So-Young International
41 hedge funds and large institutions have $164M invested in So-Young International in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 5 closing their positions.
440% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 5
206% more capital invested
Capital invested by funds: $53.7M → $164M (+$110M)
116% more funds holding
Funds holding: 19 → 41 (+22)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
7.26% more ownership
Funds ownership: 5.54% → 12.8% (+7.3%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
62% less call options, than puts
Call options by funds: $438K | Put options by funds: $1.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAA
TB Alternative Assets
Grand Cayman,
Cayman Islands
|
+$20.8M |
| 2 |
KFA
Krane Funds Advisors
New York
|
+$7.27M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.88M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.14M |
| 5 |
First Manhattan
New York
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
-$10.5M |
| 2 |
BlackRock
New York
|
-$1.9M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$1.43M |
| 4 |
LOAME
Lombard Odier Asset Management (Europe)
London,
United Kingdom
|
-$1.12M |
| 5 |
YRHAM
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
-$485K |
SY Hedge Fund Activity: Q4 2019 in Review
41 of the 5,093 institutional investors tracked by Wall St. Rank reported a position in So-Young International (SY) for Q4 2019, worth a combined $164M — up 206% from $53.7M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SY positions and 5 closed out — a net gain of 22 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was TB Alternative Assets, opening a new position worth an estimated $20.8M. The largest seller was Light Street Capital Management, cutting an estimated $10.5M.
- 41 institutional investors held So-Young International (SY) as of Q4 2019, up from 19 in Q3 2019.
- Funds reported $164M of So-Young International stock for Q4 2019, up 206% quarter-over-quarter.
- 27 funds opened new So-Young International positions in Q4 2019 and 5 closed out, a net change of +22 holders.
- The largest So-Young International buyer in Q4 2019 was TB Alternative Assets, an estimated $20.8M added.
- The largest So-Young International seller in Q4 2019 was Light Street Capital Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2019.