Yatsen Holding
YSG
60 hedge funds and large institutions have $101M invested in Yatsen Holding in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 23 closing their positions.
0.18% less ownership
Funds ownership: 1.83% → 1.65% (-0.18%)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
21% less funds holding
Funds holding: 76 → 60 (-16)
30% less call options, than puts
Call options by funds: $95K | Put options by funds: $136K
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
70% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 23
71% less capital invested
Capital invested by funds: $353M → $101M (-$251M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$9.51M |
| 2 |
Renaissance Technologies
New York
|
+$4.08M |
| 3 |
D.E. Shaw & Co
New York
|
+$4.01M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$2.14M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiger Global Management
New York
|
-$12.3M |
| 2 |
WA
WFM Asia
Road Town, Tortola,
British Virgin Islands
|
-$10.7M |
| 3 |
Alkeon Capital Management
New York
|
-$9.01M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.57M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$5.46M |
YSG Hedge Fund Activity: Q1 2022 in Review
60 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Yatsen Holding (YSG) for Q1 2022, worth a combined $101M — down 71% from $353M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of YSG and 7 opened new positions — a net loss of 16 holders — while 21 trimmed existing stakes and 18 added.
The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $9.51M. The largest seller was Tiger Global Management, exiting entirely with an estimated $12.3M sold.
- 60 institutional investors held Yatsen Holding (YSG) as of Q1 2022, down from 76 in Q4 2021.
- Funds reported $101M of Yatsen Holding stock for Q1 2022, down 71% quarter-over-quarter.
- 7 funds opened new Yatsen Holding positions in Q1 2022 and 23 closed out, a net change of -16 holders.
- The largest Yatsen Holding buyer in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $9.51M added.
- The largest Yatsen Holding seller in Q1 2022 was Tiger Global Management, an estimated $12.3M sold.
Based on aggregated 13F filings for Q1 2022.