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Lufax Holding

144 hedge funds and large institutions have $2.61B invested in Lufax Holding in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $73.4M | Put options by funds: $22.1M

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

138% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more funds holding

Funds holding: 119144 (+25)

5% more capital invested

Capital invested by funds: $2.48B → $2.61B (+$125M)

1.21% more ownership

Funds ownership: 3.47%4.68% (+1.2%)

Holders
144
Holders Change
+25
Holders Change %
+21.01%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
40
Increased
62
Reduced
26
Closed
14
Calls
$73.4M
Puts
$22.1M
Net Calls
+$51.3M
Net Calls Change
+$63.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EFMH
101
E Fund Management (HK)
Hong Kong
$497K -$21.7K -430 -4%
SFA
102
Souders Financial Advisors
Ohio
$450K +$44.1K +875 +10%
GIBU
103
Gulf International Bank (UK)
United Kingdom
$446K
Lazard Asset Management
104
Lazard Asset Management
New York
$446K +$497K +9,872 New
TC
105
TwinBeech Capital
New York
$418K +$466K +9,244 New
Swedbank
106
Swedbank
Sweden
$418K
EGM
107
Engineers Gate Manager
New York
$365K +$407K +8,082 New
ECM
108
ExodusPoint Capital Management
New York
$356K -$120K -2,379 -23%
Squarepoint
109
Squarepoint
New York
$341K -$3.46M -68,711 -90%
GCP
110
GSA Capital Partners
United Kingdom
$297K +$331K +6,576 New
American Century Companies
111
American Century Companies
Missouri
$289K +$17.9K +355 +6%
Macquarie Group
112
Macquarie Group
Australia
$275K +$111K +2,207 +57%
BC
113
Bridgefront Capital
Texas
$265K +$295K +5,857 New
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$251K +$4.49K +89 +2%
SSA
115
Schonfeld Strategic Advisors
New York
$237K +$264K +5,247 New
Asset Management One
116
Asset Management One
Japan
$216K -$72K -1,429 -23%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$216K +$33K +654 +16%
Verition Fund Management
118
Verition Fund Management
Connecticut
$187K +$208K +4,135 New
Aberdeen Group
119
Aberdeen Group
United Kingdom
$169K -$63.7K -1,264 -25%
Jane Street
120
Jane Street
New York
$156K +$174K +3,462 New
TRCT
121
Tower Research Capital (TRC)
New York
$151K +$1.61K +32 +1%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$150K +$168K +3,325 New
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$144K +$12K +238 +8%
Marshall Wace
124
Marshall Wace
United Kingdom
$134K +$150K +2,974 New
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$129K

LU Hedge Fund Activity: Q2 2021 in Review

144 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2021, worth a combined $2.61B — up 5% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LU positions and 14 closed out — a net gain of 26 holders — while 62 added to existing stakes and 26 trimmed.

The largest buyer was Vanguard Group, adding an estimated $153M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $45.8M.

  • 144 institutional investors held Lufax Holding (LU) as of Q2 2021, up from 119 in Q1 2021.
  • Funds reported $2.61B of Lufax Holding stock for Q2 2021, up 5% quarter-over-quarter.
  • 40 funds opened new Lufax Holding positions in Q2 2021 and 14 closed out, a net change of +26 holders.
  • The largest Lufax Holding buyer in Q2 2021 was Vanguard Group, an estimated $153M added.
  • The largest Lufax Holding seller in Q2 2021 was Manulife (Manufacturers Life Insurance), an estimated $45.8M sold.

Based on aggregated 13F filings for Q2 2021.