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Lufax Holding

155 hedge funds and large institutions have $917M invested in Lufax Holding in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% less ownership

Funds ownership: 8.04%7.9% (-0.14%)

5% less funds holding

Funds holding: 163155 (-8)

16% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 62

17% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $3M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

58% less capital invested

Capital invested by funds: $2.2B → $917M (-$1.29B)

Holders
155
Holders Change
-8
Holders Change %
-4.91%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
52
Reduced
62
Closed
31
Calls
$2.49M
Puts
$3M
Net Calls
-$518K
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$95.2M -$16.4M -959,407 -9%
KFA
2
Krane Funds Advisors
New York
$73.2M -$12M -701,426 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$67.8M +$1.23M +72,188 +1%
Capital World Investors
4
Capital World Investors
California
$66.2M -$58.3M -3,413,964 -34%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$64.2M +$1.14M +67,032 +1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$64.2M -$31M -1,813,409 -22%
FCM
7
Farallon Capital Management
California
$52.2M -$13.7M -801,000 -13%
Fidelity International
8
Fidelity International
Bermuda
$32.9M +$11.1M +647,848 +25%
Marshall Wace
9
Marshall Wace
United Kingdom
$32M +$53.5M +3,131,198 +18,231%
State Street
10
State Street
Massachusetts
$31.4M -$411K -24,076 -0.8%
ASGS
11
Alpha Square Group S
New York
$25.6M -$728K -42,642 -2%
BA
12
Bridgewater Associates
Connecticut
$23.6M +$1.81M +105,813 +5%
Norges Bank
13
Norges Bank
Norway
$22.7M +$12.7M +745,119 +50%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$20.2M +$13.3M +781,732 +65%
BAMCO Inc
15
BAMCO Inc
New York
$19.8M +$8.89M +520,597 +36%
Legal & General Group
16
Legal & General Group
United Kingdom
$17.4M -$448K -26,215 -2%
EFM
17
E Fund Management
China
$13.3M -$454K -26,594 -2%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$12.8M -$5.83M -341,203 -21%
Renaissance Technologies
19
Renaissance Technologies
New York
$12M +$5.47M +320,519 +37%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$11M +$4.36M +255,118 +31%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$10.7M -$1.87M -109,337 -9%
Citadel Advisors
22
Citadel Advisors
Florida
$9.78M +$16.4M +959,760 +34,143%
Swedbank
23
Swedbank
Sweden
$7.28M
Northern Trust
24
Northern Trust
Illinois
$6.79M -$20.8K -1,217 -0.2%
UBS AM
25
UBS AM
Illinois
$5.64M -$141K -8,285 -1%

LU Hedge Fund Activity: Q3 2022 in Review

155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q3 2022, worth a combined $917M — down 58% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of LU and 23 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 52 added.

The largest buyer was Marshall Wace, adding an estimated $53.5M. The largest seller was Capital World Investors, cutting an estimated $58.3M.

  • 155 institutional investors held Lufax Holding (LU) as of Q3 2022, down from 163 in Q2 2022.
  • Funds reported $917M of Lufax Holding stock for Q3 2022, down 58% quarter-over-quarter.
  • 23 funds opened new Lufax Holding positions in Q3 2022 and 31 closed out, a net change of -8 holders.
  • The largest Lufax Holding buyer in Q3 2022 was Marshall Wace, an estimated $53.5M added.
  • The largest Lufax Holding seller in Q3 2022 was Capital World Investors, an estimated $58.3M sold.

Based on aggregated 13F filings for Q3 2022.