MINISO GROUP HLDG LTD MNSO
SPONSORED ADS · ADR · CUSIP 66981J102 · ISIN US66981J1025
- SectorConsumer discretionary
- IndustryRetail-Variety Stores
- FilingsSEC EDGAR
* 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 ($317.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.45. Options: 12 managers hold calls ($11.9m notional), 11 hold puts ($9.6m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 56 |
| Q4 2022 | 80 |
| Q1 2023 | 143 |
| Q2 2023 | 156 |
| Q3 2023 | 188 |
| Q4 2023 | 166 |
| Q1 2024 | 157 |
| Q2 2024 | 144 |
| Q3 2024 | 108 |
| Q4 2024 | 114 |
| Q1 2025 | 104 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 96 | 58 |
| Q3 2023 | 111 | 77 |
| Q4 2023 | 78 | 120 |
| Q1 2024 | 79 | 103 |
| Q2 2024 | 69 | 98 |
| Q3 2024 | 49 | 95 |
| Q4 2024 | 63 | 62 |
| Q1 2025 | 42 | 69 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $5.1m | $4.4m | 0.87 |
| Q3 2024 | $8.0m | $9.9m | 1.25 |
| Q4 2024 | $26.4m | $4.3m | 0.16 |
| Q1 2025 | $11.9m | $9.6m | 0.80 |
Biggest buyers
| UBS Group AG | Added | +2.2m |
| MARSHALL WACE, LLP | Added | +694.5k |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | New | +463.4k |
| JANE STREET GROUP, LLC | Added | +227.2k |
| BANK OF AMERICA CORP /DE/ | Added | +214.2k |
| NORGES BANK | Added | +127.4k |
| Linden Advisors LP | New | +84.7k |
| Tairen Capital Ltd | Added | +80.0k |
| HRT FINANCIAL LP | New | +77.9k |
| STATE STREET CORP | Added | +72.6k |
Biggest sellers
| M&G PLC | Reduced | -1.3m |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Sold out | -1.3m |
| MY.Alpha Management HK Advisors Ltd | Sold out | -555.0k |
| HCEP Management Ltd | Reduced | -425.2k |
| Candriam S.C.A. | Sold out | -418.0k |
| Pictet Asset Management Holding SA | Sold out | -400.5k |
| MACKENZIE FINANCIAL CORP | Reduced | -342.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Sold out | -215.2k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -203.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -189.1k |
Biggest calls
| PEAK6 LLC | Reduced | $2.9m154.4k shares |
| JANE STREET GROUP, LLC | Reduced | $2.1m113.9k shares |
| GROUP ONE TRADING LLC | Added | $1.7m92.6k shares |
| CITADEL ADVISORS LLC | Reduced | $1.3m69.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $872.0k47.2k shares |
| Walleye Trading LLC | New | $772.9k41.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $735.9k39.8k shares |
| IMC-Chicago, LLC | Reduced | $514.0k27.8k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $464.1k25.1k shares |
| WOLVERINE TRADING, LLC | New | $397.6k21.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.9m158.2k shares |
| JANE STREET GROUP, LLC | Added | $1.8m98.3k shares |
| SIMPLEX TRADING, LLC | Added | $1.3m68.4k shares |
| GROUP ONE TRADING LLC | Added | $1.0m55.4k shares |
| IMC-Chicago, LLC | Added | $782.1k42.3k shares |
| Walleye Trading LLC | Added | $680.4k36.8k shares |
| CITADEL ADVISORS LLC | Reduced | $497.4k26.9k shares |
| WOLVERINE TRADING, LLC | New | $312.1k16.8k shares |
| PEAK6 LLC | New | $160.9k8.7k shares |
| Walleye Capital LLC | Added | $103.5k5.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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.
