Lufax Holding
119 hedge funds and large institutions have $2.48B invested in Lufax Holding in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 12 closing their positions.
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
44% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 32
17% more funds holding
Funds holding: 102 → 119 (+17)
11% more capital invested
Capital invested by funds: $2.23B → $2.48B (+$250M)
0.25% more ownership
Funds ownership: 3.22% → 3.47% (+0.25%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
68% less call options, than puts
Call options by funds: $5.65M | Put options by funds: $17.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$68.7M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$45.4M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$39.7M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$31.3M |
| 5 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$37.6M |
| 2 |
SCM
Segantii Capital Management
Hong Kong
|
-$27.9M |
| 3 |
TAA
TB Alternative Assets
Grand Cayman,
Cayman Islands
|
-$19.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$17.9M |
| 5 |
KFA
Krane Funds Advisors
New York
|
-$10.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UIA
126
UG Investment Advisers
Taipei,
Taiwan
| – | -$1.06M | -18,750 | Closed |
|
127
Millennium Management
New York
| – | -$716K | -12,614 | Closed |
|
|
NIPH
128
NN Investment Partners Holdings
The Hague,
Netherlands
| – | -$372K | -6,550 | Closed |
|
|
OMC
129
Oasis Management Company
Grand Cayman,
Cayman Islands
| – | -$213K | -3,750 | Closed |
|
|
CAIMH
130
Central Asset Investments & Management Holdings
Hong Kong
| – | -$156K | -2,750 | Closed |
|
|
BCA
131
Berman Capital Advisors
Atlanta,
Georgia
| – | +$614 | +10 | New |
|
LU Hedge Fund Activity: Q1 2021 in Review
119 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q1 2021, worth a combined $2.48B — up 11% from $2.23B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new LU positions and 12 closed out — a net gain of 17 holders — while 46 added to existing stakes and 32 trimmed.
The largest buyer was Farallon Capital Management, adding an estimated $68.7M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $37.6M sold.
- 119 institutional investors held Lufax Holding (LU) as of Q1 2021, up from 102 in Q4 2020.
- Funds reported $2.48B of Lufax Holding stock for Q1 2021, up 11% quarter-over-quarter.
- 29 funds opened new Lufax Holding positions in Q1 2021 and 12 closed out, a net change of +17 holders.
- The largest Lufax Holding buyer in Q1 2021 was Farallon Capital Management, an estimated $68.7M added.
- The largest Lufax Holding seller in Q1 2021 was Oaktree Capital Management, an estimated $37.6M sold.
Based on aggregated 13F filings for Q1 2021.