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.
0.14% less ownership
Funds ownership: 8.04% → 7.9% (-0.14%)
5% less funds holding
Funds holding: 163 → 155 (-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: 4 → 3 (-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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$53.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$16.4M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$13.3M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$12.7M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$58.3M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$31M |
| 3 |
BlackRock
New York
|
-$16.4M |
| 4 |
CCM
CAAS Capital Management
New York
|
-$13.7M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$13.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFM
176
Boothbay Fund Management
New York
| – | -$137K | -5,706 | Closed |
|
|
RWM
177
Ritholtz Wealth Management
New York
| – | -$114K | -4,768 | Closed |
|
178
VanEck Associates
New York
| – | -$102K | -4,251 | Closed |
|
|
PI
179
PEAK6 Investments
Chicago,
Illinois
| – | -$23.1K | -4,041 | Closed |
|
180
Osaic Holdings
Scottsdale,
Arizona
| – | -$5K | -203 | Closed |
|
|
EW
181
Evoke Wealth
Los Angeles,
California
| – | -$4K | -159 | Closed |
|
|
TJHA
182
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$2K | -84 | Closed |
|
|
UB
183
UMB Bank
Kansas City,
Missouri
| – | -$2K | -78 | Closed |
|
|
HF
184
Halpern Financial
Ashburn,
Virginia
| – | -$1.45K | -61 | 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.