Lufax Holding
155 hedge funds and large institutions have $570M invested in Lufax Holding in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 32 closing their positions.
107% more call options, than puts
Call options by funds: $3.69M | Put options by funds: $1.79M
0.82% less ownership
Funds ownership: 9.5% → 8.68% (-0.82%)
10% less funds holding
Funds holding: 172 → 155 (-17)
11% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 57
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
36% less capital invested
Capital invested by funds: $887M → $570M (-$317M)
53% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YC
Yunqi Capital
Hong Kong
|
+$13.9M |
| 2 |
BAMCO Inc
New York
|
+$10.7M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$9.43M |
| 4 |
PCP
Polunin Capital Partners
London,
United Kingdom
|
+$7.56M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAM
TT International Asset Management
London,
United Kingdom
|
-$36.6M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$30.3M |
| 3 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$18.5M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$15.6M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$7.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
AllianceBernstein
Nashville,
Tennessee
| – | -$33K | -4,045 | Closed |
|
|
SFA
177
Sequoia Financial Advisors
Akron,
Ohio
| – | -$30.4K | -3,720 | Closed |
|
|
PP
178
PDS Planning
Dublin,
Ohio
| – | -$27.2K | -3,334 | Closed |
|
|
MGIA
179
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$24.7K | -3,027 | Closed |
|
180
Tudor Investment Corp
Stamford,
Connecticut
| – | -$22K | -2,667 | Closed |
|
|
QT
181
Quantbot Technologies
New York
| – | -$13.5K | -1,657 | Closed |
|
|
NFSG
182
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$8.16K | -1,000 | Closed |
|
|
GRP
183
Global Retirement Partners
San Rafael,
California
| – | -$3.37K | -536 | Closed |
|
184
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| – | -$2.88K | -353 | Closed |
|
|
GWS
185
Glassman Wealth Services
Vienna,
Virginia
| – | -$2.16K | -265 | Closed |
|
|
QCG
186
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$1.13K | -138 | Closed |
|
LU Hedge Fund Activity: Q2 2023 in Review
155 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2023, worth a combined $570M — down 36% from $887M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of LU and 15 opened new positions — a net loss of 17 holders — while 57 trimmed existing stakes and 51 added.
The largest buyer was Yunqi Capital, adding an estimated $13.9M. The largest seller was TT International Asset Management, exiting entirely with an estimated $36.6M sold.
- 155 institutional investors held Lufax Holding (LU) as of Q2 2023, down from 172 in Q1 2023.
- Funds reported $570M of Lufax Holding stock for Q2 2023, down 36% quarter-over-quarter.
- 15 funds opened new Lufax Holding positions in Q2 2023 and 32 closed out, a net change of -17 holders.
- The largest Lufax Holding buyer in Q2 2023 was Yunqi Capital, an estimated $13.9M added.
- The largest Lufax Holding seller in Q2 2023 was TT International Asset Management, an estimated $36.6M sold.
Based on aggregated 13F filings for Q2 2023.