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Lufax Holding

163 hedge funds and large institutions have $2.2B invested in Lufax Holding in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

735% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.5M

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more funds holding

Funds holding: 140163 (+23)

16% more capital invested

Capital invested by funds: $1.89B → $2.2B (+$310M)

1.14% more ownership

Funds ownership: 6.9%8.04% (+1.1%)

Holders
163
Holders Change
+23
Holders Change %
+16.43%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
40
Increased
80
Reduced
29
Closed
14
Calls
$12.5M
Puts
$1.5M
Net Calls
+$11M
Net Calls Change
+$9.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$13.3M +$3.62M +155,967 +39%
Invesco
27
Invesco
Georgia
$12.7M +$1.28M +55,089 +12%
Deutsche Bank
28
Deutsche Bank
Germany
$12.5M +$3.08M +132,421 +34%
Bank of America
29
Bank of America
North Carolina
$12.2M +$488K +21,003 +4%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$11.3M +$3.98M +171,512 +58%
PCM
31
Penserra Capital Management
California
$8.86M -$1.09M -46,749 -11%
Canada Life
32
Canada Life
Manitoba, Canada
$8.67M +$997K +42,950 +13%
UBS Group
33
UBS Group
Switzerland
$8.26M -$9.83M -423,174 -55%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$8.06M +$4.79M +206,389 +159%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$7.76M +$1.4M +60,282 +23%
N
36
Nuveen
North Carolina
$7.68M +$2.27M +97,735 +44%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$7.49M +$956K +41,153 +15%
CS
38
Credit Suisse
Switzerland
$6.96M -$13.2M -567,380 -66%
Axa
39
Axa
France
$6.91M -$185K -7,982 -3%
JP Morgan Chase
40
JP Morgan Chase
New York
$6.71M -$3.13M -134,649 -32%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$6.61M +$1.75M +75,553 +38%
HA
42
HHLR Advisors
Cayman Islands
$6M +$5.81M +250,000 New
Charles Schwab
43
Charles Schwab
California
$5.64M +$1.1M +47,450 +25%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$5.6M -$4.05M -174,463 -43%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$5.59M +$4.44M +191,019 +455%
Goldman Sachs
46
Goldman Sachs
New York
$5.46M -$3.49M -150,352 -40%
KBC Group
47
KBC Group
Belgium
$5.32M +$51.2K +2,206 +1%
PAMS
48
Pictet Asset Management (Switzerland)
Switzerland
$5.14M +$1.23M +52,975 +33%
Barclays
49
Barclays
United Kingdom
$5.09M +$2M +85,912 +68%
PI
50
PineBridge Investments
New York
$4.63M -$1.22M -52,720 -21%

LU Hedge Fund Activity: Q2 2022 in Review

163 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2022, worth a combined $2.2B — up 16% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LU positions and 14 closed out — a net gain of 26 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $74.7M. The largest seller was Capital World Investors, cutting an estimated $97.4M.

  • 163 institutional investors held Lufax Holding (LU) as of Q2 2022, up from 140 in Q1 2022.
  • Funds reported $2.2B of Lufax Holding stock for Q2 2022, up 16% quarter-over-quarter.
  • 40 funds opened new Lufax Holding positions in Q2 2022 and 14 closed out, a net change of +26 holders.
  • The largest Lufax Holding buyer in Q2 2022 was BlackRock, an estimated $74.7M added.
  • The largest Lufax Holding seller in Q2 2022 was Capital World Investors, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2022.