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Lufax Holding

116 hedge funds and large institutions have $301M invested in Lufax Holding in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $217M → $301M (+$83.9M)

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

3% more funds holding

Funds holding: 113116 (+3)

2.84% less ownership

Funds ownership: 7.8%4.97% (-2.8%)

47% less call options, than puts

Call options by funds: $2.35M | Put options by funds: $4.39M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
27
Increased
33
Reduced
27
Closed
24
Calls
$2.35M
Puts
$4.39M
Net Calls
-$2.04M
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
PCMH
51
Polymer Capital Management (HK)
Hong Kong
$349K +$262K +100,000 New
Handelsbanken Fonder
52
Handelsbanken Fonder
Sweden
$292K
PCP
53
Polunin Capital Partners
United Kingdom
$283K +$234K +89,626 New
CFM
54
Catalyst Funds Management
Australia
$282K +$153K +58,400 +261%
EGM
55
Engineers Gate Manager
New York
$278K +$208K +79,521 New
Daiwa Securities Group
56
Daiwa Securities Group
Japan
$256K +$24.6K +9,400 +15%
SP
57
SIH Partners
Delaware
$239K +$108K +41,100 +151%
Franklin Resources
58
Franklin Resources
California
$226K +$22.1K +8,446 +15%
JP Morgan Chase
59
JP Morgan Chase
New York
$221K +$35.7K +13,630 +27%
COPPSERS
60
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$200K
Mitsubishi UFJ Asset Management
61
Mitsubishi UFJ Asset Management
Japan
$200K -$3.72K -1,422 -2%
Walleye Capital
62
Walleye Capital
New York
$182K +$137K +52,215 New
SEI Investments
63
SEI Investments
Pennsylvania
$179K
PWPS
64
Pinnacle Wealth Planning Services
Ohio
$161K
BCM
65
Barometer Capital Management
Ontario, Canada
$156K
Simplex Trading
66
Simplex Trading
Illinois
$154K +$116K +44,281 New
Deutsche Bank
67
Deutsche Bank
Germany
$148K -$4.26K -1,628 -4%
QT
68
Quantbot Technologies
New York
$143K +$107K +41,043 New
Amundi
69
Amundi
France
$141K +$92.6K +35,376 +583%
CF
70
Cantor Fitzgerald
New York
$132K +$32.2K +12,314 +48%
Group One Trading
71
Group One Trading
Illinois
$130K -$444K -169,718 -82%
Wolverine Trading
72
Wolverine Trading
Illinois
$122K -$17.5K -6,674 -16%
SSA
73
Schonfeld Strategic Advisors
New York
$99.1K +$74.3K +28,400 New
Asset Management One
74
Asset Management One
Japan
$91.6K +$9.3K +3,556 +16%
RC
75
RBF Capital
California
$78.5K

LU Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q3 2024, worth a combined $301M — up 39% from $217M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LU positions and 24 closed out — a net gain of 3 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $5.83M. The largest seller was Mirae Asset Global ETFs Holdings, cutting an estimated $16M.

  • 116 institutional investors held Lufax Holding (LU) as of Q3 2024, up from 113 in Q2 2024.
  • Funds reported $301M of Lufax Holding stock for Q3 2024, up 39% quarter-over-quarter.
  • 27 funds opened new Lufax Holding positions in Q3 2024 and 24 closed out, a net change of +3 holders.
  • The largest Lufax Holding buyer in Q3 2024 was Norges Bank, an estimated $5.83M added.
  • The largest Lufax Holding seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2024.