Lufax Holding
121 hedge funds and large institutions have $273M invested in Lufax Holding in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 38 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 47
0.6% less ownership
Funds ownership: 8.37% → 7.77% (-0.6%)
17% less funds holding
Funds holding: 146 → 121 (-25)
33% less capital invested
Capital invested by funds: $406M → $273M (-$134M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
61% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 38
70% less call options, than puts
Call options by funds: $710K | Put options by funds: $2.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.16M |
| 2 |
D.E. Shaw & Co
New York
|
+$4.99M |
| 3 |
YC
Yunqi Capital
Hong Kong
|
+$4.66M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
+$3.25M |
| 5 |
Amundi
Paris,
France
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Polunin Capital Partners
London,
United Kingdom
|
-$14.1M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$13.7M |
| 3 |
ASGS
Alpha Square Group S
New York
|
-$10.9M |
| 4 |
TIAM
TT International Asset Management
London,
United Kingdom
|
-$6.88M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$5.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMDAM
151
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| – | -$20K | -4,709 | Closed |
|
|
GS
152
GTS Securities
New York
| – | -$17.7K | -4,171 | Closed |
|
|
GC
153
Guggenheim Capital
Chicago,
Illinois
| – | -$15.8K | -3,732 | Closed |
|
154
CIBC Asset Management
Toronto,
Ontario, Canada
| – | -$13.6K | -3,216 | Closed |
|
|
CI
155
Cigna Investments
Bloomfield,
Connecticut
| – | -$14K | -3,206 | Closed |
|
|
TCM
156
Triumph Capital Management
Denver,
Colorado
| – | -$11.5K | -2,716 | Closed |
|
|
QT
157
Quantbot Technologies
New York
| – | -$900 | -212 | Closed |
|
158
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$140 | -33 | Closed |
|
LU Hedge Fund Activity: Q4 2023 in Review
121 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q4 2023, worth a combined $273M — down 33% from $406M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of LU and 15 opened new positions — a net loss of 23 holders — while 47 trimmed existing stakes and 50 added.
The largest buyer was Morgan Stanley, adding an estimated $8.16M. The largest seller was Polunin Capital Partners, exiting entirely with an estimated $14.1M sold.
- 121 institutional investors held Lufax Holding (LU) as of Q4 2023, down from 146 in Q3 2023.
- Funds reported $273M of Lufax Holding stock for Q4 2023, down 33% quarter-over-quarter.
- 15 funds opened new Lufax Holding positions in Q4 2023 and 38 closed out, a net change of -23 holders.
- The largest Lufax Holding buyer in Q4 2023 was Morgan Stanley, an estimated $8.16M added.
- The largest Lufax Holding seller in Q4 2023 was Polunin Capital Partners, an estimated $14.1M sold.
Based on aggregated 13F filings for Q4 2023.