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Lufax Holding

155 hedge funds and large institutions have $917M invested in Lufax Holding in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% less ownership

Funds ownership: 8.04%7.9% (-0.14%)

5% less funds holding

Funds holding: 163155 (-8)

16% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 62

17% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $3M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

58% less capital invested

Capital invested by funds: $2.2B → $917M (-$1.29B)

Holders
155
Holders Change
-8
Holders Change %
-4.91%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
52
Reduced
62
Closed
31
Calls
$2.49M
Puts
$3M
Net Calls
-$518K
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
26
Cape Ann Asset Management
United Kingdom
$5.58M -$386K -22,600 -4%
Invesco
27
Invesco
Georgia
$5.23M -$226K -13,251 -3%
CS
28
Credit Suisse
Switzerland
$5.19M +$3.77M +220,687 +76%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$4.63M -$233K -13,671 -3%
Deutsche Bank
30
Deutsche Bank
Germany
$4.49M -$1.38M -80,883 -15%
Barclays
31
Barclays
United Kingdom
$4.36M +$3.7M +216,971 +102%
Morgan Stanley
32
Morgan Stanley
New York
$4.15M -$2.49M -145,703 -26%
Bank of America
33
Bank of America
North Carolina
$4.07M -$1.85M -108,470 -21%
Goldman Sachs
34
Goldman Sachs
New York
$3.97M +$2.8M +163,717 +72%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$3.85M +$1.15M +67,170 +22%
PCM
36
Penserra Capital Management
California
$3.46M -$483K -28,275 -8%
SFI
37
Susquehanna Fundamental Investments
Pennsylvania
$3.45M +$5.79M +339,133 New
UBS Group
38
UBS Group
Switzerland
$3.38M -$198K -11,595 -3%
Canada Life
39
Canada Life
Manitoba, Canada
$3.34M -$496K -29,050 -8%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$3.25M -$58K -3,394 -1%
Axa
41
Axa
France
$3.24M +$534K +31,288 +11%
Jane Street
42
Jane Street
New York
$3.08M +$5.18M +303,635 New
N
43
Nuveen
North Carolina
$2.68M -$951K -55,675 -17%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$2.65M -$248K -14,524 -5%
Charles Schwab
45
Charles Schwab
California
$2.41M +$36.9K +2,162 +0.9%
KBC Group
46
KBC Group
Belgium
$2.27M +$38.2K +2,238 +1%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$2.11M -$428K -25,074 -11%
JP Morgan Chase
48
JP Morgan Chase
New York
$2.03M -$1.37M -80,213 -29%
PAMS
49
Pictet Asset Management (Switzerland)
Switzerland
$1.87M -$512K -29,975 -14%
Massachusetts Financial Services
50
Massachusetts Financial Services
Massachusetts
$1.85M +$3.12M +182,460 New

LU Hedge Fund Activity: Q3 2022 in Review

155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q3 2022, worth a combined $917M — down 58% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of LU and 23 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 52 added.

The largest buyer was Marshall Wace, adding an estimated $53.5M. The largest seller was Capital World Investors, cutting an estimated $58.3M.

  • 155 institutional investors held Lufax Holding (LU) as of Q3 2022, down from 163 in Q2 2022.
  • Funds reported $917M of Lufax Holding stock for Q3 2022, down 58% quarter-over-quarter.
  • 23 funds opened new Lufax Holding positions in Q3 2022 and 31 closed out, a net change of -8 holders.
  • The largest Lufax Holding buyer in Q3 2022 was Marshall Wace, an estimated $53.5M added.
  • The largest Lufax Holding seller in Q3 2022 was Capital World Investors, an estimated $58.3M sold.

Based on aggregated 13F filings for Q3 2022.