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Lufax Holding

155 hedge funds and large institutions have $917M invested in Lufax Holding in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% less ownership

Funds ownership: 8.04%7.9% (-0.14%)

5% less funds holding

Funds holding: 163155 (-8)

16% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 62

17% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $3M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

58% less capital invested

Capital invested by funds: $2.2B → $917M (-$1.29B)

Holders
155
Holders Change
-8
Holders Change %
-4.91%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
52
Reduced
62
Closed
31
Calls
$2.49M
Puts
$3M
Net Calls
-$518K
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
76
Harvest Fund Management
China
$502K +$854K +50,007 New
Millennium Management
77
Millennium Management
New York
$493K +$828K +48,478 New
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$448K -$4.98M -291,750 -87%
National Pension Service
79
National Pension Service
South Korea
$441K +$451K +26,401 +153%
YIH
80
Y-Intercept (HK)
Hong Kong
$423K +$711K +41,626 New
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$421K +$31.1K +1,823 +5%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$411K -$62.3K -3,650 -8%
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$405K
SG Americas Securities
84
SG Americas Securities
New York
$395K -$767K -44,946 -54%
First Trust Advisors
85
First Trust Advisors
Illinois
$378K -$87.5K -5,122 -12%
Asset Management One
86
Asset Management One
Japan
$348K -$98.7K -5,782 -14%
Franklin Resources
87
Franklin Resources
California
$294K +$35.8K +2,098 +8%
American Century Companies
88
American Century Companies
Missouri
$278K +$78.5K +4,600 +20%
Citigroup
89
Citigroup
New York
$265K -$759K -44,451 -63%
PA
90
Profund Advisors
Maryland
$257K -$64.4K -3,771 -13%
CANY
91
Caxton Associates (New York)
New York
$239K +$202K +11,803 +101%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$234K
GIBU
93
Gulf International Bank (UK)
United Kingdom
$228K
DekaBank Deutsche Girozentrale
94
DekaBank Deutsche Girozentrale
Germany
$204K -$130K -7,615 -26%
JC
95
JBF Capital
Colorado
$203K +$64K +3,750 +23%
CSS
96
Cubist Systematic Strategies
Connecticut
$192K -$269K -15,734 -45%
Skandinaviska Enskilda Banken (SEB)
97
Skandinaviska Enskilda Banken (SEB)
Sweden
$190K
Nomura Asset Management
98
Nomura Asset Management
Japan
$188K
QT
99
Quantbot Technologies
New York
$185K +$312K +18,296 New
ECM
100
ExodusPoint Capital Management
New York
$170K +$286K +16,733 New

LU Hedge Fund Activity: Q3 2022 in Review

155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q3 2022, worth a combined $917M — down 58% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of LU and 23 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 52 added.

The largest buyer was Marshall Wace, adding an estimated $53.5M. The largest seller was Capital World Investors, cutting an estimated $58.3M.

  • 155 institutional investors held Lufax Holding (LU) as of Q3 2022, down from 163 in Q2 2022.
  • Funds reported $917M of Lufax Holding stock for Q3 2022, down 58% quarter-over-quarter.
  • 23 funds opened new Lufax Holding positions in Q3 2022 and 31 closed out, a net change of -8 holders.
  • The largest Lufax Holding buyer in Q3 2022 was Marshall Wace, an estimated $53.5M added.
  • The largest Lufax Holding seller in Q3 2022 was Capital World Investors, an estimated $58.3M sold.

Based on aggregated 13F filings for Q3 2022.