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Lufax Holding

116 hedge funds and large institutions have $301M invested in Lufax Holding in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $217M → $301M (+$83.9M)

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

3% more funds holding

Funds holding: 113116 (+3)

2.84% less ownership

Funds ownership: 7.8%4.97% (-2.8%)

47% less call options, than puts

Call options by funds: $2.35M | Put options by funds: $4.39M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
27
Increased
33
Reduced
27
Closed
24
Calls
$2.35M
Puts
$4.39M
Net Calls
-$2.04M
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
101
Barclays
United Kingdom
$8.82K -$5 -2 -0.1%
RhumbLine Advisers
102
RhumbLine Advisers
Massachusetts
$2.81K
Allspring Global Investments
103
Allspring Global Investments
North Carolina
$2.39K +$1.79K +685 New
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$2K +$1.38K +526 New
EWA
105
EverSource Wealth Advisors
Alabama
$1.57K +$1.18K +449 New
QCG
106
Quadrant Capital Group
Ohio
$1.14K
FFA
107
Farther Finance Advisors
California
$1.04K
HFM
108
Harvest Fund Management
China
$1K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$866 -$12.5K -4,778 -95%
Osaic Holdings
110
Osaic Holdings
Arizona
$775
PS
111
Principal Securities
Iowa
$133
SC
112
Swan Capital
Florida
$98
Wells Fargo
113
Wells Fargo
California
$87
BIA
114
Bell Investment Advisors
California
$81 -$259 -99 -81%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63
DB
116
Danske Bank
Denmark
$3 +$3 +1 New
CAAM
117
Cape Ann Asset Management
United Kingdom
-$2.53M -1,066,930 Closed
Arrowstreet Capital
118
Arrowstreet Capital
Massachusetts
-$786K -331,736 Closed
QC
119
Quadrature Capital
United Kingdom
-$715K -302,184 Closed
JAM
120
Jupiter Asset Management
United Kingdom
-$688K -290,500 Closed
GCP
121
GSA Capital Partners
United Kingdom
-$573K -241,762 Closed
Belvedere Trading
122
Belvedere Trading
Illinois
-$536K -204,737 Closed
MS
123
Maven Securities
Jersey
-$427K -180,000 Closed
KBC Group
124
KBC Group
Belgium
-$308K -129,897 Closed
LP
125
LMR Partners
United Kingdom
-$238K -100,298 Closed

LU Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q3 2024, worth a combined $301M — up 39% from $217M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LU positions and 24 closed out — a net gain of 3 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $5.83M. The largest seller was Mirae Asset Global ETFs Holdings, cutting an estimated $16M.

  • 116 institutional investors held Lufax Holding (LU) as of Q3 2024, up from 113 in Q2 2024.
  • Funds reported $301M of Lufax Holding stock for Q3 2024, up 39% quarter-over-quarter.
  • 27 funds opened new Lufax Holding positions in Q3 2024 and 24 closed out, a net change of +3 holders.
  • The largest Lufax Holding buyer in Q3 2024 was Norges Bank, an estimated $5.83M added.
  • The largest Lufax Holding seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2024.