We are live on ! Find out more
LU icon

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
Asset Management One
76
Asset Management One
Japan
$701K +$501K +22,764 +261%
SAM
77
Sompo Asset Management
Japan
$691K -$367K -16,665 -35%
Connor, Clark & Lunn Investment Management (CC&L)
78
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$663K +$656K +29,761 New
First Trust Advisors
79
First Trust Advisors
Illinois
$648K -$29.8K -1,352 -4%
BCI
80
Brinker Capital Investments
Pennsylvania
$641K -$250K -11,364 -28%
Caisse de Depot et Placement du Quebec (CDPQ)
81
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$623K +$15.8K +718 +3%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$617K +$438K +19,875 +254%
PA
83
Profund Advisors
Maryland
$602K +$105K +4,753 +21%
APG Asset Management
84
APG Asset Management
Netherlands
$534K +$382K +17,350 +186%
Franklin Resources
85
Franklin Resources
California
$508K +$116K +5,246 +30%
GIBU
86
Gulf International Bank (UK)
United Kingdom
$501K +$496K +22,500 New
PCM
87
Prelude Capital Management
New York
$484K -$125K -5,662 -21%
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$434K +$430K +19,500 New
VOYA Investment Management
89
VOYA Investment Management
Georgia
$401K +$286K +12,983 +259%
Nomura Holdings
90
Nomura Holdings
Japan
$392K +$371K +16,850 New
American Century Companies
91
American Century Companies
Missouri
$372K +$225K +10,210 +158%
JC
92
JBF Capital
Colorado
$362K +$13.8K +625 +4%
Nomura Asset Management
93
Nomura Asset Management
Japan
$299K +$296K +13,425 New
SEC
94
Seven Eight Capital
New York
$289K +$222K +10,073 +350%
Skandinaviska Enskilda Banken (SEB)
95
Skandinaviska Enskilda Banken (SEB)
Sweden
$279K +$275K +12,500 New
Belvedere Trading
96
Belvedere Trading
Illinois
$258K +$255K +11,573 New
YCM
97
Yousif Capital Management
Michigan
$212K
Comerica Bank
98
Comerica Bank
Texas
$210K
VNIM
99
Vaughan Nelson Investment Management
Texas
$208K +$206K +9,336 New
XT
100
XTX Topco
Cayman Islands
$194K -$31.7K -1,439 -14%

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.