Yatsen Holding
YSG
64 hedge funds and large institutions have $416M invested in Yatsen Holding in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 27 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 15
7% more call options, than puts
Call options by funds: $2.68M | Put options by funds: $2.5M
0.02% more ownership
Funds ownership: 1.35% → 1.37% (+0.02%)
16% less funds holding
Funds holding: 76 → 64 (-12)
44% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 27
62% less capital invested
Capital invested by funds: $1.1B → $416M (-$687M)
71% less funds holding in top 10
Funds holding in top 10: 7 → 2 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$75.4M |
| 2 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
+$12.2M |
| 3 |
TPC
Tiger Pacific Capital
New York
|
+$7.93M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$7.33M |
| 5 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
+$3.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$38.1M |
| 2 |
Tiger Global Management
New York
|
-$37.4M |
| 3 |
SCH
Sylebra Capital (HK)
Hong Kong
|
-$27.6M |
| 4 |
TLA
Tree Line Advisors
Central,
Hong Kong
|
-$27.2M |
| 5 |
MICM
Matthews International Capital Management
San Francisco,
California
|
-$26.8M |
YSG Hedge Fund Activity: Q3 2021 in Review
64 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Yatsen Holding (YSG) for Q3 2021, worth a combined $416M — down 62% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of YSG and 15 opened new positions — a net loss of 12 holders — while 15 trimmed existing stakes and 24 added.
The largest buyer was Morgan Stanley, adding an estimated $75.4M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $38.1M sold.
- 64 institutional investors held Yatsen Holding (YSG) as of Q3 2021, down from 76 in Q2 2021.
- Funds reported $416M of Yatsen Holding stock for Q3 2021, down 62% quarter-over-quarter.
- 15 funds opened new Yatsen Holding positions in Q3 2021 and 27 closed out, a net change of -12 holders.
- The largest Yatsen Holding buyer in Q3 2021 was Morgan Stanley, an estimated $75.4M added.
- The largest Yatsen Holding seller in Q3 2021 was T. Rowe Price Associates, an estimated $38.1M sold.
Based on aggregated 13F filings for Q3 2021.