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Lufax Holding
LU

146 hedge funds and large institutions have $406M invested in Lufax Holding in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.31% less ownership

Funds ownership: 8.68% → 8.37% (-0.31%)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

6% less funds holding

Funds holding: 155 → 146 (-9)

29% less capital invested

Capital invested by funds: $570M → $406M (-$164M)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

72% less call options, than puts

Call options by funds: $539K | Put options by funds: $1.93M

Holders
146
Holders Change
-9
Holders Change %
-5.81%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
47
Reduced
50
Closed
26
Calls
$539K
Puts
$1.93M
Net Calls
-$1.39M
Net Calls Change
-$3.3M

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$13.7M
2
TIAM
TT International Asset Management
United Kingdom
+$8.99M
3
KFA
Krane Funds Advisors
New York
+$5.29M
4
BAMCO Inc
BAMCO Inc
New York
+$4.61M
5
Morgan Stanley
Morgan Stanley
New York
+$3.56M

Top Sellers

Rank Fund Capital Flow
1
FCM
Farallon Capital Management
California
-$26.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.94M
3
Norges Bank
Norges Bank
Norway
-$5.47M
4
Capital World Investors
Capital World Investors
California
-$5.24M
5
Marshall Wace
Marshall Wace
United Kingdom
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$3.88M +$1.82M +327,845 +56%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$3.45M +$85.5K +15,445 +2%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$3.06M -$505K -91,150 -11%
Two Sigma Investments
29
Two Sigma Investments
New York
$2.95M +$648K +117,056 +20%
Capital Research Global Investors
30
Capital Research Global Investors
California
$2.6M -$1.35M -243,938 -28%
BA
31
Bridgewater Associates
Connecticut
$2.54M -$1.03M -186,245 -24%
Barclays
32
Barclays
United Kingdom
$2.45M +$1.82M +329,395 +132%
Mitsubishi UFJ Trust & Banking
33
Mitsubishi UFJ Trust & Banking
Japan
$2.27M +$84K +15,173 +3%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$2.18M +$248K +44,863 +10%
AAF
35
Andra AP-fonden
Sweden
$2.17M -$345K -62,200 -11%
LPU
36
Lansdowne Partners (UK)
United Kingdom
$2.14M +$2.79M +504,266 New
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$2.07M +$1.1M +199,355 +69%
Northern Trust
38
Northern Trust
Illinois
$2M -$812K -146,634 -24%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.92M +$130K +23,419 +5%
Invesco
40
Invesco
Georgia
$1.89M -$500K -90,326 -17%
UBS Group
41
UBS Group
Switzerland
$1.74M +$322K +58,072 +17%
Bank of America
42
Bank of America
North Carolina
$1.69M -$398K -71,847 -15%
JP Morgan Chase
43
JP Morgan Chase
New York
$1.64M -$660K -119,118 -24%
Deutsche Bank
44
Deutsche Bank
Germany
$1.56M -$312K -56,242 -13%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$1.47M +$332K +60,000 +21%
CANY
46
Caxton Associates (New York)
New York
$1.39M +$1.75M +315,686 +2,850%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.32M – – –
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.28M – – –
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$1.26M +$926K +167,177 +129%
Pictet Asset Management
50
Pictet Asset Management
Switzerland
$1.24M +$1.62M +292,200 New
1
2
3 4 5

LU Hedge Fund Activity: Q3 2023 in Review

146 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q3 2023, worth a combined $406M — down 29% from $570M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of LU and 18 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 47 added.

The largest buyer was Credit Suisse, adding an estimated $13.7M. The largest seller was Farallon Capital Management, cutting an estimated $26.8M.

  • 146 institutional investors held Lufax Holding (LU) as of Q3 2023, down from 155 in Q2 2023.
  • Funds reported $406M of Lufax Holding stock for Q3 2023, down 29% quarter-over-quarter.
  • 18 funds opened new Lufax Holding positions in Q3 2023 and 26 closed out, a net change of -8 holders.
  • The largest Lufax Holding buyer in Q3 2023 was Credit Suisse, an estimated $13.7M added.
  • The largest Lufax Holding seller in Q3 2023 was Farallon Capital Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2023.