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Lufax Holding

144 hedge funds and large institutions have $2.61B invested in Lufax Holding in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $73.4M | Put options by funds: $22.1M

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

138% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more funds holding

Funds holding: 119144 (+25)

5% more capital invested

Capital invested by funds: $2.48B → $2.61B (+$125M)

1.21% more ownership

Funds ownership: 3.47%4.68% (+1.2%)

Holders
144
Holders Change
+25
Holders Change %
+21.01%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
40
Increased
62
Reduced
26
Closed
14
Calls
$73.4M
Puts
$22.1M
Net Calls
+$51.3M
Net Calls Change
+$63.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
126
Nomura Asset Management
Japan
$128K
Fidelity International
127
Fidelity International
Bermuda
$109K -$22.6M -447,574 -99%
Acadian Asset Management
128
Acadian Asset Management
Massachusetts
$89K +$99.6K +1,976 New
NFSG
129
Newbridge Financial Services Group
Florida
$79K
APA
130
American Portfolios Advisors
New York
$68.6K +$655 +13 +0.9%
SAM
131
Shell Asset Management
Netherlands
$61K
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$28K +$5.84K +116 +23%
CL
133
CSS LLC
Illinois
$21K +$23.9K +475 New
New York State Common Retirement Fund
134
New York State Common Retirement Fund
New York
$14K +$15.3K +303 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$11K +$7.61K +151 +154%
SSB
136
Sandy Spring Bank
Maryland
$11K +$12.6K +250 New
EDRH
137
Edmond de Rothschild Holding
Switzerland
$7K
AWM
138
Activest Wealth Management
Florida
$3K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$3K
Osaic Holdings
140
Osaic Holdings
Arizona
$2K +$2.62K +52 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$1K
QCG
142
Quadrant Capital Group
Ohio
$1K +$655 +13 New
AIG
143
American International Group
New York
$25
SCM
144
Segantii Capital Management
Hong Kong
-$29.4M -506,250 Closed
Man Group
145
Man Group
United Kingdom
-$1.64M -28,175 Closed
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
-$852K -14,836 Closed
Simplex Trading
147
Simplex Trading
Illinois
-$377K -7,478 Closed
HF
148
HRT Financial
New York
-$416K -7,164 Closed
E
149
Ergoteles
New York
-$408K -7,032 Closed
Wellington Management Group
150
Wellington Management Group
Massachusetts
-$360K -6,193 Closed

LU Hedge Fund Activity: Q2 2021 in Review

144 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2021, worth a combined $2.61B — up 5% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LU positions and 14 closed out — a net gain of 26 holders — while 62 added to existing stakes and 26 trimmed.

The largest buyer was Vanguard Group, adding an estimated $153M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $45.8M.

  • 144 institutional investors held Lufax Holding (LU) as of Q2 2021, up from 119 in Q1 2021.
  • Funds reported $2.61B of Lufax Holding stock for Q2 2021, up 5% quarter-over-quarter.
  • 40 funds opened new Lufax Holding positions in Q2 2021 and 14 closed out, a net change of +26 holders.
  • The largest Lufax Holding buyer in Q2 2021 was Vanguard Group, an estimated $153M added.
  • The largest Lufax Holding seller in Q2 2021 was Manulife (Manufacturers Life Insurance), an estimated $45.8M sold.

Based on aggregated 13F filings for Q2 2021.