We are live on ! Find out more
LU icon

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
HT
126
Headlands Technologies
Illinois
-$209K -87,996 Closed
BBP
127
Banco BTG Pactual
Brazil
-$143K -50,400 Closed
YCG
128
Yeomans Consulting Group
Georgia
-$98.7K -41,642 Closed
BCM
129
Bayesian Capital Management
New York
-$87K -36,721 Closed
BFG
130
Bleakley Financial Group
New Jersey
-$79.7K -33,637 Closed
Capstone Investment Advisors
131
Capstone Investment Advisors
New York
-$79.5K -33,564 Closed
SW
132
Simplicity Wealth
New Jersey
-$79.5K -33,525 Closed
PCM
133
Penserra Capital Management
California
-$43K -18,336 Closed
Nomura Holdings
134
Nomura Holdings
Japan
-$42.7K -18,000 Closed
MG
135
Marex Group
-$41.6K -17,574 Closed
DCM
136
DGS Capital Management
New Jersey
-$39.7K -16,764 Closed
MCM
137
McDonough Capital Management
Florida
-$35.2K -14,846 Closed
VA
138
Vident Advisory
Georgia
-$31.3K -13,212 Closed
PAM
139
Panagora Asset Management
Massachusetts
-$25.6K -10,791 Closed
Comerica Bank
140
Comerica Bank
Texas
-$25.4K -10,698 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.