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Lufax Holding

144 hedge funds and large institutions have $2.61B invested in Lufax Holding in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $73.4M | Put options by funds: $22.1M

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

138% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more funds holding

Funds holding: 119144 (+25)

5% more capital invested

Capital invested by funds: $2.48B → $2.61B (+$125M)

1.21% more ownership

Funds ownership: 3.47%4.68% (+1.2%)

Holders
144
Holders Change
+25
Holders Change %
+21.01%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
40
Increased
62
Reduced
26
Closed
14
Calls
$73.4M
Puts
$22.1M
Net Calls
+$51.3M
Net Calls Change
+$63.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$450M +$96.6M +1,917,331 +24%
Capital World Investors
2
Capital World Investors
California
$435M +$125M +2,485,411 +35%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$219M +$13.3M +263,957 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$209M +$153M +3,036,758 +192%
FCM
5
Farallon Capital Management
California
$128M +$18.8M +372,750 +15%
BlackRock
6
BlackRock
New York
$98.9M +$6.32M +125,476 +6%
CCM
7
CAAS Capital Management
New York
$95.4M +$106M +2,109,629 New
KFA
8
Krane Funds Advisors
New York
$78.3M +$19.1M +380,017 +28%
AllianceBernstein
9
AllianceBernstein
Tennessee
$54M +$22.9M +455,166 +62%
Norges Bank
10
Norges Bank
Norway
$53.4M +$30.8M +611,260 +107%
State Street
11
State Street
Massachusetts
$49.1M +$19.4M +384,585 +55%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$43.4M +$1.94M +38,587 +4%
PCM
13
Penserra Capital Management
California
$37.5M -$10.3M -204,998 -20%
BAMCO Inc
14
BAMCO Inc
New York
$36.6M -$24.3M -482,992 -37%
PP
15
Prudential plc
United Kingdom
$35.9M +$6.3M +125,027 +19%
Legal & General Group
16
Legal & General Group
United Kingdom
$31.9M +$23M +456,343 +182%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.2M -$45.8M -908,323 -58%
TAA
18
TB Alternative Assets
Cayman Islands
$29.7M -$4.48M -88,950 -12%
BA
19
Bridgewater Associates
Connecticut
$28.6M +$5.03M +99,857 +19%
Blackstone Inc
20
Blackstone Inc
New York
$28M +$31.2M +619,801 New
OTPPB
21
Ontario Teachers' Pension Plan Board
Ontario, Canada
$21.7M
ECM
22
Element Capital Management
New York
$19.6M +$21.9M +433,750 New
PI
23
PineBridge Investments
New York
$18.6M +$12.9M +255,579 +164%
GCM
24
Ghisallo Capital Management
Massachusetts
$18.5M +$12.2M +242,913 +145%
Millennium Management
25
Millennium Management
New York
$17.8M +$19.8M +393,533 New

LU Hedge Fund Activity: Q2 2021 in Review

144 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2021, worth a combined $2.61B — up 5% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LU positions and 14 closed out — a net gain of 26 holders — while 62 added to existing stakes and 26 trimmed.

The largest buyer was Vanguard Group, adding an estimated $153M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $45.8M.

  • 144 institutional investors held Lufax Holding (LU) as of Q2 2021, up from 119 in Q1 2021.
  • Funds reported $2.61B of Lufax Holding stock for Q2 2021, up 5% quarter-over-quarter.
  • 40 funds opened new Lufax Holding positions in Q2 2021 and 14 closed out, a net change of +26 holders.
  • The largest Lufax Holding buyer in Q2 2021 was Vanguard Group, an estimated $153M added.
  • The largest Lufax Holding seller in Q2 2021 was Manulife (Manufacturers Life Insurance), an estimated $45.8M sold.

Based on aggregated 13F filings for Q2 2021.