Yext
YEXT
143 hedge funds and large institutions have $1.28B invested in Yext in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 27 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 46
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.13% less ownership
Funds ownership: 71.58% → 70.46% (-1.1%)
2% less funds holding
Funds holding: 146 → 143 (-3)
9% less capital invested
Capital invested by funds: $1.4B → $1.28B (-$121M)
11% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 27
54% less call options, than puts
Call options by funds: $4.85M | Put options by funds: $10.6M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$16.5M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$10.3M |
| 4 |
Bank of New York Mellon
New York
|
+$7.34M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$5.87M |
Top Sellers
| 1 |
Capital World Investors
Los Angeles,
California
|
-$27M |
| 2 |
IFA
Invus Financial Advisors
New York
|
-$14.6M |
| 3 |
Millennium Management
New York
|
-$7.08M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.08M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$3.39M |
YEXT Hedge Fund Activity: Q3 2020 in Review
143 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2020, worth a combined $1.28B — down 8.6% from $1.4B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of YEXT and 24 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 50 added.
The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Capital World Investors, cutting an estimated $27M.
- 143 institutional investors held Yext (YEXT) as of Q3 2020, down from 146 in Q2 2020.
- Funds reported $1.28B of Yext stock for Q3 2020, down 8.6% quarter-over-quarter.
- 24 funds opened new Yext positions in Q3 2020 and 27 closed out, a net change of -3 holders.
- The largest Yext buyer in Q3 2020 was Fidelity Investments, an estimated $18.7M added.
- The largest Yext seller in Q3 2020 was Capital World Investors, an estimated $27M sold.
Based on aggregated 13F filings for Q3 2020.