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.
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: 2 → 3 (+1)
21% more funds holding
Funds holding: 119 → 144 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$153M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$125M |
| 3 |
CCM
CAAS Capital Management
New York
|
+$106M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$96.6M |
| 5 |
Blackstone Inc
New York
|
+$31.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$45.8M |
| 2 |
SCM
Segantii Capital Management
Hong Kong
|
-$29.4M |
| 3 |
BAMCO Inc
New York
|
-$24.3M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$22.6M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
-$10.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
YMRC
151
Yorktown Management & Research Company
Forest,
Virginia
| – | -$312K | -5,375 | Closed |
|
152
Wolverine Trading
Chicago,
Illinois
| – | -$244K | -4,843 | Closed |
|
153
Group One Trading
Chicago,
Illinois
| – | -$192K | -3,810 | Closed |
|
|
CG
154
Cutler Group
San Francisco,
California
| – | -$109K | -2,157 | Closed |
|
|
PI
155
PEAK6 Investments
Chicago,
Illinois
| – | -$76.6K | -1,520 | Closed |
|
156
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| – | -$54K | -925 | Closed |
|
|
BDS
157
Banco de Sabadell
Miami,
Florida
| – | -$21K | -375 | Closed |
|
|
BCA
158
Berman Capital Advisors
Atlanta,
Georgia
| – | +$151 | +3 | +30% |
|
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.