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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
APA
151
American Portfolios Advisors
New York
$3.81K
TRCT
152
Tower Research Capital (TRC)
New York
$2K -$94.8K -5,552 -97%
QCG
153
Quadrant Capital Group
Ohio
$1K -$273 -16 -22%
BIA
154
Bell Investment Advisors
California
$1K -$34 -2 -2%
CCM
155
CAAS Capital Management
New York
-$13.7M -571,871 Closed
HA
156
HHLR Advisors
Cayman Islands
-$6M -250,000 Closed
TI
157
Tidal Investments
Wisconsin
-$3.07M -127,868 Closed
OMC
158
Old Mission Capital
Illinois
-$3.02M -125,731 Closed
Neuberger Berman Group
159
Neuberger Berman Group
New York
-$1.99M -82,246 Closed
NA
160
NewEdge Advisors
Louisiana
-$1.13M -47,046 Closed
BCI
161
Brinker Capital Investments
Pennsylvania
-$942K -39,230 Closed
QI
162
Qtron Investments
Massachusetts
-$937K -39,062 Closed
EOJOAM
163
E. Ohman J:or Asset Management
Sweden
-$780K -32,500 Closed
RCMU
164
Rokos Capital Management (UK)
United Kingdom
-$598K -25,000 Closed
SGM
165
Seven Grand Managers
New York
-$591K -24,625 Closed
MIM
166
Monashee Investment Management
Massachusetts
-$510K -21,250 Closed
Los Angeles Capital Management
167
Los Angeles Capital Management
California
-$457K -19,022 Closed
VNIM
168
Vaughan Nelson Investment Management
Texas
-$272K -11,335 Closed
Belvedere Trading
169
Belvedere Trading
Illinois
-$223K -11,075 Closed
PCM
170
Prelude Capital Management
New York
-$229K -9,530 Closed
DnB Asset Management
171
DnB Asset Management
Norway
-$213K -8,860 Closed
AFWM
172
AMJ Financial Wealth Management
Virginia
-$190K -7,913 Closed
BCM
173
Bluefin Capital Management
New York
-$177K -7,218 Closed
SEI Investments
174
SEI Investments
Pennsylvania
-$176K -6,848 Closed
MF
175
Magnetar Financial
Illinois
-$144 -6,000 Closed

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.