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Lufax Holding

163 hedge funds and large institutions have $2.2B invested in Lufax Holding in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

735% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.5M

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more funds holding

Funds holding: 140163 (+23)

16% more capital invested

Capital invested by funds: $1.89B → $2.2B (+$310M)

1.14% more ownership

Funds ownership: 6.9%8.04% (+1.1%)

Holders
163
Holders Change
+23
Holders Change %
+16.43%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
40
Increased
80
Reduced
29
Closed
14
Calls
$12.5M
Puts
$1.5M
Net Calls
+$11M
Net Calls Change
+$9.73M
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
101
GSA Capital Partners
United Kingdom
$444K +$429K +18,485 New
Macquarie Group
102
Macquarie Group
Australia
$428K +$209K +9,010 +102%
National Pension Service
103
National Pension Service
South Korea
$415K +$402K +17,306 New
Marshall Wace
104
Marshall Wace
United Kingdom
$412K -$2.5M -107,566 -86%
Capital Fund Management (CFM)
105
Capital Fund Management (CFM)
France
$411K -$710K -30,579 -64%
Principal Financial Group
106
Principal Financial Group
Iowa
$398K +$385K +16,586 New
JC
107
JBF Capital
Colorado
$390K
SAM
108
Sompo Asset Management
Japan
$324K -$406K -17,488 -56%
PP
109
Prudential plc
United Kingdom
$316K +$306K +13,183 New
YCM
110
Yousif Capital Management
Michigan
$291K +$59.8K +2,577 +27%
CANY
111
Caxton Associates (New York)
New York
$281K +$272K +11,722 New
VNIM
112
Vaughan Nelson Investment Management
Texas
$272K +$46.4K +1,999 +21%
II
113
IFM Investors
Australia
$268K +$124K +5,344 +92%
Comerica Bank
114
Comerica Bank
Texas
$244K +$59.8K +2,577 +27%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$230K +$39.4K +1,696 +21%
PCM
116
Prelude Capital Management
New York
$229K -$284K -12,208 -56%
VPIM
117
Vanguard Personalized Indexing Management
California
$226K +$87.9K +3,784 +67%
Belvedere Trading
118
Belvedere Trading
Illinois
$223K -$11.6K -498 -4%
DnB Asset Management
119
DnB Asset Management
Norway
$213K +$206K +8,860 New
AFWM
120
AMJ Financial Wealth Management
Virginia
$190K +$184K +7,913 New
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$188K
BCM
122
Bluefin Capital Management
New York
$177K +$168K +7,218 New
Daiwa Securities Group
123
Daiwa Securities Group
Japan
$176K
SEI Investments
124
SEI Investments
Pennsylvania
$176K +$48.7K +2,097 +44%
RIM
125
Redpoint Investment Management
Australia
$159K

LU Hedge Fund Activity: Q2 2022 in Review

163 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2022, worth a combined $2.2B — up 16% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LU positions and 14 closed out — a net gain of 26 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $74.7M. The largest seller was Capital World Investors, cutting an estimated $97.4M.

  • 163 institutional investors held Lufax Holding (LU) as of Q2 2022, up from 140 in Q1 2022.
  • Funds reported $2.2B of Lufax Holding stock for Q2 2022, up 16% quarter-over-quarter.
  • 40 funds opened new Lufax Holding positions in Q2 2022 and 14 closed out, a net change of +26 holders.
  • The largest Lufax Holding buyer in Q2 2022 was BlackRock, an estimated $74.7M added.
  • The largest Lufax Holding seller in Q2 2022 was Capital World Investors, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2022.