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Lufax Holding

163 hedge funds and large institutions have $2.2B invested in Lufax Holding in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

735% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.5M

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more funds holding

Funds holding: 140163 (+23)

16% more capital invested

Capital invested by funds: $1.89B → $2.2B (+$310M)

1.14% more ownership

Funds ownership: 6.9%8.04% (+1.1%)

Holders
163
Holders Change
+23
Holders Change %
+16.43%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
40
Increased
80
Reduced
29
Closed
14
Calls
$12.5M
Puts
$1.5M
Net Calls
+$11M
Net Calls Change
+$9.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
51
Wellington Management Group
Massachusetts
$3.88M +$786K +33,849 +26%
EFMH
52
E Fund Management (HK)
Hong Kong
$3.46M +$1.28M +55,276 +62%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
53
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.19M +$3.08M +132,802 New
TI
54
Tidal Investments
Wisconsin
$3.07M -$56K -2,410 -2%
LOAME
55
Lombard Odier Asset Management (Europe)
United Kingdom
$3.06M +$2.96M +127,500 New
OMC
56
Old Mission Capital
Illinois
$3.02M +$2.92M +125,731 New
Korea Investment Corp
57
Korea Investment Corp
South Korea
$3M +$1.4M +60,421 +93%
SAM
58
Storebrand Asset Management
Norway
$2.91M +$754K +32,486 +37%
Aberdeen Group
59
Aberdeen Group
United Kingdom
$2.43M +$306K +13,157 +15%
Aviva
60
Aviva
United Kingdom
$2.41M +$843K +36,300 +57%
BCIM
61
British Columbia Investment Management
British Columbia, Canada
$2.06M +$535K +23,025 +37%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$2.02M +$596K +25,666 +44%
SG Americas Securities
63
SG Americas Securities
New York
$2.01M -$465K -20,003 -19%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$1.99M -$277K -11,938 -13%
Caisse de Depot et Placement du Quebec (CDPQ)
65
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.92M +$1.21M +52,175 +187%
RC
66
Renaissance Capital
Connecticut
$1.86M +$795K +34,226 +79%
Public Sector Pension Investment Board (PSP Investments)
67
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.82M +$494K +21,250 +39%
Citigroup
68
Citigroup
New York
$1.69M -$794K -34,193 -33%
Handelsbanken Fonder
69
Handelsbanken Fonder
Sweden
$1.63M -$2.72M -117,225 -63%
Teacher Retirement System of Texas
70
Teacher Retirement System of Texas
Texas
$1.59M +$1.54M +66,304 New
Connor, Clark & Lunn Investment Management (CC&L)
71
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.53M +$791K +34,068 +114%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$1.43M +$331K +14,269 +32%
APG Asset Management
73
APG Asset Management
Netherlands
$1.16M +$552K +23,775 +89%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.15M +$1.12M +48,075 New
NA
75
NewEdge Advisors
Louisiana
$1.13M +$1.09M +47,046 New

LU Hedge Fund Activity: Q2 2022 in Review

163 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2022, worth a combined $2.2B — up 16% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LU positions and 14 closed out — a net gain of 26 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $74.7M. The largest seller was Capital World Investors, cutting an estimated $97.4M.

  • 163 institutional investors held Lufax Holding (LU) as of Q2 2022, up from 140 in Q1 2022.
  • Funds reported $2.2B of Lufax Holding stock for Q2 2022, up 16% quarter-over-quarter.
  • 40 funds opened new Lufax Holding positions in Q2 2022 and 14 closed out, a net change of +26 holders.
  • The largest Lufax Holding buyer in Q2 2022 was BlackRock, an estimated $74.7M added.
  • The largest Lufax Holding seller in Q2 2022 was Capital World Investors, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2022.