| Holder | Stake |
|---|---|
| Ye Guofu 13G · exempt (held before listing) +0.6 pts · filed 2026-02-06 | 63.8% |
Insider purchases and sales in Q1 2025
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 Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd 18.77% of their portfolio | 9.2m $170.3m | Added +10.7k |
| UBS Group AG 0.02% of their portfolio | 4.2m $78.5m | Added +2.2m |
| M&G PLC 0.23% of their portfolio | 2.7m $47.7m | Reduced -1.3m |
| MORGAN STANLEY 0.00% of their portfolio | 2.6m $48.5m | Reduced -51.5k |
| HCEP Management Ltd 13.65% of their portfolio | 1.3m $23.6m | Reduced -425.2k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $21.4m | Added +72.6k |
| SYLEBRA CAPITAL LLC 0.73% of their portfolio | 779.5k $14.4m | Reduced -46.2k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 768.9k $14.2m | Added +694.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 490.6k $9.1m | Added +214.2k |
| Serenity Capital LLC 5.13% of their portfolio | 463.4k $8.6m | First filing |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. 5.13% of their portfolio | 463.4k $8.6m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 410.7k $7.6m | Added +227.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 376.0k $6.9m | Added +42.3k |
| Legal & General Group Plc 0.00% of their portfolio | 354.1k $6.5m | Reduced -67 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 315.4k $5.8m | Added +5.1k |
| Tairen Capital Ltd 0.36% of their portfolio | 298.2k $5.5m | Added +80.0k |
| NORGES BANK 0.00% of their portfolio | 246.3k $4.6m | Added +127.4k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 238.9k $4.4m | Reduced -1.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 232.0k $4.3m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 213.5k $3.9m | Reduced -156.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 194.7k $3.6m | Reduced -189.1k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 192.6k $3.6m | Reduced -342.4k |
| XY Capital Ltd 2.13% of their portfolio | 174.9k $3.2m | Reduced -62.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 132.6k $2.5m | Added +160 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 127.7k $2.4m | First filing |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 118.3k $2.2m | Reduced -58.6k |
| AI-Squared Management Ltd 2.52% of their portfolio | 103.9k $1.9m | Added +40.3k |
| LMR Partners LLP 0.03% of their portfolio | 85.6k $1.6m | Reduced -23.7k |
| Linden Advisors LP 0.01% of their portfolio | 84.7k $1.6m | New |
| Erste Asset Management GmbH 0.02% of their portfolio | 80.0k $1.5m | Unchanged |
| HRT FINANCIAL LP 0.01% of their portfolio | 77.9k $1.4m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 72.2k $1.3m | New |
| WEXFORD CAPITAL LP 0.29% of their portfolio | 61.1k $1.1m | New |
| AVIVA PLC 0.00% of their portfolio | 56.7k $1.0m | Reduced -2.6k |
| OLD MISSION CAPITAL LLC 0.02% of their portfolio | 51.5k $952.1k | New |
| SIMPLEX TRADING, LLC 0.03% of their portfolio | 45.8k $846.0k | Added +32.8k |
| ABS Direct Equity Fund LLC 0.92% of their portfolio | 37.1k $685.1k | Reduced -40.4k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 34.0k $628.7k | First filing |
| IMC-Chicago, LLC 0.02% of their portfolio | 28.5k $526.3k | New |
| Invesco Ltd. 0.00% of their portfolio | 28.3k $523.6k | Reduced -11.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 26.9k $498.0k | Added +10.7k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 26.7k $494.2k | Reduced -153.7k |
| Vident Advisory, LLC 0.01% of their portfolio | 24.7k $456.4k | Added +3.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 23.5k $435.0k | Reduced -706 |
| Quantinno Capital Management LP 0.00% of their portfolio | 20.1k $372.4k | Added +4.1k |
| Alberta Investment Management Corp 0.00% of their portfolio | 20.1k $371.6k | Unchanged |
| STOREBRAND ASSET MANAGEMENT AS 0.00% of their portfolio | 19.7k $364.9k | Unchanged |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 19.6k $343.0k | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 17.4k $322.0k | Reduced -5.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 16.4k $303.2k | Reduced -11.0k |
