Lufax Holding
103 hedge funds and large institutions have $205M invested in Lufax Holding in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 28 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
0.01% less ownership
Funds ownership: 4.97% → 4.96% (-0.01%)
3% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 36
11% less funds holding
Funds holding: 116 → 103 (-13)
32% less capital invested
Capital invested by funds: $301M → $205M (-$95.2M)
39% less call options, than puts
Call options by funds: $1.63M | Put options by funds: $2.65M
46% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPC
Tiger Pacific Capital
New York
|
+$10.9M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$6.34M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$6.28M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.15M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFA
Krane Funds Advisors
New York
|
-$29M |
| 2 |
BC
BIT Capital
Berlin,
Germany
|
-$10.2M |
| 3 |
EFM
E Fund Management
Guangzhou,
China
|
-$3.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.62M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSG
126
Summit Securities Group
New York
| – | -$13K | -3,626 | Closed |
|
127
Allspring Global Investments
Charlotte,
North Carolina
| – | -$2.39K | -685 | Closed |
|
128
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -526 | Closed |
|
|
QCG
129
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$1.14K | -327 | Closed |
|
|
FFA
130
Farther Finance Advisors
San Francisco,
California
| – | -$1.04K | -299 | Closed |
|
|
HFM
131
Harvest Fund Management
Beijing,
China
| – | -$1K | -292 | Closed |
|
LU Hedge Fund Activity: Q4 2024 in Review
103 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q4 2024, worth a combined $205M — down 32% from $301M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of LU and 15 opened new positions — a net loss of 13 holders — while 36 trimmed existing stakes and 35 added.
The largest buyer was Tiger Pacific Capital, opening a new position worth an estimated $10.9M. The largest seller was Krane Funds Advisors, exiting entirely with an estimated $29M sold.
- 103 institutional investors held Lufax Holding (LU) as of Q4 2024, down from 116 in Q3 2024.
- Funds reported $205M of Lufax Holding stock for Q4 2024, down 32% quarter-over-quarter.
- 15 funds opened new Lufax Holding positions in Q4 2024 and 28 closed out, a net change of -13 holders.
- The largest Lufax Holding buyer in Q4 2024 was Tiger Pacific Capital, an estimated $10.9M added.
- The largest Lufax Holding seller in Q4 2024 was Krane Funds Advisors, an estimated $29M sold.
Based on aggregated 13F filings for Q4 2024.