Yatsen Holding
YSG
38 hedge funds and large institutions have $78.9M invested in Yatsen Holding in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 9 closing their positions.
200% more call options, than puts
Call options by funds: $78K | Put options by funds: $26K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0.1% less ownership
Funds ownership: 1.1% → 1.01% (-0.1%)
5% less funds holding
Funds holding: 40 → 38 (-2)
10% less capital invested
Capital invested by funds: $87.4M → $78.9M (-$8.52M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$1.3M |
| 2 |
Millennium Management
New York
|
+$365K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$149K |
| 4 |
Jane Street
New York
|
+$144K |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.83M |
| 2 |
WP
Warburg Pincus
New York
|
-$2.66M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$899K |
| 4 |
State Street
Boston,
Massachusetts
|
-$819K |
| 5 |
RP
Regal Partners
Sydney, NSW,
Australia
|
-$759K |
YSG Hedge Fund Activity: Q3 2023 in Review
38 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Yatsen Holding (YSG) for Q3 2023, worth a combined $78.9M — down 9.7% from $87.4M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of YSG and 7 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 9 added.
The largest buyer was Lansdowne Partners (UK), opening a new position worth an estimated $1.3M. The largest seller was Morgan Stanley, cutting an estimated $2.83M.
- 38 institutional investors held Yatsen Holding (YSG) as of Q3 2023, down from 40 in Q2 2023.
- Funds reported $78.9M of Yatsen Holding stock for Q3 2023, down 9.7% quarter-over-quarter.
- 7 funds opened new Yatsen Holding positions in Q3 2023 and 9 closed out, a net change of -2 holders.
- The largest Yatsen Holding buyer in Q3 2023 was Lansdowne Partners (UK), an estimated $1.3M added.
- The largest Yatsen Holding seller in Q3 2023 was Morgan Stanley, an estimated $2.83M sold.
Based on aggregated 13F filings for Q3 2023.