Yext
YEXT
162 hedge funds and large institutions have $1.06B invested in Yext in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 29 closing their positions.
89% more call options, than puts
Call options by funds: $6.97M | Put options by funds: $3.69M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
26% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 47
0.04% less ownership
Funds ownership: 69.79% → 69.75% (-0.04%)
5% less funds holding
Funds holding: 171 → 162 (-9)
15% less capital invested
Capital invested by funds: $1.25B → $1.06B (-$187M)
24% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 29
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.2M |
| 3 |
Bank of New York Mellon
New York
|
+$8.33M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$3.98M |
| 5 |
NIM
Needham Investment Management
New York
|
+$3.74M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$8.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.48M |
| 3 |
JGC
J. Goldman & Co
New York
|
-$5.66M |
| 4 |
Squarepoint
New York
|
-$5.25M |
| 5 |
D.E. Shaw & Co
New York
|
-$5.08M |
YEXT Hedge Fund Activity: Q3 2021 in Review
162 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2021, worth a combined $1.06B — down 15% from $1.25B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of YEXT and 22 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 59 added.
The largest buyer was Fidelity Investments, adding an estimated $21.4M. The largest seller was Morgan Stanley, cutting an estimated $8.8M.
- 162 institutional investors held Yext (YEXT) as of Q3 2021, down from 171 in Q2 2021.
- Funds reported $1.06B of Yext stock for Q3 2021, down 15% quarter-over-quarter.
- 22 funds opened new Yext positions in Q3 2021 and 29 closed out, a net change of -7 holders.
- The largest Yext buyer in Q3 2021 was Fidelity Investments, an estimated $21.4M added.
- The largest Yext seller in Q3 2021 was Morgan Stanley, an estimated $8.8M sold.
Based on aggregated 13F filings for Q3 2021.