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Lufax Holding

140 hedge funds and large institutions have $1.89B invested in Lufax Holding in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 29 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 29

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more call options, than puts

Call options by funds: $3.99M | Put options by funds: $2.7M

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

14% more capital invested

Capital invested by funds: $1.66B → $1.89B (+$232M)

6% more funds holding

Funds holding: 132140 (+8)

0.9% more ownership

Funds ownership: 5.99%6.9% (+0.9%)

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
29
Closed
32
Calls
$3.99M
Puts
$2.7M
Net Calls
+$1.29M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
51
Tidal Investments
Wisconsin
$2.9M +$81.2K +3,687 +3%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$2.88M +$2.74M +124,260 +2,401%
Wellington Management Group
53
Wellington Management Group
Massachusetts
$2.85M +$66.4K +3,013 +2%
Barclays
54
Barclays
United Kingdom
$2.82M +$2.78M +126,375 New
Marshall Wace
55
Marshall Wace
United Kingdom
$2.78M +$1.21M +54,914 +79%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.5M -$75.7K -3,435 -3%
Citigroup
57
Citigroup
New York
$2.33M +$1.85M +84,184 +410%
SG Americas Securities
58
SG Americas Securities
New York
$2.31M +$2.29M +103,868 New
Neuberger Berman Group
59
Neuberger Berman Group
New York
$2.13M +$354K +16,062 +21%
Aberdeen Group
60
Aberdeen Group
United Kingdom
$2M +$1.89M +86,010 New
EFMH
61
E Fund Management (HK)
Hong Kong
$1.99M +$1.96M +88,860 New
SAM
62
Storebrand Asset Management
Norway
$1.98M +$1.52M +69,045 +352%
ICP
63
Indus Capital Partners
New York
$1.81M -$1.95M -88,652 -52%
DekaBank Deutsche Girozentrale
64
DekaBank Deutsche Girozentrale
Germany
$1.63M +$184K +8,351 New
Korea Investment Corp
65
Korea Investment Corp
South Korea
$1.44M +$921K +41,825 +183%
Aviva
66
Aviva
United Kingdom
$1.43M +$1.41M +64,000 New
BCIM
67
British Columbia Investment Management
British Columbia, Canada
$1.4M +$1.38M +62,600 New
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$1.31M +$1.14M +51,807 +752%
VF
69
Virtu Financial
New York
$1.31M +$1.05M +47,833 +441%
Public Sector Pension Investment Board (PSP Investments)
70
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.21M +$1.2M +54,475 New
Capital Fund Management (CFM)
71
Capital Fund Management (CFM)
France
$1.06M +$1.05M +47,695 New
Russell Investments Group
72
Russell Investments Group
United Kingdom
$1.01M +$183K +8,312 +23%
RC
73
Renaissance Capital
Connecticut
$968K -$286K -13,005 -23%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$935K +$924K +41,966 New
Millennium Management
75
Millennium Management
New York
$760K -$18.5M -841,006 -96%

LU Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q1 2022, worth a combined $1.89B — up 14% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new LU positions and 32 closed out — a net gain of 10 holders — while 60 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $146M. The largest seller was Capital Research Global Investors, cutting an estimated $135M.

  • 140 institutional investors held Lufax Holding (LU) as of Q1 2022, up from 132 in Q4 2021.
  • Funds reported $1.89B of Lufax Holding stock for Q1 2022, up 14% quarter-over-quarter.
  • 42 funds opened new Lufax Holding positions in Q1 2022 and 32 closed out, a net change of +10 holders.
  • The largest Lufax Holding buyer in Q1 2022 was BlackRock, an estimated $146M added.
  • The largest Lufax Holding seller in Q1 2022 was Capital Research Global Investors, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2022.