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YSG

Yatsen Holding
YSG

76 hedge funds and large institutions have $1.1B invested in Yatsen Holding in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $8.85M

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

20% more capital invested

Capital invested by funds: $922M → $1.1B (+$180M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

0.41% more ownership

Funds ownership: 0.94% → 1.35% (+0.41%)

10% less funds holding

Funds holding: 84 → 76 (-8)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

Holders
76
Holders Change
-8
Holders Change %
-9.52%
% of All Funds
1.32%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
26
Reduced
20
Closed
33
Calls
$17.7M
Puts
$8.85M
Net Calls
+$8.9M
Net Calls Change
+$13.3M

Top Buyers

Rank Fund Capital Flow
1
Tiger Global Management
Tiger Global Management
New York
+$233M
2
AMH
Aspex Management (HK)
Hong Kong
+$78.1M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$76.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$55.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$30.8M
2
TC
Tairen Capital
Hong Kong
-$21.8M
3
CS
Credit Suisse
Switzerland
-$20M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$18.4M
5
SCH
Sylebra Capital (HK)
Hong Kong
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
76
Point72 Hong Kong
Hong Kong
$1K +$724 +14 New
TC
77
Tairen Capital
Hong Kong
– -$21.8M -353,478 Closed
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
– -$18.4M -298,660 Closed
CCM
79
Candlestick Capital Management
Connecticut
– -$16.1M -260,000 Closed
FC
80
Franchise Capital
Cayman Islands
– -$7.47M -120,942 Closed
Northern Trust
81
Northern Trust
Illinois
– -$6.99M -113,245 Closed
TIM
82
Thornburg Investment Management
New Mexico
– -$6.49M -105,024 Closed
AC
83
Athanor Capital
New York
– -$5.09M -82,482 Closed
Neuberger Berman Group
84
Neuberger Berman Group
New York
– -$4.75M -76,860 Closed
CG
85
Carmignac Gestion
France
– -$1.95M -31,609 Closed
SIM
86
SRS Investment Management
New York
– -$1.85M -30,000 Closed
QC
87
Quaero Capital
Switzerland
– -$1.45M -23,395 Closed
Norges Bank
88
Norges Bank
Norway
– -$762K -12,343 Closed
PGCM
89
Prescott Group Capital Management
Oklahoma
– -$617K -10,000 Closed
VAM
90
Veritas Asset Management
United Kingdom
– -$617K -10,000 Closed
AIA
91
Avalon Investment & Advisory
Texas
– -$591K -9,570 Closed
SEC
92
Seven Eight Capital
New York
– -$792K -9,314 Closed
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
– -$558K -9,033 Closed
MS
94
Maven Securities
Jersey
– -$522K -8,487 Closed
JF
95
Jump Financial
Illinois
– -$408K -6,602 Closed
Verition Fund Management
96
Verition Fund Management
Connecticut
– -$242K -3,914 Closed
PP
97
Paloma Partners
Connecticut
– -$241K -3,908 Closed
SG Americas Securities
98
SG Americas Securities
New York
– -$231K -3,737 Closed
CLOS
99
Compagnie Lombard Odier SCmA
Switzerland
– -$220K -3,560 Closed
LOAMS
100
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$220K -3,560 Closed
1 2 3
4
5

YSG Hedge Fund Activity: Q2 2021 in Review

76 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Yatsen Holding (YSG) for Q2 2021, worth a combined $1.1B — up 20% from $922M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of YSG and 25 opened new positions — a net loss of 8 holders — while 20 trimmed existing stakes and 26 added.

The largest buyer was Tiger Global Management, adding an estimated $233M. The largest seller was JP Morgan Chase, cutting an estimated $30.8M.

  • 76 institutional investors held Yatsen Holding (YSG) as of Q2 2021, down from 84 in Q1 2021.
  • Funds reported $1.1B of Yatsen Holding stock for Q2 2021, up 20% quarter-over-quarter.
  • 25 funds opened new Yatsen Holding positions in Q2 2021 and 33 closed out, a net change of -8 holders.
  • The largest Yatsen Holding buyer in Q2 2021 was Tiger Global Management, an estimated $233M added.
  • The largest Yatsen Holding seller in Q2 2021 was JP Morgan Chase, an estimated $30.8M sold.

Based on aggregated 13F filings for Q2 2021.