We are live on ! Find out more
LU icon

Lufax Holding

140 hedge funds and large institutions have $1.89B invested in Lufax Holding in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 29 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 29

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more call options, than puts

Call options by funds: $3.99M | Put options by funds: $2.7M

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

14% more capital invested

Capital invested by funds: $1.66B → $1.89B (+$232M)

6% more funds holding

Funds holding: 132140 (+8)

0.9% more ownership

Funds ownership: 5.99%6.9% (+0.9%)

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
29
Closed
32
Calls
$3.99M
Puts
$2.7M
Net Calls
+$1.29M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Bayesian Capital Management
New York
$188K -$101K -4,600 -35%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$176K -$32.4K -1,471 -16%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$174K +$102K +4,637 +145%
Daiwa Securities Group
104
Daiwa Securities Group
Japan
$163K +$161K +7,325 New
RIM
105
Redpoint Investment Management
Australia
$148K +$146K +6,630 New
II
106
IFM Investors
Australia
$130K +$128K +5,833 New
VPIM
107
Vanguard Personalized Indexing Management
California
$126K +$41.7K +1,895 +50%
AIMCA
108
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$106K
SEI Investments
109
SEI Investments
Pennsylvania
$106K +$43.8K +1,990 +72%
SSA
110
Schonfeld Strategic Advisors
New York
$106K +$105K +4,775 New
Ameriprise
111
Ameriprise
Minnesota
$103K +$102K +4,644 New
QC
112
QCM Cayman
Texas
$98K +$96.7K +4,391 New
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$92K +$91.4K +4,150 New
VanEck Associates
114
VanEck Associates
New York
$83K +$19.1K +866 +30%
VRS
115
Virginia Retirement Systems
Virginia
$71K +$69.9K +3,175 New
DCM
116
DGS Capital Management
New Jersey
$70K -$31.9K -1,446 -31%
CI
117
Cigna Investments
Connecticut
$69K +$67.9K +3,081 New
SMDAM
118
Sumitomo Mitsui DS Asset Management
Japan
$68K +$67K +3,040 New
CIBC Asset Management
119
CIBC Asset Management
Ontario, Canada
$64K +$63K +2,859 New
CCP
120
Corient Capital Partners
California
$63K +$62.6K +2,840 New
ICM
121
Ionic Capital Management
New York
$61K +$60.4K +2,742 New
CG
122
Cutler Group
California
$39K +$39.4K +1,789 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$31K +$29.2K +1,324 +1,337%
NFSG
124
Newbridge Financial Services Group
Florida
$22K
TRCT
125
Tower Research Capital (TRC)
New York
$21K -$361K -16,403 -95%

LU Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q1 2022, worth a combined $1.89B — up 14% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new LU positions and 32 closed out — a net gain of 10 holders — while 60 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $146M. The largest seller was Capital Research Global Investors, cutting an estimated $135M.

  • 140 institutional investors held Lufax Holding (LU) as of Q1 2022, up from 132 in Q4 2021.
  • Funds reported $1.89B of Lufax Holding stock for Q1 2022, up 14% quarter-over-quarter.
  • 42 funds opened new Lufax Holding positions in Q1 2022 and 32 closed out, a net change of +10 holders.
  • The largest Lufax Holding buyer in Q1 2022 was BlackRock, an estimated $146M added.
  • The largest Lufax Holding seller in Q1 2022 was Capital Research Global Investors, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2022.