Lufax Holding
128 hedge funds and large institutions have $1.85B invested in Lufax Holding in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 32 reducing their positions, and 30 closing their positions.
223% more call options, than puts
Call options by funds: $30.2M | Put options by funds: $9.36M
106% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 32
0.7% more ownership
Funds ownership: 4.68% → 5.38% (+0.7%)
11% less funds holding
Funds holding: 144 → 128 (-16)
29% less capital invested
Capital invested by funds: $2.61B → $1.85B (-$756M)
43% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 30
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$131M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$124M |
| 3 |
KFA
Krane Funds Advisors
New York
|
+$54.4M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$32.8M |
| 5 |
JP Morgan Chase
New York
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CAAS Capital Management
New York
|
-$59.4M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$54M |
| 3 |
BAMCO Inc
New York
|
-$36.6M |
| 4 |
TAA
TB Alternative Assets
Grand Cayman,
Cayman Islands
|
-$29.7M |
| 5 |
Blackstone Inc
New York
|
-$28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Acadian Asset Management
Boston,
Massachusetts
| – | -$89K | -1,976 | Closed |
|
|
SAM
152
Shell Asset Management
The Hague,
Netherlands
| – | -$61K | -1,350 | Closed |
|
|
CL
153
CSS LLC
Chicago,
Illinois
| – | -$21K | -475 | Closed |
|
|
SSB
154
Sandy Spring Bank
Olney,
Maryland
| – | -$11K | -250 | Closed |
|
|
EDRH
155
Edmond de Rothschild Holding
Chambesy,
Switzerland
| – | -$7K | -160 | Closed |
|
|
AWM
156
Activest Wealth Management
Aventure,
Florida
| – | -$3K | -75 | Closed |
|
157
Fidelity Investments
Boston,
Massachusetts
| – | -$1K | -20 | Closed |
|
|
BIA
158
Bell Investment Advisors
Oakland,
California
| – | +$365 | +11 | New |
|
LU Hedge Fund Activity: Q3 2021 in Review
128 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q3 2021, worth a combined $1.85B — down 29% from $2.61B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of LU and 17 opened new positions — a net loss of 13 holders — while 32 trimmed existing stakes and 66 added.
The largest buyer was Capital Research Global Investors, adding an estimated $131M. The largest seller was CAAS Capital Management, cutting an estimated $59.4M.
- 128 institutional investors held Lufax Holding (LU) as of Q3 2021, down from 144 in Q2 2021.
- Funds reported $1.85B of Lufax Holding stock for Q3 2021, down 29% quarter-over-quarter.
- 17 funds opened new Lufax Holding positions in Q3 2021 and 30 closed out, a net change of -13 holders.
- The largest Lufax Holding buyer in Q3 2021 was Capital Research Global Investors, an estimated $131M added.
- The largest Lufax Holding seller in Q3 2021 was CAAS Capital Management, an estimated $59.4M sold.
Based on aggregated 13F filings for Q3 2021.