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Lufax Holding

144 hedge funds and large institutions have $2.61B invested in Lufax Holding in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $73.4M | Put options by funds: $22.1M

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

138% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more funds holding

Funds holding: 119144 (+25)

5% more capital invested

Capital invested by funds: $2.48B → $2.61B (+$125M)

1.21% more ownership

Funds ownership: 3.47%4.68% (+1.2%)

Holders
144
Holders Change
+25
Holders Change %
+21.01%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
40
Increased
62
Reduced
26
Closed
14
Calls
$73.4M
Puts
$22.1M
Net Calls
+$51.3M
Net Calls Change
+$63.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
51
Cubist Systematic Strategies
Connecticut
$5.24M +$3.58M +71,109 +159%
Deutsche Bank
52
Deutsche Bank
Germany
$4.99M +$780K +15,482 +16%
WCA
53
Windsor Creek Advisors
Vermont
$4.76M +$614K +12,190 +13%
Canada Life
54
Canada Life
Manitoba, Canada
$3.98M +$2.64M +52,400 +147%
AIMCA
55
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.9M +$4.35M +86,325 New
DCP
56
DSM Capital Partners
Florida
$3.84M -$194K -3,846 -4%
Los Angeles Capital Management
57
Los Angeles Capital Management
California
$3.69M +$3.82M +75,755 +1,275%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$3.69M -$709K -14,065 -15%
PAMU
59
Pictet Asset Management (UK)
United Kingdom
$2.47M +$144K +2,850 +5%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$1.99M +$2.22M +44,019 New
N
61
Nuveen
North Carolina
$1.95M -$1.25M -24,875 -37%
BC
62
BIT Capital
Germany
$1.94M +$2.17M +42,975 New
Franklin Resources
63
Franklin Resources
California
$1.84M +$694K +13,764 +51%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$1.72M -$409K -8,125 -18%
SFM
65
Soros Fund Management
New York
$1.7M +$1.89M +37,500 New
Invesco
66
Invesco
Georgia
$1.54M -$444K -8,812 -21%
Citigroup
67
Citigroup
New York
$1.54M +$416K +8,259 +32%
First Trust Advisors
68
First Trust Advisors
Illinois
$1.49M +$1.66M +32,871 New
APG Asset Management
69
APG Asset Management
Netherlands
$1.41M +$1.51M +30,059 +435%
Nomura Holdings
70
Nomura Holdings
Japan
$1.31M +$1.15M +22,800 +405%
Comerica Bank
71
Comerica Bank
Texas
$1.22M +$6.3K +125 +0.4%
Two Sigma Investments
72
Two Sigma Investments
New York
$1.21M +$1.35M +26,750 New
DekaBank Deutsche Girozentrale
73
DekaBank Deutsche Girozentrale
Germany
$1.17M +$6.05K +120 +4%
Hudson Bay Capital Management
74
Hudson Bay Capital Management
Connecticut
$1.13M +$1.26M +25,000 New
SAM
75
Sompo Asset Management
Japan
$1.1M +$1.23M +24,403 New

LU Hedge Fund Activity: Q2 2021 in Review

144 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2021, worth a combined $2.61B — up 5% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LU positions and 14 closed out — a net gain of 26 holders — while 62 added to existing stakes and 26 trimmed.

The largest buyer was Vanguard Group, adding an estimated $153M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $45.8M.

  • 144 institutional investors held Lufax Holding (LU) as of Q2 2021, up from 119 in Q1 2021.
  • Funds reported $2.61B of Lufax Holding stock for Q2 2021, up 5% quarter-over-quarter.
  • 40 funds opened new Lufax Holding positions in Q2 2021 and 14 closed out, a net change of +26 holders.
  • The largest Lufax Holding buyer in Q2 2021 was Vanguard Group, an estimated $153M added.
  • The largest Lufax Holding seller in Q2 2021 was Manulife (Manufacturers Life Insurance), an estimated $45.8M sold.

Based on aggregated 13F filings for Q2 2021.