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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
PIM
76
Platinum Investment Management
Australia
$57.6K +$49.2K +12,898 +113%
Asset Management One
77
Asset Management One
Japan
$53.8K +$14.4K +3,773 +20%
RC
78
RBF Capital
California
$53.3K
CFM
79
Catalyst Funds Management
Australia
$53.1K +$85.4K +22,400 New
CC
80
Centiva Capital
New York
$52.6K +$84.6K +22,184 New
PP
81
PDS Planning
Ohio
$43.7K
PCM
82
Penserra Capital Management
California
$43K -$831K -217,926 -92%
Nomura Holdings
83
Nomura Holdings
Japan
$42.7K +$28.8K +7,541 +72%
MG
84
Marex Group
$41.6K +$67K +17,574 New
DCM
85
DGS Capital Management
New Jersey
$39.7K -$36.3K -9,510 -36%
FCM
86
Farallon Capital Management
California
$35.5K -$515K -134,999 -90%
MCM
87
McDonough Capital Management
Florida
$35.2K +$56.6K +14,846 New
Corient Private Wealth
88
Corient Private Wealth
Florida
$34.2K -$25.5K -6,686 -32%
Nomura Asset Management
89
Nomura Asset Management
Japan
$32.9K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$32.7K -$33.1K -8,676 -39%
VA
91
Vident Advisory
Georgia
$31.3K +$423 +111 +0.8%
WA
92
Wealthstream Advisors
New York
$30.3K
DT
93
Diversified Trust
Tennessee
$26.3K -$41.2K -10,801 -49%
PAM
94
Panagora Asset Management
Massachusetts
$25.6K +$41.2K +10,791 New
Comerica Bank
95
Comerica Bank
Texas
$25.4K -$923 -242 -2%
SFA
96
Sequoia Financial Advisors
Ohio
$24.6K -$14.9K -3,916 -27%
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$22.6K -$96.6K -25,331 -72%
Amundi
98
Amundi
France
$17.9K -$172K -45,208 -88%
US Bancorp
99
US Bancorp
Minnesota
$14.5K -$10.8K -2,838 -32%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$11.9K -$78.1K -20,475 -80%

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.