We are live on ! Find out more
LU icon

Lufax Holding
LU

166 hedge funds and large institutions have $809M invested in Lufax Holding in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

635% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $1.92M

97% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 36

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

7% more funds holding

Funds holding: 155 → 166 (+11)

1.23% more ownership

Funds ownership: 7.9% → 9.12% (+1.2%)

12% less capital invested

Capital invested by funds: $917M → $809M (-$107M)

Holders
166
Holders Change
+11
Holders Change %
+7.1%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
35
Increased
71
Reduced
36
Closed
21
Calls
$14.1M
Puts
$1.92M
Net Calls
+$12.2M
Net Calls Change
+$12.7M

Top Buyers

Rank Fund Capital Flow
1
FCM
Farallon Capital Management
California
+$34.1M
2
Goldman Sachs
Goldman Sachs
New York
+$25.7M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$21.3M
4
Renaissance Technologies
Renaissance Technologies
New York
+$18.1M
5
Norges Bank
Norges Bank
Norway
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$29.6M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$21.5M
3
Fidelity International
Fidelity International
Bermuda
-$12.4M
4
BlackRock
BlackRock
New York
-$5.07M
5
BA
Bridgewater Associates
Connecticut
-$4.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$179K – – –
RC
102
RBF Capital
California
$175K +$171K +22,500 New
GIBU
103
Gulf International Bank (UK)
United Kingdom
$174K – – –
VF
104
Virtu Financial
New York
$169K +$166K +21,735 New
VOYA Investment Management
105
VOYA Investment Management
Georgia
$149K +$24K +3,147 +20%
Nomura Asset Management
106
Nomura Asset Management
Japan
$144K – – –
Mariner
107
Mariner
Kansas
$142K +$118K +15,539 +573%
Principal Financial Group
108
Principal Financial Group
Iowa
$137K +$8.48K +1,114 +7%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$131K +$24.6K +3,226 +24%
Comerica Bank
110
Comerica Bank
Texas
$129K – – –
VRS
111
Virginia Retirement Systems
Virginia
$128K +$85.9K +11,275 +217%
APG Asset Management
112
APG Asset Management
Netherlands
$118K – – –
AWM
113
Activest Wealth Management
Florida
$112K +$110K +14,425 New
VPIM
114
Vanguard Personalized Indexing Management
California
$108K +$23.6K +3,096 +29%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$101K +$8.1K +1,063 +9%
YCM
116
Yousif Capital Management
Michigan
$94K – – –
BL
117
Balentine LLC
Georgia
$92.9K +$65.8K +8,643 +259%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$91K +$89.3K +11,725 New
AGM
119
Alpine Global Management
New York
$81K +$79.5K +10,436 New
CSS
120
Cubist Systematic Strategies
Connecticut
$78.4K -$67K -8,797 -47%
SSA
121
Schonfeld Strategic Advisors
New York
$78.2K +$76.7K +10,075 New
Corient Private Wealth
122
Corient Private Wealth
Florida
$78K +$74.7K +9,806 New
Wolverine Trading
123
Wolverine Trading
Illinois
$74K +$37.9K +4,975 +110%
DCM
124
DGS Capital Management
New Jersey
$72.6K -$30.3K -3,974 -30%
Nomura Holdings
125
Nomura Holdings
Japan
$72K – – –
3 4
5
6 7

LU Hedge Fund Activity: Q4 2022 in Review

166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q4 2022, worth a combined $809M — down 12% from $917M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LU positions and 21 closed out — a net gain of 14 holders — while 71 added to existing stakes and 36 trimmed.

The largest buyer was Farallon Capital Management, adding an estimated $34.1M. The largest seller was Capital World Investors, cutting an estimated $29.6M.

  • 166 institutional investors held Lufax Holding (LU) as of Q4 2022, up from 155 in Q3 2022.
  • Funds reported $809M of Lufax Holding stock for Q4 2022, down 12% quarter-over-quarter.
  • 35 funds opened new Lufax Holding positions in Q4 2022 and 21 closed out, a net change of +14 holders.
  • The largest Lufax Holding buyer in Q4 2022 was Farallon Capital Management, an estimated $34.1M added.
  • The largest Lufax Holding seller in Q4 2022 was Capital World Investors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q4 2022.