YATSEN HLDG LTD YSG
SPONSORED ADS · ADR · CUSIP 985194208
- SectorConsumer staples
- IndustryPerfumes, Cosmetics & Other Toilet Preparations
- 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 ($33.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $3.17. Options: 2 managers hold calls ($1.3k notional), 1 hold puts ($1.9k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 36 |
| Q2 2024 | 28 |
| Q3 2024 | 31 |
| Q4 2024 | 36 |
| Q1 2025 | 36 |
| Q2 2025 | 48 |
| Q3 2025 | 65 |
| Q4 2025 | 53 |
| Q1 2026 | 47 |
| Q2 2026 | 43 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 14 | 13 |
| Q4 2024 | 19 | 15 |
| Q1 2025 | 18 | 19 |
| Q2 2025 | 33 | 16 |
| Q3 2025 | 46 | 23 |
| Q4 2025 | 32 | 41 |
| Q1 2026 | 13 | 38 |
| Q2 2026 | 15 | 28 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $936.5k | $273.8k | 0.29 |
| Q4 2025 | $227.2k | $389 | 0.00 |
| Q1 2026 | $87.2k | $308 | 0.00 |
| Q2 2026 | $1.3k | $1.9k | 1.50 |
Biggest buyers
| Yiheng Capital Management, L.P. | Added | +148.3k |
| XTX Topco Ltd | Added | +55.3k |
| JPMORGAN CHASE & CO | New | +45.4k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +26.1k |
| SEI INVESTMENTS CO | New | +20.7k |
| Centiva Capital, LP | New | +14.1k |
| SmartHarvest Portfolios, LLC | New | +11.7k |
| Russell Investments Group, Ltd. | New | +10.5k |
| JANE STREET GROUP, LLC | Added | +4.2k |
| NEW YORK STATE COMMON RETIREMENT FUND | New | +2.6k |
Biggest sellers
| MORGAN STANLEY | Reduced | -495.0k |
| Connor, Clark & Lunn Investment Management Ltd. | Sold out | -417.7k |
| Point72 Asset Management, L.P. | Reduced | -231.2k |
| BARCLAYS PLC | Reduced | -185.8k |
| BANK OF AMERICA CORP /DE/ | Reduced | -80.0k |
| CITADEL ADVISORS LLC | Reduced | -71.9k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -71.5k |
| GSA CAPITAL PARTNERS LLP | Sold out | -66.3k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -47.6k |
| UBS Group AG | Reduced | -46.4k |
Biggest calls
| SIMPLEX TRADING, LLC | New | $951300 shares |
| GROUP ONE TRADING LLC | Unchanged | $317100 shares |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $1.9k600 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.
Insider purchases and sales since 1 Apr 2026
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 since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| HHLR ADVISORS, LTD. 1.86% of their portfolio | 4.9m $15.5m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 2.8m $8.8m | Reduced -495.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.5m $4.9m | Reduced -80.0k |
| Yiheng Capital Management, L.P. 1.32% of their portfolio | 946.2k $3.0m | Added +148.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 541.0k $1.7m | Reduced -71.5k |
| Perseverance Asset Management International 0.17% of their portfolio | 530.0k $1.7m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 404.4k $1.3m | Reduced -33.5k |
| HELIOS CAPITAL MANAGEMENT PTE. LTD 0.62% of their portfolio | 200.0k $634.0k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 117.9k $373.6k | Reduced -31.3k |
| STATE STREET CORP 0.00% of their portfolio | 103.8k $328.9k | Reduced -3.1k |
| XTX Topco Ltd 0.00% of their portfolio | 94.8k $300.7k | Added +55.3k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 76.8k $243.6k | Reduced -11.2k |
| BARCLAYS PLC 0.00% of their portfolio | 53.7k $170.2k | Reduced -185.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 51.6k $163.5k | Reduced -71.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 45.4k $146.3k | New |
| Invesco Ltd. 0.00% of their portfolio | 45.2k $143.4k | Reduced -6.3k |
| Oasis Management Co Ltd. 0.02% of their portfolio | 45.0k $142.7k | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 32.0k $99.0k | Added +26.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 31.5k $99.9k | Added +4.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 29.7k $94.2k | Added +2.3k |
| Headlands Technologies LLC 0.01% of their portfolio | 23.4k $74.3k | Reduced -8.9k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 22.1k $70.0k | Reduced -231.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 20.7k $65.5k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 17.8k $56.3k | Reduced -45.2k |
| Persistent Asset Partners Ltd 0.02% of their portfolio | 16.8k $53.2k | Reduced -3.4k |
| Centiva Capital, LP 0.00% of their portfolio | 14.1k $44.6k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 12.0k $38.0k | Reduced -12.5k |
| SmartHarvest Portfolios, LLC 0.01% of their portfolio | 11.7k $37.2k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 10.5k $33.7k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 4.0k $12.6k | Added +1.3k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 3.2k $10.0k | Added +1.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 2.7k $8.6k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 2.6k $8.1k | New |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 1.1k $3.5k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 617 $2.0k | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 516 $1.6k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 392 $1.0k | Reduced -389 |
| UBS Group AG 0.00% of their portfolio | 283 $897 | Reduced -46.4k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 262 $831 | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 40 $127 | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 7 $22 | Reduced -12.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 3 $10 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 3 $10 | Added +1 |