Vault-13

HESAI GROUP HSAI

SPONSORED ADS · ADR · CUSIP 428050108 · ISIN US4280501085

Chinese lidar company

36 institutional holders -8 vs Q1 2023
19,163,98619.2m shares reported held*
$201.8mreported value*
7 new 12 added 10 reduced 15 sold out net sold ≈ $4.0m (-377.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.53.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0204060Q1 23: 44Q2 23: 3636Q1 23Q2 23
Numbers
QuarterHolders
Q1 202344
Q2 202336

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ3 22 calls: $0Q3 22 puts: $0Q3 22P/C —Q4 22 calls: $0Q4 22 puts: $0Q4 22P/C —Q1 23 calls: $0Q1 23 puts: $773.5kQ1 23P/C —Q2 23 calls: $0Q2 23 puts: $0Q2 23P/C —
Numbers
QuarterCallsPutsP/C
Q3 2022$0$0—
Q4 2022$0$0—
Q1 2023$0$773.5k—
Q2 2023$0$0—

Biggest buyers

FIL Ltd Added +1,153,791+1.2m
PRUDENTIAL PLC Added +534,323+534.3k
BARCLAYS PLC Added +139,040+139.0k
RENAISSANCE TECHNOLOGIES LLC New +129,371+129.4k
Maytree Asset Management Ltd Added +107,412+107.4k
Point72 Asset Management, L.P. Added +82,100+82.1k
Point72 Hong Kong Ltd Added +54,083+54.1k
Maven Securities LTD New +48,300+48.3k
MORGAN STANLEY Added +37,618+37.6k
Pinpoint Asset Management Ltd Added +27,149+27.1k

Biggest sellers

Capital International Investors Sold out -753,979-754.0k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -517,236-517.2k
AMERIPRISE FINANCIAL INC Reduced -266,676-266.7k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -235,134-235.1k
Rokos Capital Management LLP Sold out -175,000-175.0k
NEUBERGER BERMAN GROUP LLC Sold out -157,026-157.0k
Hel Ved Capital Management Ltd Reduced -134,100-134.1k
LMR Partners LLP Sold out -100,572-100.6k
Encompass Capital Advisors LLC Sold out -71,182-71.2k
MILLENNIUM MANAGEMENT LLC Reduced -69,020-69.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution new · filed 2025-08-06 5.2% new 5.4m 2025-08-06

Fell to 5% or below in the last year: Ayrton Capital LLC (0.0%, 2026-08-13)

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Lightspeed Opportunity Fund, L.P. 85.41% of their portfolio Menlo Park, CA 10,688,29410.7m $112.5m $112.5m 85.41% Unchanged
2 FIL Ltd 0.03% of their portfolio HAMILTON, D0 2,852,5892.9m $30.0m $30.0m 0.03% Added +1.2m +1,153,791
3 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 1,003,3721.0m $10.6m $10.6m 0.00% Reduced -14.6k -14,580
4 HarbourVest Partners LLC 1.81% of their portfolio Boston, MA 606,061606.1k $6.4m $6.4m 1.81% Unchanged
5 PRUDENTIAL PLC 0.07% of their portfolio LONDON, X0 579,558579.6k $6.1m $6.1m 0.07% Added +534.3k +534,323
6 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 526,563526.6k $5.5m $5.5m 0.01% Reduced -517.2k -517,236
7 Knollwood Investment Advisory, LLC 1.83% of their portfolio HUNT VALLEY, MD 514,692514.7k $5.4m $5.4m 1.83% Unchanged
8 Point72 Hong Kong Ltd 0.74% of their portfolio HONG KONG, K3 236,800236.8k $2.5m $2.5m 0.74% Added +54.1k +54,083
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 230,738230.7k $2.4m $2.4m 0.00% Reduced -266.7k -266,676
10 Maytree Asset Management Ltd 2.37% of their portfolio HONG KONG, K3 222,412222.4k $2.3m $2.3m 2.37% Added +107.4k +107,412
11 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 211,439211.4k $2.2m $2.2m 0.00% Reduced -235.1k -235,134
12 Aspex Management (HK) Ltd 0.06% of their portfolio CENTRAL, K3 200,000200.0k $2.1m $2.1m 0.06% Unchanged
13 Point72 Asset Management, L.P. 0.01% of their portfolio STAMFORD, CT 171,000171.0k $1.8m $1.8m 0.01% Added +82.1k +82,100
14 Hel Ved Capital Management Ltd 0.77% of their portfolio CENTRAL, K3 170,900170.9k $1.8m $1.8m 0.77% Reduced -134.1k -134,100
15 Ghisallo Capital Management LLC 0.19% of their portfolio BOSTON, MA 150,000150.0k $1.6m $1.6m 0.19% Unchanged
16 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 146,140146.1k $1.5m $1.5m 0.00% Added +139.0k +139,040
17 Pinpoint Asset Management Ltd 0.00% of their portfolio HONG KONG, K3 130,888130.9k $1.4m $1.4m 0.00% Added +27.1k +27,149
18 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 129,371129.4k $1.4m $1.4m 0.00% New
19 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 101,636101.6k $1.1m $1.1m 0.00% Reduced -69.0k -69,020
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 90,14390.1k $949.2k $949.2k 0.00% Added +37.6k +37,618
21 AVIVA PLC 0.00% of their portfolio LONDON, X0 74,00674.0k $779.3k $779.3k 0.00% Added +4.0k +4,006
22 China Universal Asset Management Co., Ltd. 0.24% of their portfolio SHANGHAI, F4 73,45473.5k $773.5k $773.5k 0.24% Unchanged
23 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 58,46758.5k $615.7k $615.7k 0.00% Added +967 +967
24 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 49,32049.3k $519.3k $519.3k 0.01% Unchanged
25 Maven Securities LTD 0.07% of their portfolio ST HELIER, Y9 48,30048.3k $508.6k $508.6k 0.07% New
26 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 25,71025.7k $270.7k $270.7k 0.00% Added +25.0k +25,010
27 Sandia Investment Management LP 0.05% of their portfolio BOSTON, MA 16,39316.4k $172.6k $172.6k 0.05% Reduced -2.8k -2,800
28 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 13,98214.0k $147.2k $147.2k 0.00% New
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 13,32613.3k $140.3k $140.3k 0.00% New
30 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 12,60912.6k $132.8k $132.8k 0.00% Added +1.4k +1,399
31 BlackRock Inc. 0.00% of their portfolio New York, NY 10,48810.5k $110.4k $110.4k 0.00% Reduced -3.0k -3,000
32 Point72 Middle East FZE 0.00% of their portfolio DUBAI, C0 6,8956.9k $72.6k $72.6k 0.00% Reduced -45.1k -45,107
33 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 1,1201.1k $11.8k $11.8k 0.00% New
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 874874 $9.2k $9.2k 0.00% Reduced -4.2k -4,157
35 Bell Investment Advisors, Inc 0.00% of their portfolio ORINDA, CA 5151 $538 $538 0.00% New
36 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% New