largest seller was Power Corp of Canada, cutting an estimated $8.83M.

  • 78 institutional investors held Yext (YEXT) as of Q4 2017, up from 59 in Q3 2017.
  • Funds reported $426M of Yext stock for Q4 2017, up 23% quarter-over-quarter.
  • 29 funds opened new Yext positions in Q4 2017 and 10 closed out, a net change of +19 holders.
  • The largest Yext buyer in Q4 2017 was Fidelity Investments, an estimated $32.3M added.
  • The largest Yext seller in Q4 2017 was Power Corp of Canada, an estimated $8.83M sold.

Based on aggregated 13F filings for Q4 2017.