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Lufax Holding

113 hedge funds and large institutions have $217M invested in Lufax Holding in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.55% less ownership

Funds ownership: 8.36%7.8% (-0.55%)

12% less funds holding

Funds holding: 129113 (-16)

29% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 42

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

45% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $4.87M

47% less capital invested

Capital invested by funds: $406M → $217M (-$189M)

Holders
113
Holders Change
-16
Holders Change %
-12.4%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
30
Reduced
42
Closed
38
Calls
$2.69M
Puts
$4.87M
Net Calls
-$2.18M
Net Calls Change
+$475K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$942K +$1.12M +294,704 +287%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$786K -$4.33M -1,135,982 -77%
QC
28
Quadrature Capital
United Kingdom
$715K -$533K -139,870 -32%
JAM
29
Jupiter Asset Management
United Kingdom
$688K +$215K +56,400 +24%
UBS AM
30
UBS AM
Illinois
$624K +$683K +179,002 +213%
Goldman Sachs
31
Goldman Sachs
New York
$580K -$581K -152,323 -38%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$580K -$169K -44,416 -15%
GCP
33
GSA Capital Partners
United Kingdom
$573K +$922K +241,762 New
Northern Trust
34
Northern Trust
Illinois
$548K +$243K +63,762 +38%
Grantham, Mayo, Van Otterloo & Co (GMO)
35
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$522K -$17.1K -4,480 -2%
Citigroup
36
Citigroup
New York
$521K +$210K +55,161 +34%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$509K -$26.5K -6,943 -3%
Group One Trading
38
Group One Trading
Illinois
$490K +$789K +206,923 New
Belvedere Trading
39
Belvedere Trading
Illinois
$485K +$781K +204,737 New
MS
40
Maven Securities
Jersey
$427K +$534K +140,000 +350%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$371K -$1.89M -496,141 -76%
N
42
Nuveen
North Carolina
$362K
KBC Group
43
KBC Group
Belgium
$308K +$424K +111,240 +596%
Citadel Advisors
44
Citadel Advisors
Florida
$291K -$1.45M -379,701 -76%
American Century Companies
45
American Century Companies
Missouri
$290K +$4.02K +1,054 +0.9%
PA
46
Profund Advisors
Maryland
$290K -$13.9K -3,656 -3%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$250K +$2.77K +725 +0.7%
LP
48
LMR Partners
United Kingdom
$238K +$191K +50,149 +100%
Geode Capital Management
49
Geode Capital Management
Massachusetts
$216K -$4.14K -1,085 -1%
HT
50
Headlands Technologies
Illinois
$209K +$317K +83,252 +1,755%

LU Hedge Fund Activity: Q2 2024 in Review

113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2024, worth a combined $217M — down 47% from $406M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of LU and 23 opened new positions — a net loss of 15 holders — while 42 trimmed existing stakes and 30 added.

The largest buyer was State Street, adding an estimated $10.8M. The largest seller was Morgan Stanley, cutting an estimated $18.6M.

  • 113 institutional investors held Lufax Holding (LU) as of Q2 2024, down from 129 in Q1 2024.
  • Funds reported $217M of Lufax Holding stock for Q2 2024, down 47% quarter-over-quarter.
  • 23 funds opened new Lufax Holding positions in Q2 2024 and 38 closed out, a net change of -15 holders.
  • The largest Lufax Holding buyer in Q2 2024 was State Street, an estimated $10.8M added.
  • The largest Lufax Holding seller in Q2 2024 was Morgan Stanley, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2024.