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151 hedge funds and large institutions have $1.38B invested in Yext in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.4M

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $1.28B → $1.38B (+$105M)

6% more funds holding

Funds holding: 143151 (+8)

1.81% more ownership

Funds ownership: 70.46%72.27% (+1.8%)

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
52
Reduced
48
Closed
18
Calls
$30.9M
Puts
$10.4M
Net Calls
+$20.5M
Net Calls Change
+$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$282M +$198M +11,590,593 +182%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$181M -$1.14M -66,532 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$146M +$12M +704,174 +8%
BlackRock
4
BlackRock
New York
$143M +$11.6M +677,933 +8%
CIP
5
Champlain Investment Partners
Vermont
$119M -$11.3M -658,210 -8%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$77.4M -$4.89M -285,985 -5%
ClearBridge Investments
7
ClearBridge Investments
New York
$68M +$4.16M +243,361 +6%
IFA
8
Invus Financial Advisors
New York
$38.8M -$13.9M -815,577 -25%
State Street
9
State Street
Massachusetts
$36.7M +$3.3M +192,756 +9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$23.7M +$2.35M +137,376 +10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$22M +$3.73M +218,369 +18%
Capital International Investors
12
Capital International Investors
California
$18.7M -$4.57M -266,951 -18%
Northern Trust
13
Northern Trust
Illinois
$17.7M -$835K -48,848 -4%
Norges Bank
14
Norges Bank
Norway
$16.5M +$2.51M +146,497 +16%
GS
15
Gagnon Securities
New York
$11.4M +$2.72M +159,231 +28%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$11.2M +$3.28M +191,766 +37%
Charles Schwab
17
Charles Schwab
California
$10.2M +$361K +21,134 +3%
Mitsubishi UFJ Trust & Banking
18
Mitsubishi UFJ Trust & Banking
Japan
$10M -$963K -56,320 -8%
Goldman Sachs
19
Goldman Sachs
New York
$9.45M +$2.22M +129,726 +28%
MWM
20
Maltin Wealth Management
New Jersey
$8.89M
NIM
21
Needham Investment Management
New York
$7.07M +$7.7M +450,000 New
GA
22
Gagnon Advisors
New York
$6.54M +$1.69M +98,604 +31%
Man Group
23
Man Group
United Kingdom
$6.32M -$104K -6,102 -1%
Canada Life
24
Canada Life
Manitoba, Canada
$6.27M +$2.13M +124,719 +46%
N
25
Nuveen
North Carolina
$6.19M +$79.9K +4,670 +1%

YEXT Hedge Fund Activity: Q4 2020 in Review

151 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2020, worth a combined $1.38B — up 8.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new YEXT positions and 18 closed out — a net gain of 10 holders — while 52 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $198M. The largest seller was Capital World Investors, exiting entirely with an estimated $120M sold.

  • 151 institutional investors held Yext (YEXT) as of Q4 2020, up from 143 in Q3 2020.
  • Funds reported $1.38B of Yext stock for Q4 2020, up 8.2% quarter-over-quarter.
  • 28 funds opened new Yext positions in Q4 2020 and 18 closed out, a net change of +10 holders.
  • The largest Yext buyer in Q4 2020 was Fidelity Investments, an estimated $198M added.
  • The largest Yext seller in Q4 2020 was Capital World Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2020.