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Lufax Holding

103 hedge funds and large institutions have $205M invested in Lufax Holding in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.01% less ownership

Funds ownership: 4.97%4.96% (-0.01%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

11% less funds holding

Funds holding: 116103 (-13)

32% less capital invested

Capital invested by funds: $301M → $205M (-$95.2M)

39% less call options, than puts

Call options by funds: $1.63M | Put options by funds: $2.65M

46% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 28

Holders
103
Holders Change
-13
Holders Change %
-11.21%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
35
Reduced
36
Closed
28
Calls
$1.63M
Puts
$2.65M
Net Calls
-$1.02M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$1.49M -$440K -159,439 -20%
Invesco
27
Invesco
Georgia
$1.44M +$61.9K +22,421 +4%
Millennium Management
28
Millennium Management
New York
$1.39M +$577K +209,117 +56%
HF
29
HRT Financial
New York
$1.35M +$1.57M +567,265 New
Morgan Stanley
30
Morgan Stanley
New York
$1.35M -$865K -313,389 -36%
Northern Trust
31
Northern Trust
Illinois
$1.25M +$759K +274,808 +111%
Ohio Public Employees Retirement System (OPERS)
32
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.18M +$187K +67,900 +16%
AQR Capital Management
33
AQR Capital Management
Connecticut
$1.12M
Mirae Asset Global ETFs Holdings
34
Mirae Asset Global ETFs Holdings
Hong Kong
$1.09M +$34.7K +12,572 +3%
Aberdeen Group
35
Aberdeen Group
United Kingdom
$967K -$94.7K -34,305 -8%
Citigroup
36
Citigroup
New York
$833K +$367K +133,037 +62%
JC
37
JBF Capital
Colorado
$812K -$13.8K -5,000 -1%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$566K -$21.7K -7,873 -3%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$461K +$35.5K +12,870 +7%
LSC
40
Leading Securities Company
Hong Kong
$458K +$529K +191,460 New
Squarepoint
41
Squarepoint
New York
$395K -$70.8K -25,663 -13%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$391K -$60.7K -21,977 -12%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$380K +$439K +159,148 New
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$369K +$427K +154,579 New
American Century Companies
45
American Century Companies
Missouri
$318K +$124 +45 +0%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$301K -$244K -88,511 -41%
UBS AM
47
UBS AM
Illinois
$301K -$270K -97,772 -44%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$300K +$4.83K +1,751 +1%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$251K -$825 -299 -0.3%
AllianceBernstein
50
AllianceBernstein
Tennessee
$245K

LU Hedge Fund Activity: Q4 2024 in Review

103 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q4 2024, worth a combined $205M — down 32% from $301M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of LU and 15 opened new positions — a net loss of 13 holders — while 36 trimmed existing stakes and 35 added.

The largest buyer was Tiger Pacific Capital, opening a new position worth an estimated $10.9M. The largest seller was Krane Funds Advisors, exiting entirely with an estimated $29M sold.

  • 103 institutional investors held Lufax Holding (LU) as of Q4 2024, down from 116 in Q3 2024.
  • Funds reported $205M of Lufax Holding stock for Q4 2024, down 32% quarter-over-quarter.
  • 15 funds opened new Lufax Holding positions in Q4 2024 and 28 closed out, a net change of -13 holders.
  • The largest Lufax Holding buyer in Q4 2024 was Tiger Pacific Capital, an estimated $10.9M added.
  • The largest Lufax Holding seller in Q4 2024 was Krane Funds Advisors, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2024.