Yext
YEXT
151 hedge funds and large institutions have $1.39B 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.
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
9% more capital invested
Capital invested by funds: $1.28B → $1.39B (+$110M)
6% more funds holding
Funds holding: 143 → 151 (+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: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$198M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12M |
| 3 |
BlackRock
New York
|
+$11.6M |
| 4 |
NIM
Needham Investment Management
New York
|
+$7.7M |
| 5 |
ClearBridge Investments
New York
|
+$4.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$120M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$14.8M |
| 3 |
IFA
Invus Financial Advisors
New York
|
-$13.9M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$11.3M |
| 5 |
Janus Henderson Group
London,
|
-$4.89M |
YEXT Hedge Fund Activity: Q4 2020 in Review
151 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q4 2020, worth a combined $1.39B — up 8.6% 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 $1.39B of Yext stock for Q4 2020, up 8.6% 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.