undamentalytics Newsletter

Yatsen Holding Ltd: which funds bought and sold

Institutions that bought and sold Yatsen Holding shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 15 institutions that filed 13F reports for both quarters added to or opened positions in Yatsen Holding, and 28 cut or closed them. Together they sold a net 1.7M shares, −11.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 496K shares (−41.8%); index fund managers were net sellers of 16K shares (−13.0%). 7 opened a new position and 10 sold out entirely.

Bought, Q2 2026 15 institutions, 7 of them new holders Sold, Q2 2026 28 institutions, 10 of them sold out
Net change, all compared −1.7M shares (−11.7%)
Net change, active managers −496K shares (−41.8%), 2 bought, 8 sold

Buyers versus sellers

institutions compared, 53
Active managers and hedge funds 2 bought · 8 sold · −496K
Index fund managers 0 bought · 2 sold · −16K
Other institutions 13 bought · 18 sold · −1.2M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Yiheng Capital Management, L.P. +148K +18.6% 946K $3M
Xtx Topco Ltd +55K +140.1% 95K $300,662
Jpmorgan Chase & Co +45K New position 45K $146,278
Acadian Asset Management LLC Active manager +26K +440.3% 32K $99,000
Sei Investments Co +21K New position 21K $65,543
Centiva Capital, LP Hedge fund +14K New position 14K $44,649
Smartharvest Portfolios, LLC +12K New position 12K $37,159
Russell Investments Group, Ltd. +10K New position 10K $33,684
Jane Street Group, LLC +4,203 +15.4% 32K $99,918
New York State Common Retirement Fund +2,562 New position 2,562 $8,122
BNP Paribas Financial Markets +2,300 +8.4% 30K $94,212
Tower Research Capital LLC (TRC) +1,305 +48.8% 3,977 $12,607
Simplex Trading, LLC +1,253 +65.9% 3,153 $9,995
Integrated Wealth Concepts LLC +617 New position 617 $1,956
Caitong International Asset Management Co., Ltd +1 +50.0% 3 $10

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley −495K −15.2% 2.8M $8.8M
Connor, Clark & Lunn Investment Management Ltd. −418K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −231K −91.3% 22K $69,971
Barclays PLC −186K −77.6% 54K $170,169
Bank Of America Corp −80K −4.9% 1.5M $4.9M
Citadel Advisors LLC Hedge fund −72K −58.2% 52K $163,512
Renaissance Technologies LLC Hedge fund −72K −11.7% 541K $1.7M
Gsa Capital Partners LLP −66K Sold out 0 —
Two Sigma Investments, LP Hedge fund −48K Sold out 0 —
UBS Group AG −46K −99.4% 283 $897
Millennium Management LLC Hedge fund −45K −71.8% 18K $56,312
Public Employees Retirement System Of Ohio −35K Sold out 0 —
Arrowstreet Capital, Limited Partnership Hedge fund −34K Sold out 0 —
Goldman Sachs Group Inc −33K −7.6% 404K $1.3M
Citigroup Inc −31K −21.0% 118K $373,632
Diversify Wealth Management, LLC −23K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −22K Sold out 0 —
Blackrock, Inc. Index funds −13K −99.9% 7 $22
Marshall Wace, LLP Hedge fund −13K −51.1% 12K $38,002
HRT Financial LP −12K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Jpmorgan Chase & Co 45K $146,278
Sei Investments Co 21K $65,543
Centiva Capital, LPHedge fund 14K $44,649
Smartharvest Portfolios, LLC 12K $37,159
Russell Investments Group, Ltd. 10K $33,684
New York State Common Retirement Fund 2,562 $8,122
Integrated Wealth Concepts LLC 617 $1,956

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
43
Ten largest holders
94.7%
of 13F-reported shares
Index fund managers
0.8%
of 13F-reported shares
Active managers and hedge funds
5.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 2 8 1 3 −496K −41.8%
Index fund managers 0 2 0 0 −16K −13.0%
Other institutions 13 18 6 7 −1.2M −8.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Yatsen Holding Ltd · Insiders · Politicians