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Lufax Holding

155 hedge funds and large institutions have $917M invested in Lufax Holding in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% less ownership

Funds ownership: 8.04%7.9% (-0.14%)

5% less funds holding

Funds holding: 163155 (-8)

16% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 62

17% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $3M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

58% less capital invested

Capital invested by funds: $2.2B → $917M (-$1.29B)

Holders
155
Holders Change
-8
Holders Change %
-4.91%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
52
Reduced
62
Closed
31
Calls
$2.49M
Puts
$3M
Net Calls
-$518K
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
101
Principal Financial Group
Iowa
$169K
VOYA Investment Management
102
VOYA Investment Management
Georgia
$163K -$92.1K -5,393 -25%
D.E. Shaw & Co
103
D.E. Shaw & Co
New York
$162K -$3.71M -217,469 -93%
APG Asset Management
104
APG Asset Management
Netherlands
$158K -$601K -35,200 -70%
PP
105
Prudential plc
United Kingdom
$156K +$37.9K +2,217 +17%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$139K +$69.9K +4,095 +43%
DCM
107
DGS Capital Management
New Jersey
$135K +$148K +8,660 +185%
Squarepoint
108
Squarepoint
New York
$131K +$219K +12,854 New
SAM
109
Sompo Asset Management
Japan
$127K -$17.4K -1,020 -8%
YCM
110
Yousif Capital Management
Michigan
$123K
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$122K +$71.3K +4,175 +53%
Wellington Management Group
112
Wellington Management Group
Massachusetts
$116K -$2.57M -150,291 -93%
VPIM
113
Vanguard Personalized Indexing Management
California
$110K +$24K +1,404 +15%
XT
114
XTX Topco
Cayman Islands
$110K +$185K +10,848 New
AQR Capital Management
115
AQR Capital Management
Connecticut
$109K +$184K +10,760 New
BTI
116
Blue Trust Inc
Georgia
$104K +$15.1K +886 +26%
Nomura Holdings
117
Nomura Holdings
Japan
$94K -$210K -12,325 -57%
AG
118
AIA Group
Hong Kong
$94K +$157K +9,210 New
EVM
119
Eaton Vance Management
Massachusetts
$85K +$65.5K +3,834 +85%
Daiwa Securities Group
120
Daiwa Securities Group
Japan
$84K +$15.8K +925 +13%
Comerica Bank
121
Comerica Bank
Texas
$79K
II
122
IFM Investors
Australia
$74K -$65.9K -3,862 -35%
Ameriprise
123
Ameriprise
Minnesota
$70K +$7.55K +442 +7%
RIM
124
Redpoint Investment Management
Australia
$67K
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
$63K +$106K +6,225 New

LU Hedge Fund Activity: Q3 2022 in Review

155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q3 2022, worth a combined $917M — down 58% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of LU and 23 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 52 added.

The largest buyer was Marshall Wace, adding an estimated $53.5M. The largest seller was Capital World Investors, cutting an estimated $58.3M.

  • 155 institutional investors held Lufax Holding (LU) as of Q3 2022, down from 163 in Q2 2022.
  • Funds reported $917M of Lufax Holding stock for Q3 2022, down 58% quarter-over-quarter.
  • 23 funds opened new Lufax Holding positions in Q3 2022 and 31 closed out, a net change of -8 holders.
  • The largest Lufax Holding buyer in Q3 2022 was Marshall Wace, an estimated $53.5M added.
  • The largest Lufax Holding seller in Q3 2022 was Capital World Investors, an estimated $58.3M sold.

Based on aggregated 13F filings for Q3 2022.