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Lufax Holding
LU

172 hedge funds and large institutions have $887M invested in Lufax Holding in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $2.5M

40% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 50

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

10% more capital invested

Capital invested by funds: $809M → $887M (+$77.5M)

4% more funds holding

Funds holding: 166 → 172 (+6)

0.38% more ownership

Funds ownership: 9.12% → 9.5% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
70
Reduced
50
Closed
27
Calls
$13.2M
Puts
$2.5M
Net Calls
+$10.7M
Net Calls Change
-$1.45M

Top Buyers

Rank Fund Capital Flow
1
TIAM
TT International Asset Management
United Kingdom
+$41.2M
2
PCP
Polunin Capital Partners
United Kingdom
+$21.7M
3
BA
Bridgewater Associates
Connecticut
+$18.2M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$8.05M
5
Artisan Partners
Artisan Partners
Wisconsin
+$6.79M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$25M
2
Renaissance Technologies
Renaissance Technologies
New York
-$16.2M
3
Marshall Wace
Marshall Wace
United Kingdom
-$15.8M
4
KFA
Krane Funds Advisors
New York
-$8.06M
5
ACM
Ariose Capital Management
Hong Kong
-$7.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
176
Qube Research & Technologies (QRT)
United Kingdom
– -$984K -126,752 Closed
BFM
177
Boothbay Fund Management
New York
– -$806K -103,875 Closed
D.E. Shaw & Co
178
D.E. Shaw & Co
New York
– -$635K -81,849 Closed
First Trust Advisors
179
First Trust Advisors
Illinois
– -$558K -71,959 Closed
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
– -$505K -65,102 Closed
CCM
181
CAAS Capital Management
New York
– -$491K -63,250 Closed
Korea Investment Corp
182
Korea Investment Corp
South Korea
– -$479K -61,748 Closed
IAIM
183
International Assets Investment Management
Florida
– -$244K -31,500 Closed
VF
184
Virtu Financial
New York
– -$169K -21,735 Closed
AWM
185
Activest Wealth Management
Florida
– -$112K -14,425 Closed
Two Sigma Advisers
186
Two Sigma Advisers
New York
– -$91K -11,725 Closed
AGM
187
Alpine Global Management
New York
– -$81K -10,436 Closed
SSA
188
Schonfeld Strategic Advisors
New York
– -$78.2K -10,075 Closed
AG
189
AIA Group
Hong Kong
– -$71.5K -9,210 Closed
Group One Trading
190
Group One Trading
Illinois
– -$70.5K -7,355 Closed
1832 Asset Management
191
1832 Asset Management
Ontario, Canada
– -$48.7K -6,275 Closed
Mackenzie Financial
192
Mackenzie Financial
Ontario, Canada
– -$30.8K -3,973 Closed
TSS
193
Two Sigma Securities
New York
– -$30.4K -3,914 Closed
Rafferty Asset Management
194
Rafferty Asset Management
New York
– -$25.3K -3,265 Closed
LPL Financial
195
LPL Financial
California
– -$24.3K -3,125 Closed
FWA
196
Freedom Wealth Alliance
Wisconsin
– -$5.82K -750 Closed
CG
197
Cutler Group
California
– -$959 -100 Closed
FA
198
Fiduciary Alliance
South Carolina
– -$336 -43 Closed
Toronto Dominion Bank
199
Toronto Dominion Bank
Ontario, Canada
– +$316 +33 New
4 5 6 7
8

LU Hedge Fund Activity: Q1 2023 in Review

172 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q1 2023, worth a combined $887M — up 9.6% from $809M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LU positions and 27 closed out — a net gain of 7 holders — while 70 added to existing stakes and 50 trimmed.

The largest buyer was TT International Asset Management, adding an estimated $41.2M. The largest seller was Capital Research Global Investors, cutting an estimated $25M.

  • 172 institutional investors held Lufax Holding (LU) as of Q1 2023, up from 166 in Q4 2022.
  • Funds reported $887M of Lufax Holding stock for Q1 2023, up 9.6% quarter-over-quarter.
  • 34 funds opened new Lufax Holding positions in Q1 2023 and 27 closed out, a net change of +7 holders.
  • The largest Lufax Holding buyer in Q1 2023 was TT International Asset Management, an estimated $41.2M added.
  • The largest Lufax Holding seller in Q1 2023 was Capital Research Global Investors, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2023.