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Lufax Holding

140 hedge funds and large institutions have $1.89B invested in Lufax Holding in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 29 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 29

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more call options, than puts

Call options by funds: $3.99M | Put options by funds: $2.7M

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

14% more capital invested

Capital invested by funds: $1.66B → $1.89B (+$232M)

6% more funds holding

Funds holding: 132140 (+8)

0.9% more ownership

Funds ownership: 5.99%6.9% (+0.9%)

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
29
Closed
32
Calls
$3.99M
Puts
$2.7M
Net Calls
+$1.29M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IMCOOI
126
Investment Management Corp of Ontario (IMCO)
Canada
$16K -$124K -5,650 -89%
AIG
127
American International Group
New York
$12K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$12K +$9.98K +453 +719%
APA
129
American Portfolios Advisors
New York
$11.1K -$7.16K -325 -39%
GRP
130
Global Retirement Partners
California
$8K +$7.47K +339 New
US Bancorp
131
US Bancorp
Minnesota
$7K -$41.7K -1,893 -86%
New York State Common Retirement Fund
132
New York State Common Retirement Fund
New York
$6K
Osaic Holdings
133
Osaic Holdings
Arizona
$5K +$3.13K +142 +233%
EW
134
Evoke Wealth
California
$4K +$2.86K +130 +448%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$4K +$3.63K +165 New
TJHA
136
Thomas J. Herzfeld Advisors
Florida
$2K
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$2K +$1.83K +83 +488%
QCG
138
Quadrant Capital Group
Ohio
$1K +$991 +45 New
Macquarie Group
139
Macquarie Group
Australia
$197 +$195K +8,855 New
Two Sigma Investments
140
Two Sigma Investments
New York
-$17.3M -769,158 Closed
GDWAM
141
Gold Dragon Worldwide Asset Management
Hong Kong
-$16.1M -715,125 Closed
LCM
142
LH Capital Markets
New York
-$4.17M -185,185 Closed
E
143
Ergoteles
New York
-$3.7M -164,125 Closed
Lazard Asset Management
144
Lazard Asset Management
New York
-$3.4M -150,992 Closed
DZ Bank
145
DZ Bank
Germany
-$2.85M -126,250 Closed
GCM
146
Ghisallo Capital Management
Massachusetts
-$2.81M -125,000 Closed
Jane Street
147
Jane Street
New York
-$2.55M -115,666 Closed
CSS
148
Cubist Systematic Strategies
Connecticut
-$1.91M -84,826 Closed
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
-$1.83M -81,250 Closed
SCM
150
Segantii Capital Management
Hong Kong
-$1.83M -81,250 Closed

LU Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q1 2022, worth a combined $1.89B — up 14% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new LU positions and 32 closed out — a net gain of 10 holders — while 60 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $146M. The largest seller was Capital Research Global Investors, cutting an estimated $135M.

  • 140 institutional investors held Lufax Holding (LU) as of Q1 2022, up from 132 in Q4 2021.
  • Funds reported $1.89B of Lufax Holding stock for Q1 2022, up 14% quarter-over-quarter.
  • 42 funds opened new Lufax Holding positions in Q1 2022 and 32 closed out, a net change of +10 holders.
  • The largest Lufax Holding buyer in Q1 2022 was BlackRock, an estimated $146M added.
  • The largest Lufax Holding seller in Q1 2022 was Capital Research Global Investors, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2022.