Smart Money Radar / Tickers / YSG

YSG Household & Personal Products

CROWD: RED Active holders jumped 13 to 9 recently (-31% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
9
of 47 total, index funds excluded
This quarter
+1
5 out
Conviction
2 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2024Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Mar 24 Mar 26

Top holders

by reported value · $44M held
FundValueNote
Lei Zhang $15M famous whale
MORGAN STANLEY $10M
BANK OF AMERICA CORP /DE/ $5M
Yiheng Capital Management, … $2M
RENAISSANCE TECHNOLOGIES LLC $2M
Perseverance Asset Manageme… $2M
GOLDMAN SACHS GROUP INC $1M
Connor, Clark & Lunn Invest… $1M
Steve Cohen $780K famous whale
BARCLAYS PLC $738K

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.