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Lufax Holding

116 hedge funds and large institutions have $301M invested in Lufax Holding in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $217M → $301M (+$83.9M)

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

3% more funds holding

Funds holding: 113116 (+3)

2.84% less ownership

Funds ownership: 7.8%4.97% (-2.8%)

47% less call options, than puts

Call options by funds: $2.35M | Put options by funds: $4.39M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
27
Increased
33
Reduced
27
Closed
24
Calls
$2.35M
Puts
$4.39M
Net Calls
-$2.04M
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$1.57M +$136K +51,890 +13%
Mirae Asset Global ETFs Holdings
27
Mirae Asset Global ETFs Holdings
Hong Kong
$1.55M -$16M -6,119,277 -93%
Aberdeen Group
28
Aberdeen Group
United Kingdom
$1.53M -$50.3K -19,226 -4%
Ohio Public Employees Retirement System (OPERS)
29
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.48M +$1.11M +423,813 New
Millennium Management
30
Millennium Management
New York
$1.3M +$973K +371,773 New
JC
31
JBF Capital
Colorado
$1.2M +$758K +289,884 +527%
Northern Trust
32
Northern Trust
Illinois
$866K +$44.3K +16,942 +7%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$854K -$413 -158 -0.1%
UBS AM
34
UBS AM
Illinois
$780K -$103K -39,545 -15%
Grantham, Mayo, Van Otterloo & Co (GMO)
35
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$768K
Citigroup
36
Citigroup
New York
$753K -$10.3K -3,945 -2%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$749K
ECM
38
ExodusPoint Capital Management
New York
$709K +$532K +203,261 New
Squarepoint
39
Squarepoint
New York
$666K +$499K +190,823 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$648K +$396K +151,318 +439%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$629K +$61.3K +23,425 +15%
UBS Group
42
UBS Group
Switzerland
$536K +$231K +88,376 +135%
N
43
Nuveen
North Carolina
$533K
EI
44
Ethic Inc
New York
$484K +$174K +66,684 +139%
American Century Companies
45
American Century Companies
Missouri
$465K +$28.1K +10,727 +9%
Geode Capital Management
46
Geode Capital Management
Massachusetts
$431K +$85.1K +32,536 +36%
PA
47
Profund Advisors
Maryland
$401K -$19.6K -7,501 -6%
OMC
48
Old Mission Capital
Illinois
$396K +$297K +113,592 New
Neuberger Berman Group
49
Neuberger Berman Group
New York
$367K -$536 -205 -0.2%
AllianceBernstein
50
AllianceBernstein
Tennessee
$358K +$190K +72,720 +244%

LU Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q3 2024, worth a combined $301M — up 39% from $217M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LU positions and 24 closed out — a net gain of 3 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $5.83M. The largest seller was Mirae Asset Global ETFs Holdings, cutting an estimated $16M.

  • 116 institutional investors held Lufax Holding (LU) as of Q3 2024, up from 113 in Q2 2024.
  • Funds reported $301M of Lufax Holding stock for Q3 2024, up 39% quarter-over-quarter.
  • 27 funds opened new Lufax Holding positions in Q3 2024 and 24 closed out, a net change of +3 holders.
  • The largest Lufax Holding buyer in Q3 2024 was Norges Bank, an estimated $5.83M added.
  • The largest Lufax Holding seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2024.