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Lufax Holding

132 hedge funds and large institutions have $1.66B invested in Lufax Holding in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

484% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $3.3M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

3% more funds holding

Funds holding: 128132 (+4)

0.61% more ownership

Funds ownership: 5.38%5.99% (+0.61%)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

10% less capital invested

Capital invested by funds: $1.85B → $1.66B (-$188M)

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
42
Reduced
42
Closed
34
Calls
$19.3M
Puts
$3.3M
Net Calls
+$16M
Net Calls Change
-$4.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$320M +$7.89M +301,319 +2%
Capital World Investors
2
Capital World Investors
California
$299M -$1.55M -59,129 -0.4%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$149M +$44.6M +1,703,079 +35%
ASGS
4
Alpha Square Group S
New York
$115M +$134M +5,120,121 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$110M +$1.17M +44,510 +0.9%
FCM
6
Farallon Capital Management
California
$107M +$30.5M +1,165,625 +32%
KFA
7
Krane Funds Advisors
New York
$94M +$21M +803,248 +24%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$40.9M -$3.45M -131,510 -7%
BA
9
Bridgewater Associates
Connecticut
$34.3M +$6.4M +244,245 +19%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$29.9M +$15.8M +602,354 +83%
Renaissance Technologies
11
Renaissance Technologies
New York
$20.9M +$10M +381,913 +70%
Millennium Management
12
Millennium Management
New York
$19.7M +$15M +572,950 +190%
Legal & General Group
13
Legal & General Group
United Kingdom
$17.6M -$2.42M -92,247 -11%
EFM
14
E Fund Management
China
$17.5M +$5.48M +209,119 +37%
Two Sigma Investments
15
Two Sigma Investments
New York
$17.3M +$14.3M +546,317 +245%
GDWAM
16
Gold Dragon Worldwide Asset Management
Hong Kong
$16.1M +$18.7M +715,125 New
State Street
17
State Street
Massachusetts
$15.8M -$14.3M -544,668 -44%
Norges Bank
18
Norges Bank
Norway
$15.5M -$12.9M -493,681 -42%
Goldman Sachs
19
Goldman Sachs
New York
$14.1M +$1.18M +44,897 +8%
BlackRock
20
BlackRock
New York
$11.5M -$48.5M -1,851,189 -78%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$10.6M +$6.35M +242,356 +106%
PCM
22
Penserra Capital Management
California
$10.1M -$7.75M -295,793 -40%
CS
23
Credit Suisse
Switzerland
$9.04M +$7.91M +301,923 +303%
Citadel Advisors
24
Citadel Advisors
Florida
$8.76M -$6.7M -255,723 -40%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.74M +$2.92M +111,494 +40%

LU Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q4 2021, worth a combined $1.66B — down 10% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LU positions and 34 closed out — a net gain of 6 holders — while 42 added to existing stakes and 42 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $44.6M. The largest seller was BlackRock, cutting an estimated $48.5M.

  • 132 institutional investors held Lufax Holding (LU) as of Q4 2021, up from 128 in Q3 2021.
  • Funds reported $1.66B of Lufax Holding stock for Q4 2021, down 10% quarter-over-quarter.
  • 40 funds opened new Lufax Holding positions in Q4 2021 and 34 closed out, a net change of +6 holders.
  • The largest Lufax Holding buyer in Q4 2021 was Baillie Gifford & Co, an estimated $44.6M added.
  • The largest Lufax Holding seller in Q4 2021 was BlackRock, an estimated $48.5M sold.

Based on aggregated 13F filings for Q4 2021.