We are live on ! Find out more
LU icon

Lufax Holding
LU

129 hedge funds and large institutions have $406M invested in Lufax Holding in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $273M → $406M (+$133M)

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

7% more funds holding

Funds holding: 121 → 129 (+8)

0.59% more ownership

Funds ownership: 7.77% → 8.36% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

42% less call options, than puts

Call options by funds: $3.7M | Put options by funds: $6.35M

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
41
Increased
36
Reduced
41
Closed
33
Calls
$3.7M
Puts
$6.35M
Net Calls
-$2.65M
Net Calls Change
-$983K

Top Buyers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$16.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$8.34M
3
Morgan Stanley
Morgan Stanley
New York
+$8.01M
4
BC
BIT Capital
Germany
+$7.1M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$6.78M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.46M
2
BAMCO Inc
BAMCO Inc
New York
-$8.83M
3
Goldman Sachs
Goldman Sachs
New York
-$7.35M
4
State Street
State Street
Massachusetts
-$5.14M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$4.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
26
HRT Financial
New York
$3.63M +$2.41M +861,185 New
HSBC Holdings
27
HSBC Holdings
United Kingdom
$2.75M +$285K +101,796 +18%
Legal & General Group
28
Legal & General Group
United Kingdom
$2.75M -$2.51M -895,611 -58%
Invesco
29
Invesco
Georgia
$2.67M +$620K +221,308 +54%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$2.65M +$1.73M +619,398 New
WC
31
Wexford Capital
Florida
$2.4M +$1.59M +568,141 New
Millennium Management
32
Millennium Management
New York
$2.19M -$421K -150,177 -22%
Citadel Advisors
33
Citadel Advisors
Florida
$2.12M +$1.08M +385,204 +329%
Aberdeen Group
34
Aberdeen Group
United Kingdom
$1.93M +$584K +208,624 +84%
QC
35
Quadrature Capital
United Kingdom
$1.87M +$1.24M +442,054 New
Allianz Asset Management
36
Allianz Asset Management
Germany
$1.83M +$751K +268,128 +162%
Goldman Sachs
37
Goldman Sachs
New York
$1.68M -$7.35M -2,623,424 -87%
LOAME
38
Lombard Odier Asset Management (Europe)
United Kingdom
$1.48M +$70K +25,000 +8%
JC
39
JBF Capital
Colorado
$1.29M +$770K +275,000 +917%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.22M -$26.6K -9,517 -3%
ASM
41
AI-Squared Management
Hong Kong
$1.03M -$251K -89,700 -27%
PCM
42
Penserra Capital Management
California
$996K -$64K -22,845 -9%
Marshall Wace
43
Marshall Wace
United Kingdom
$994K -$3.2M -1,142,400 -83%
JAM
44
Jupiter Asset Management
United Kingdom
$988K +$656K +234,100 New
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$948K +$629K +224,628 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$935K +$618K +220,869 +31,329%
SEI Investments
47
SEI Investments
Pennsylvania
$797K +$529K +188,784 New
Citigroup
48
Citigroup
New York
$731K -$145K -51,605 -24%
Northern Trust
49
Northern Trust
Illinois
$707K -$316K -112,776 -40%
N
50
Nuveen
North Carolina
$644K -$331K -118,059 -44%
1
2
3 4 5

LU Hedge Fund Activity: Q1 2024 in Review

129 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q1 2024, worth a combined $406M — up 49% from $273M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new LU positions and 33 closed out — a net gain of 8 holders — while 36 added to existing stakes and 41 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $16.8M. The largest seller was BlackRock, cutting an estimated $9.46M.

  • 129 institutional investors held Lufax Holding (LU) as of Q1 2024, up from 121 in Q4 2023.
  • Funds reported $406M of Lufax Holding stock for Q1 2024, up 49% quarter-over-quarter.
  • 41 funds opened new Lufax Holding positions in Q1 2024 and 33 closed out, a net change of +8 holders.
  • The largest Lufax Holding buyer in Q1 2024 was Baillie Gifford & Co, an estimated $16.8M added.
  • The largest Lufax Holding seller in Q1 2024 was BlackRock, an estimated $9.46M sold.

Based on aggregated 13F filings for Q1 2024.