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Lufax Holding

140 hedge funds and large institutions have $1.89B invested in Lufax Holding in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 29 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 29

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more call options, than puts

Call options by funds: $3.99M | Put options by funds: $2.7M

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

14% more capital invested

Capital invested by funds: $1.66B → $1.89B (+$232M)

6% more funds holding

Funds holding: 132140 (+8)

0.9% more ownership

Funds ownership: 5.99%6.9% (+0.9%)

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
29
Closed
32
Calls
$3.99M
Puts
$2.7M
Net Calls
+$1.29M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$9.09M -$1.4M -63,776 -14%
Morgan Stanley
27
Morgan Stanley
New York
$8.87M +$1.17M +53,169 +15%
Deutsche Bank
28
Deutsche Bank
Germany
$8.7M +$6.64M +301,276 +338%
UBS AM
29
UBS AM
Illinois
$8.56M +$6.68M +303,329 +376%
Goldman Sachs
30
Goldman Sachs
New York
$8.41M -$5.49M -249,129 -40%
CAAM
31
Cape Ann Asset Management
United Kingdom
$8.23M +$8.13M +369,261 New
Northern Trust
32
Northern Trust
Illinois
$7.6M +$5.79M +262,996 +337%
Canada Life
33
Canada Life
Manitoba, Canada
$7.47M +$2.64M +119,725 +60%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$6.64M +$6.56M +297,943 New
Axa
35
Axa
France
$6.6M -$674K -30,588 -9%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$6.03M -$385K -17,483 -6%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$5.86M +$2.92M +132,399 +101%
PI
38
PineBridge Investments
New York
$5.47M +$438K +19,889 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.11M -$3.5M -158,700 -41%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$5.03M +$4.77M +216,546 New
N
41
Nuveen
North Carolina
$4.95M +$4.89M +222,100 New
KBC Group
42
KBC Group
Belgium
$4.89M -$610K -27,700 -11%
Citadel Advisors
43
Citadel Advisors
Florida
$4.63M -$3.99M -180,944 -47%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$4.45M +$3.89M +176,567 +769%
Charles Schwab
45
Charles Schwab
California
$4.18M +$172K +7,809 +4%
Handelsbanken Fonder
46
Handelsbanken Fonder
Sweden
$4.13M +$427K +19,375 +12%
OTPPB
47
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.02M
PAMS
48
Pictet Asset Management (Switzerland)
Switzerland
$3.59M +$3.55M +161,225 New
SFI
49
Susquehanna Fundamental Investments
Pennsylvania
$3.56M +$1.16M +52,547 +49%
PPA
50
Parametric Portfolio Associates
Washington
$3.08M +$2.78M +126,357 +1,067%

LU Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q1 2022, worth a combined $1.89B — up 14% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new LU positions and 32 closed out — a net gain of 10 holders — while 60 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $146M. The largest seller was Capital Research Global Investors, cutting an estimated $135M.

  • 140 institutional investors held Lufax Holding (LU) as of Q1 2022, up from 132 in Q4 2021.
  • Funds reported $1.89B of Lufax Holding stock for Q1 2022, up 14% quarter-over-quarter.
  • 42 funds opened new Lufax Holding positions in Q1 2022 and 32 closed out, a net change of +10 holders.
  • The largest Lufax Holding buyer in Q1 2022 was BlackRock, an estimated $146M added.
  • The largest Lufax Holding seller in Q1 2022 was Capital Research Global Investors, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2022.