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Lufax Holding

140 hedge funds and large institutions have $1.89B invested in Lufax Holding in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 29 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 29

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more call options, than puts

Call options by funds: $3.99M | Put options by funds: $2.7M

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

14% more capital invested

Capital invested by funds: $1.66B → $1.89B (+$232M)

6% more funds holding

Funds holding: 132140 (+8)

0.9% more ownership

Funds ownership: 5.99%6.9% (+0.9%)

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
29
Closed
32
Calls
$3.99M
Puts
$2.7M
Net Calls
+$1.29M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$315M +$18.4M +835,414 +6%
Capital Research Global Investors
2
Capital Research Global Investors
California
$180M -$135M -6,105,929 -43%
BlackRock
3
BlackRock
New York
$159M +$146M +6,608,389 +1,299%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$142M -$5.76M -261,663 -4%
FCM
5
Farallon Capital Management
California
$123M +$16.6M +753,750 +16%
Vanguard Group
6
Vanguard Group
Pennsylvania
$118M +$9M +408,705 +8%
ASGS
7
Alpha Square Group S
New York
$114M
KFA
8
Krane Funds Advisors
New York
$107M +$13.6M +619,214 +15%
Fidelity International
9
Fidelity International
Bermuda
$64.7M +$63.9M +2,899,112 +49,372%
State Street
10
State Street
Massachusetts
$56.2M +$40.2M +1,823,099 +260%
BA
11
Bridgewater Associates
Connecticut
$50M +$15.9M +722,588 +47%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$36.5M -$3.93M -178,449 -10%
Legal & General Group
13
Legal & General Group
United Kingdom
$29.4M +$11.9M +538,051 +69%
Norges Bank
14
Norges Bank
Norway
$25.2M +$9.82M +445,632 +65%
EFM
15
E Fund Management
China
$24.6M +$7.16M +324,885 +42%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$19.3M +$14.5M +657,137 +306%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$19.2M -$10.3M -469,010 -35%
CS
18
Credit Suisse
Switzerland
$19.1M +$10M +455,508 +113%
UBS Group
19
UBS Group
Switzerland
$17.1M +$14.4M +652,066 +565%
Swedbank
20
Swedbank
Sweden
$16M +$9.13M +414,350 +137%
Renaissance Technologies
21
Renaissance Technologies
New York
$11M -$9.55M -433,691 -47%
Bank of America
22
Bank of America
North Carolina
$10.9M +$6.12M +277,750 +132%
Invesco
23
Invesco
Georgia
$10.5M +$4.6M +208,968 +79%
PCM
24
Penserra Capital Management
California
$9.27M -$681K -30,918 -7%
JP Morgan Chase
25
JP Morgan Chase
New York
$9.23M +$9M +408,545 +6,974%

LU Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q1 2022, worth a combined $1.89B — up 14% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new LU positions and 32 closed out — a net gain of 10 holders — while 60 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $146M. The largest seller was Capital Research Global Investors, cutting an estimated $135M.

  • 140 institutional investors held Lufax Holding (LU) as of Q1 2022, up from 132 in Q4 2021.
  • Funds reported $1.89B of Lufax Holding stock for Q1 2022, up 14% quarter-over-quarter.
  • 42 funds opened new Lufax Holding positions in Q1 2022 and 32 closed out, a net change of +10 holders.
  • The largest Lufax Holding buyer in Q1 2022 was BlackRock, an estimated $146M added.
  • The largest Lufax Holding seller in Q1 2022 was Capital Research Global Investors, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2022.