Yatsen Holding
YSG
35 hedge funds and large institutions have $22.6M invested in Yatsen Holding in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 12 closing their positions.
1,300% more call options, than puts
Call options by funds: $14K | Put options by funds: $1K
0.25% less ownership
Funds ownership: 0.97% → 0.72% (-0.25%)
5% less funds holding
Funds holding: 37 → 35 (-2)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
59% less capital invested
Capital invested by funds: $55.6M → $22.6M (-$33M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.03M |
| 2 |
Morgan Stanley
New York
|
+$1.2M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$596K |
| 4 |
Jane Street
New York
|
+$595K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$318K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
-$7.79M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.11M |
| 3 |
WP
Warburg Pincus
New York
|
-$5.61M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$529K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$374K |
YSG Hedge Fund Activity: Q1 2024 in Review
35 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Yatsen Holding (YSG) for Q1 2024, worth a combined $22.6M — down 59% from $55.6M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of YSG and 10 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 9 added.
The largest buyer was Millennium Management, adding an estimated $2.03M. The largest seller was Aspex Management (HK), cutting an estimated $7.79M.
- 35 institutional investors held Yatsen Holding (YSG) as of Q1 2024, down from 37 in Q4 2023.
- Funds reported $22.6M of Yatsen Holding stock for Q1 2024, down 59% quarter-over-quarter.
- 10 funds opened new Yatsen Holding positions in Q1 2024 and 12 closed out, a net change of -2 holders.
- The largest Yatsen Holding buyer in Q1 2024 was Millennium Management, an estimated $2.03M added.
- The largest Yatsen Holding seller in Q1 2024 was Aspex Management (HK), an estimated $7.79M sold.
Based on aggregated 13F filings for Q1 2024.