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Lufax Holding

155 hedge funds and large institutions have $917M invested in Lufax Holding in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% less ownership

Funds ownership: 8.04%7.9% (-0.14%)

5% less funds holding

Funds holding: 163155 (-8)

16% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 62

17% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $3M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

58% less capital invested

Capital invested by funds: $2.2B → $917M (-$1.29B)

Holders
155
Holders Change
-8
Holders Change %
-4.91%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
52
Reduced
62
Closed
31
Calls
$2.49M
Puts
$3M
Net Calls
-$518K
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
126
Virginia Retirement Systems
Virginia
$52.8K +$88.8K +5,200 New
AIMCA
127
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$48K
SMDAM
128
Sumitomo Mitsui DS Asset Management
Japan
$48K
Man Group
129
Man Group
United Kingdom
$46K +$77.3K +4,525 New
Wolverine Trading
130
Wolverine Trading
Illinois
$45K +$77.1K +4,513 New
AllianceBernstein
131
AllianceBernstein
Tennessee
$41K
CIBC Asset Management
132
CIBC Asset Management
Ontario, Canada
$40K
EWA
133
EverSource Wealth Advisors
Alabama
$40K +$66.6K +3,903 New
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$37K -$10.2K -600 -14%
Parallax Volatility Advisers
135
Parallax Volatility Advisers
California
$35K +$59.1K +3,464 New
BL
136
Balentine LLC
Georgia
$34K +$56.9K +3,331 New
CI
137
Cigna Investments
Connecticut
$33K -$14.8K -868 -21%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$33K +$12.8K +748 +29%
CG
139
Cutler Group
California
$29K +$46.3K +2,713 +1,420%
PI
140
PineBridge Investments
New York
$28K -$3.25M -190,093 -99%
Mariner
141
Mariner
Kansas
$28K +$46.3K +2,710 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$26K +$27.3K +1,596 +165%
AIG
143
American International Group
New York
$21K
PIM
144
Platinum Investment Management
Australia
$21K +$4.41K +258 +14%
New York State Common Retirement Fund
145
New York State Common Retirement Fund
New York
$15K +$19.6K +1,150 +414%
GRP
146
Global Retirement Partners
California
$14K +$32.7K +1,914 +565%
NFSG
147
Newbridge Financial Services Group
Florida
$10K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.99K +175 +27%
US Bancorp
149
US Bancorp
Minnesota
$6K +$10.4K +608 New
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$5K -$6.11K -358 -42%

LU Hedge Fund Activity: Q3 2022 in Review

155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q3 2022, worth a combined $917M — down 58% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of LU and 23 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 52 added.

The largest buyer was Marshall Wace, adding an estimated $53.5M. The largest seller was Capital World Investors, cutting an estimated $58.3M.

  • 155 institutional investors held Lufax Holding (LU) as of Q3 2022, down from 163 in Q2 2022.
  • Funds reported $917M of Lufax Holding stock for Q3 2022, down 58% quarter-over-quarter.
  • 23 funds opened new Lufax Holding positions in Q3 2022 and 31 closed out, a net change of -8 holders.
  • The largest Lufax Holding buyer in Q3 2022 was Marshall Wace, an estimated $53.5M added.
  • The largest Lufax Holding seller in Q3 2022 was Capital World Investors, an estimated $58.3M sold.

Based on aggregated 13F filings for Q3 2022.