Guru Ownership Trend
Guru Analysis for 好时 (HSY)
好时 (HSY), a key player in the 日常消费品 sector, continues to attract institutional attention.
As of Q3 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $153.77 M.
Top institutional holders include 史蒂夫·科恩 and 克里福德·阿斯尼斯.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $65.4 M net inflow during the quarter.
Recent activity highlights 史蒂夫·科恩 who opened a new position. Conversely, 曼宁纳皮尔集团 reduced exposure by 51.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.13% | New Buy | 405,456 | $75.84 M | Q3 2025 | |
| 0.02% | Reduce -10.3% | 196,700 | $36.2 M | Q3 2025 | |
| 0.13% | Add 6.4% | 71,293 | $13.34 M | Q3 2025 | |
| 0.08% | 54,500 | $10.19 M | Q3 2025 | ||
| 0.06% | Reduce -51.1% | 26,756 | $5 M | Q3 2025 | |
| 1.60% | Reduce -21.0% | 14,708 | $2.75 M | Q3 2025 | |
| 0.36% | 13,560 | $2.54 M | Q3 2025 | ||
| 0.43% | Reduce -28.6% | 10,500 | $1.96 M | Q3 2025 | |
| 0.01% | Add 6.9% | 8,924 | $1.67 M | Q3 2025 | |
| 0.00% | Reduce -7.9% | 4,678 | $875,020 | Q3 2025 | |
| 0.00% | Reduce -27.8% | 3,970 | $742,589 | Q3 2025 | |
| 0.00% | Reduce -17.9% | 1,450 | $271,354 | Q3 2025 | |
| 0.00% | Reduce -15.6% | 1,357 | $253,827 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for 好时 (HSY)
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $65.4 M, with 3 Gurus buying and 8 Gurus selling.
In the recent quarter, 8 Gurus reduced their positions, and 0 Gurus sold out of HSY completely. Total sell value was $11.35 M.
Yes, 1 Gurus opened new positions in HSY, and 2 added to their existing holdings. Total buy value was $76.75 M.