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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
PIM
76
Platinum Investment Management
Australia
$72.1K -$9.51K -3,634 -15%
CC
77
Centiva Capital
New York
$70.9K -$4.86K -1,859 -8%
SG Americas Securities
78
SG Americas Securities
New York
$66K +$49.6K +18,965 New
PP
79
PDS Planning
Ohio
$64.3K
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$57.7K +$43.3K +16,547 New
TRCT
81
Tower Research Capital (TRC)
New York
$55.9K +$41.9K +16,013 New
TSS
82
Two Sigma Securities
New York
$55.3K +$41.5K +15,854 New
FCM
83
Farallon Capital Management
California
$52.4K
SIA
84
Soltis Investment Advisors
Utah
$52K +$39K +14,900 New
Corient Private Wealth
85
Corient Private Wealth
Florida
$51.6K +$937 +358 +2%
Nomura Asset Management
86
Nomura Asset Management
Japan
$48.5K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$48.1K
WA
88
Wealthstream Advisors
New York
$44.7K
DT
89
Diversified Trust
Tennessee
$38.8K
SFA
90
Sequoia Financial Advisors
Ohio
$36.3K
AP
91
Advisors Preferred
Maryland
$33.3K +$23.7K +9,077 New
EL
92
EWA LLC
Pennsylvania
$30.3K +$34K +12,990 New
AWM
93
Ariadne Wealth Management
California
$29.7K +$27.7K +10,579 New
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$28K -$3.95K -1,509 -16%
US Bancorp
95
US Bancorp
Minnesota
$21.3K
Pictet Asset Management
96
Pictet Asset Management
Switzerland
$18.3K -$51.1K -19,541 -79%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$15K +$1.26K +480 +12%
NA
98
NewEdge Advisors
Louisiana
$14.5K +$10.9K +4,148 New
SSG
99
Summit Securities Group
New York
$13K +$9.49K +3,626 New
BTI
100
Blue Trust Inc
Georgia
$11.5K +$12.3K +4,691 +2,635%

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.