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Lufax Holding

113 hedge funds and large institutions have $217M invested in Lufax Holding in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.55% less ownership

Funds ownership: 8.36%7.8% (-0.55%)

12% less funds holding

Funds holding: 129113 (-16)

29% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 42

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

45% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $4.87M

47% less capital invested

Capital invested by funds: $406M → $217M (-$189M)

Holders
113
Holders Change
-16
Holders Change %
-12.4%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
30
Reduced
42
Closed
38
Calls
$2.69M
Puts
$4.87M
Net Calls
-$2.18M
Net Calls Change
+$475K
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
51
Handelsbanken Fonder
Sweden
$198K
UBS Group
52
UBS Group
Switzerland
$155K -$25.5K -6,694 -9%
Daiwa Securities Group
53
Daiwa Securities Group
Japan
$151K
BBP
54
Banco BTG Pactual
Brazil
$143K -$102K -26,800 -35%
Mitsubishi UFJ Asset Management
55
Mitsubishi UFJ Asset Management
Japan
$139K +$224K +58,750 New
COPPSERS
56
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$136K +$219K +57,409 New
Franklin Resources
57
Franklin Resources
California
$135K +$26K +6,815 +14%
JC
58
JBF Capital
Colorado
$130K -$953K -250,000 -82%
SEI Investments
59
SEI Investments
Pennsylvania
$121K -$525K -137,591 -73%
JP Morgan Chase
60
JP Morgan Chase
New York
$118K -$342K -89,786 -64%
EI
61
Ethic Inc
New York
$114K -$254K -66,684 -58%
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$109K
BCM
63
Barometer Capital Management
Ontario, Canada
$106K +$170K +44,600 New
Deutsche Bank
64
Deutsche Bank
Germany
$104K +$19.7K +5,156 +13%
Wolverine Trading
65
Wolverine Trading
Illinois
$101K +$123K +32,173 +305%
YCG
66
Yeomans Consulting Group
Georgia
$98.7K +$159K +41,642 New
BCM
67
Bayesian Capital Management
New York
$87K -$21K -5,500 -13%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$81.7K -$125K -32,819 -49%
BFG
69
Bleakley Financial Group
New Jersey
$79.7K +$128K +33,637 New
Capstone Investment Advisors
70
Capstone Investment Advisors
New York
$79.5K -$1.92K -503 -1%
SW
71
Simplicity Wealth
New Jersey
$79.5K +$128K +33,525 New
AllianceBernstein
72
AllianceBernstein
Tennessee
$70.7K +$114K +29,810 New
SP
73
SIH Partners
Delaware
$64.7K +$104K +27,300 New
CF
74
Cantor Fitzgerald
New York
$60.6K +$97.5K +25,578 New
Pictet Asset Management
75
Pictet Asset Management
Switzerland
$58.7K

LU Hedge Fund Activity: Q2 2024 in Review

113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2024, worth a combined $217M — down 47% from $406M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of LU and 23 opened new positions — a net loss of 15 holders — while 42 trimmed existing stakes and 30 added.

The largest buyer was State Street, adding an estimated $10.8M. The largest seller was Morgan Stanley, cutting an estimated $18.6M.

  • 113 institutional investors held Lufax Holding (LU) as of Q2 2024, down from 129 in Q1 2024.
  • Funds reported $217M of Lufax Holding stock for Q2 2024, down 47% quarter-over-quarter.
  • 23 funds opened new Lufax Holding positions in Q2 2024 and 38 closed out, a net change of -15 holders.
  • The largest Lufax Holding buyer in Q2 2024 was State Street, an estimated $10.8M added.
  • The largest Lufax Holding seller in Q2 2024 was Morgan Stanley, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2024.