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Lufax Holding

163 hedge funds and large institutions have $2.2B invested in Lufax Holding in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

735% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.5M

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more funds holding

Funds holding: 140163 (+23)

16% more capital invested

Capital invested by funds: $1.89B → $2.2B (+$310M)

1.14% more ownership

Funds ownership: 6.9%8.04% (+1.1%)

Holders
163
Holders Change
+23
Holders Change %
+16.43%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
40
Increased
80
Reduced
29
Closed
14
Calls
$12.5M
Puts
$1.5M
Net Calls
+$11M
Net Calls Change
+$9.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$248M +$74.7M +3,215,460 +45%
Capital World Investors
2
Capital World Investors
California
$238M -$97.4M -4,192,648 -30%
Capital Research Global Investors
3
Capital Research Global Investors
California
$195M +$791K +34,040 +0.4%
KFA
4
Krane Funds Advisors
New York
$190M +$72.2M +3,107,991 +65%
Vanguard Group
5
Vanguard Group
Pennsylvania
$159M +$30.2M +1,299,104 +24%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$150M -$2.63M -113,443 -2%
FCM
7
Farallon Capital Management
California
$142M +$9.9M +426,500 +8%
State Street
8
State Street
Massachusetts
$74.7M +$13.6M +586,455 +23%
Fidelity International
9
Fidelity International
Bermuda
$62.1M -$7.35M -316,484 -11%
ASGS
10
Alpha Square Group S
New York
$61.4M -$59.5M -2,560,061 -50%
BA
11
Bridgewater Associates
Connecticut
$53.2M -$622K -26,777 -1%
Legal & General Group
12
Legal & General Group
United Kingdom
$41.8M +$9.81M +422,260 +32%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$38.5M -$763K -32,869 -2%
Norges Bank
14
Norges Bank
Norway
$35.7M +$8.23M +354,229 +31%
BAMCO Inc
15
BAMCO Inc
New York
$34.4M +$33.2M +1,431,571 New
EFM
16
E Fund Management
China
$32.1M +$5.4M +232,618 +21%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$28.8M +$7.92M +340,874 +40%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$27.7M +$6.7M +288,552 +33%
Renaissance Technologies
19
Renaissance Technologies
New York
$20.6M +$8.47M +364,600 +74%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$20.2M +$14.1M +607,550 +281%
Swedbank
21
Swedbank
Sweden
$17.2M
Northern Trust
22
Northern Trust
Illinois
$16.1M +$7.64M +328,944 +96%
CCM
23
CAAS Capital Management
New York
$13.7M +$13.3M +571,871 New
CAAM
24
Cape Ann Asset Management
United Kingdom
$13.7M +$4.7M +202,196 +55%
UBS AM
25
UBS AM
Illinois
$13.5M +$4.16M +178,936 +47%

LU Hedge Fund Activity: Q2 2022 in Review

163 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2022, worth a combined $2.2B — up 16% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LU positions and 14 closed out — a net gain of 26 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $74.7M. The largest seller was Capital World Investors, cutting an estimated $97.4M.

  • 163 institutional investors held Lufax Holding (LU) as of Q2 2022, up from 140 in Q1 2022.
  • Funds reported $2.2B of Lufax Holding stock for Q2 2022, up 16% quarter-over-quarter.
  • 40 funds opened new Lufax Holding positions in Q2 2022 and 14 closed out, a net change of +26 holders.
  • The largest Lufax Holding buyer in Q2 2022 was BlackRock, an estimated $74.7M added.
  • The largest Lufax Holding seller in Q2 2022 was Capital World Investors, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2022.