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Lufax Holding

144 hedge funds and large institutions have $2.61B invested in Lufax Holding in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $73.4M | Put options by funds: $22.1M

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

138% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more funds holding

Funds holding: 119144 (+25)

5% more capital invested

Capital invested by funds: $2.48B → $2.61B (+$125M)

1.21% more ownership

Funds ownership: 3.47%4.68% (+1.2%)

Holders
144
Holders Change
+25
Holders Change %
+21.01%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
40
Increased
62
Reduced
26
Closed
14
Calls
$73.4M
Puts
$22.1M
Net Calls
+$51.3M
Net Calls Change
+$63.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$17M +$18.5M +366,702 +4,048%
Citadel Advisors
27
Citadel Advisors
Florida
$16.9M +$17.2M +341,325 +1,065%
UBS Group
28
UBS Group
Switzerland
$16.4M +$1.41M +27,912 +8%
CS
29
Credit Suisse
Switzerland
$14.9M -$3.48M -69,037 -18%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$14.8M +$10M +199,122 +156%
Morgan Stanley
31
Morgan Stanley
New York
$13.9M +$14.6M +289,221 +1,592%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$12.8M +$9.41M +186,703 +192%
Renaissance Technologies
33
Renaissance Technologies
New York
$12.4M +$13.8M +273,700 New
RCMU
34
Rokos Capital Management (UK)
United Kingdom
$11.3M +$12.6M +250,000 New
MWA
35
Marshall Wace Asia
Hong Kong
$10.2M +$11M +218,526 +2,879%
Axa
36
Axa
France
$10.1M -$4.13M -81,885 -27%
LCM
37
LH Capital Markets
New York
$10.1M -$7.44M -147,685 -40%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$9.22M +$10.3M +204,025 New
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.36M -$2.54M -50,376 -21%
CII
40
Capital International Inc
California
$8.15M +$1.14M +22,576 +14%
Charles Schwab
41
Charles Schwab
California
$8.03M +$6.12M +121,477 +216%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$8M
Goldman Sachs
43
Goldman Sachs
New York
$7.63M -$6.15M -121,977 -42%
RC
44
Renaissance Capital
Connecticut
$7.02M +$4.75M +94,327 +155%
Bank of America
45
Bank of America
North Carolina
$6.42M +$2.57M +50,918 +56%
Geode Capital Management
46
Geode Capital Management
Massachusetts
$6.02M +$547K +10,860 +9%
Northern Trust
47
Northern Trust
Illinois
$5.95M +$1.08M +21,367 +19%
Handelsbanken Fonder
48
Handelsbanken Fonder
Sweden
$5.89M +$6.57M +130,325 New
UBS AM
49
UBS AM
Illinois
$5.53M +$766K +15,199 +14%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$5.29M +$5.57M +110,447 +1,699%

LU Hedge Fund Activity: Q2 2021 in Review

144 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2021, worth a combined $2.61B — up 5% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LU positions and 14 closed out — a net gain of 26 holders — while 62 added to existing stakes and 26 trimmed.

The largest buyer was Vanguard Group, adding an estimated $153M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $45.8M.

  • 144 institutional investors held Lufax Holding (LU) as of Q2 2021, up from 119 in Q1 2021.
  • Funds reported $2.61B of Lufax Holding stock for Q2 2021, up 5% quarter-over-quarter.
  • 40 funds opened new Lufax Holding positions in Q2 2021 and 14 closed out, a net change of +26 holders.
  • The largest Lufax Holding buyer in Q2 2021 was Vanguard Group, an estimated $153M added.
  • The largest Lufax Holding seller in Q2 2021 was Manulife (Manufacturers Life Insurance), an estimated $45.8M sold.

Based on aggregated 13F filings for Q2 2021.