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Lufax Holding

103 hedge funds and large institutions have $205M invested in Lufax Holding in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.01% less ownership

Funds ownership: 4.97%4.96% (-0.01%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

11% less funds holding

Funds holding: 116103 (-13)

32% less capital invested

Capital invested by funds: $301M → $205M (-$95.2M)

39% less call options, than puts

Call options by funds: $1.63M | Put options by funds: $2.65M

46% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 28

Holders
103
Holders Change
-13
Holders Change %
-11.21%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
35
Reduced
36
Closed
28
Calls
$1.63M
Puts
$2.65M
Net Calls
-$1.02M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
76
Ethic Inc
New York
$49.6K -$259K -93,845 -82%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$46K +$7.47K +2,707 +16%
PIM
78
Platinum Investment Management
Australia
$42.9K -$7.48K -2,711 -13%
Pictet Asset Management
79
Pictet Asset Management
Switzerland
$41.3K +$33.3K +12,048 +230%
Simplex Trading
80
Simplex Trading
Illinois
$41K -$74.7K -27,065 -61%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$39.8K +$23.1K +8,382 +102%
AWM
82
Ariadne Wealth Management
California
$39.2K +$12.1K +4,368 +41%
SIA
83
Soltis Investment Advisors
Utah
$35.6K
Nomura Asset Management
84
Nomura Asset Management
Japan
$33.2K
EL
85
EWA LLC
Pennsylvania
$31.6K +$676 +245 +2%
TRCT
86
Tower Research Capital (TRC)
New York
$9.99K -$32.7K -11,834 -74%
AP
87
Advisors Preferred
Maryland
$9.5K -$14.1K -5,101 -56%
Barclays
88
Barclays
United Kingdom
$6.04K
SS
89
SBI Securities
Japan
$4.85K +$5.6K +2,028 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$4K -$7.36K -2,667 -60%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$3.99K -$33.4K -12,109 -88%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$2.16K +$276 +100 +12%
EWA
93
EverSource Wealth Advisors
Alabama
$1.4K +$378 +137 +31%
Osaic Holdings
94
Osaic Holdings
Arizona
$1.13K +$690 +250 +113%
CIAM
95
Caitong International Asset Management
Hong Kong
$903 +$1.04K +378 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$385 -$240 -87 -35%
PS
97
Principal Securities
Iowa
$91
SC
98
Swan Capital
Florida
$67
Wells Fargo
99
Wells Fargo
California
$60
BIA
100
Bell Investment Advisors
California
$55

LU Hedge Fund Activity: Q4 2024 in Review

103 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q4 2024, worth a combined $205M — down 32% from $301M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of LU and 15 opened new positions — a net loss of 13 holders — while 36 trimmed existing stakes and 35 added.

The largest buyer was Tiger Pacific Capital, opening a new position worth an estimated $10.9M. The largest seller was Krane Funds Advisors, exiting entirely with an estimated $29M sold.

  • 103 institutional investors held Lufax Holding (LU) as of Q4 2024, down from 116 in Q3 2024.
  • Funds reported $205M of Lufax Holding stock for Q4 2024, down 32% quarter-over-quarter.
  • 15 funds opened new Lufax Holding positions in Q4 2024 and 28 closed out, a net change of -13 holders.
  • The largest Lufax Holding buyer in Q4 2024 was Tiger Pacific Capital, an estimated $10.9M added.
  • The largest Lufax Holding seller in Q4 2024 was Krane Funds Advisors, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2024.