| IvyRock Asset Management (HK) Ltd 0.14% of their portfolio | 16.0k $295.8k | Unchanged |
| Infini Capital Management Ltd 0.29% of their portfolio | 15.7k $289.4k | New |
| Mariner, LLC 0.00% of their portfolio | 15.1k $278.3k | Added +158 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 14.5k $267.8k | Reduced -150 |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 13.8k $255.5k | Reduced -2.9k |
| LPL Financial LLC 0.00% of their portfolio | 11.9k $219.5k | Reduced -12.1k |
| BAROMETER CAPITAL MANAGEMENT INC. 0.08% of their portfolio | 11.8k $213.8k | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 11.8k $218.0k | Reduced -203.2k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 11.8k $217.5k | Reduced -1.3k |
| QRG CAPITAL MANAGEMENT, INC. 0.00% of their portfolio | 11.7k $215.7k | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 11.6k $214.4k | New |
| Creative Planning 0.00% of their portfolio | 11.5k $212.4k | Reduced -2.1k |
| Tidal Investments LLC 0.00% of their portfolio | 10.4k $193.0k | New |
| Orion Portfolio Solutions, LLC 0.00% of their portfolio | 8.5k $202.1k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 6.9k $126.9k | Reduced -5.0k |
| ATLAS CAPITAL ADVISORS INC. 0.02% of their portfolio | 6.7k $124.0k | Unchanged |
| Caitong International Asset Management Co., Ltd 0.08% of their portfolio | 5.7k $105.7k | Added +5.1k |
| Banque Cantonale Vaudoise 0.00% of their portfolio | 4.0k $74.0k | First filing |
| FMR LLC 0.00% of their portfolio | 3.8k $70.8k | Reduced -405 |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 3.8k $70.0k | Added +206 |
| Walleye Trading LLC 0.00% of their portfolio | 2.3k $42.6k | Reduced -17.5k |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 2.0k $37.5k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 2.0k $36.4k | Reduced -3.3k |
| Brooklyn Investment Group 0.01% of their portfolio | 1.7k $30.5k | Added +1.4k |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 1.6k $29.9k | Reduced -3 |
| Walleye Capital LLC 0.00% of their portfolio | 1.2k $23.0k | Reduced -19.4k |
| Parallel Advisors, LLC 0.00% of their portfolio | 933 $17.3k | Reduced -585 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 802 $14.8k | Added +162 |
| Blue Trust, Inc. 0.00% of their portfolio | 786 $14.5k | Added +114 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 746 $13.8k | Added +332 |
| Byrne Asset Management LLC 0.01% of their portfolio | 510 $9.4k | Added +187 |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 482 $6.9k | Added +75 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 358 $6.6k | Reduced -560 |
| MAI Capital Management 0.00% of their portfolio | 341 $6.3k | Unchanged |
| QUADRANT CAPITAL GROUP LLC 0.00% of their portfolio | 340 $6.3k | Reduced -86 |
| CITIGROUP INC 0.00% of their portfolio | 285 $5.3k | Added +19 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 283 $5.2k | Reduced -994 |
| SVB WEALTH LLC 0.00% of their portfolio | 244 $4.5k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 212 $4.1k | Reduced -59 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 200 $3.7k | Added +71 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 168 $3.1k | Reduced -442 |
| CWM, LLC 0.00% of their portfolio | 122 $2.0k | Unchanged |
| Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio | 100 $1.8k | Unchanged |
| HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio | 60 $1.0k | Not comparable |
| Physician Wealth Advisors, Inc. 0.00% of their portfolio | 42 $777 | Unchanged |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 37 $685 | Reduced -25 |
| NewSquare Capital LLC 0.00% of their portfolio | 34 $629 | New |
| Lindbrook Capital, LLC 0.00% of their portfolio | 34 $629 | Reduced -67 |
| Financial Gravity Asset Management, Inc. 0.00% of their portfolio | 15 $277 | First filing |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 10 $185 | Reduced -6 |