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Lufax Holding

166 hedge funds and large institutions have $809M invested in Lufax Holding in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

635% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $1.92M

97% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 36

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 155166 (+11)

1.23% more ownership

Funds ownership: 7.9%9.12% (+1.2%)

12% less capital invested

Capital invested by funds: $917M → $809M (-$107M)

Holders
166
Holders Change
+11
Holders Change %
+7.1%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
35
Increased
71
Reduced
36
Closed
21
Calls
$14.1M
Puts
$1.92M
Net Calls
+$12.2M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Farallon Capital Management
California
$74.6M +$34.1M +4,475,000 +87%
BlackRock
2
BlackRock
New York
$67.6M -$5.07M -665,753 -7%
KFA
3
Krane Funds Advisors
New York
$65.3M +$9.29M +1,219,934 +17%
Vanguard Group
4
Vanguard Group
Pennsylvania
$52.2M +$399K +52,425 +0.8%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$49.4M +$340K +44,654 +0.7%
Norges Bank
6
Norges Bank
Norway
$29.4M +$11.9M +1,559,080 +70%
Goldman Sachs
7
Goldman Sachs
New York
$29.2M +$25.7M +3,371,395 +862%
Marshall Wace
8
Marshall Wace
United Kingdom
$29M +$4.45M +584,129 +19%
Renaissance Technologies
9
Renaissance Technologies
New York
$27.6M +$18.1M +2,374,444 +201%
Capital Research Global Investors
10
Capital Research Global Investors
California
$27.1M -$21.5M -2,819,928 -45%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$25M +$9.45M +1,240,417 +63%
State Street
12
State Street
Massachusetts
$24.3M +$346K +45,401 +1%
Robeco Institutional Asset Management
13
Robeco Institutional Asset Management
Netherlands
$21.7M +$21.3M +2,797,763 New
Capital World Investors
14
Capital World Investors
California
$20.3M -$29.6M -3,892,263 -60%
ASGS
15
Alpha Square Group S
New York
$19.9M +$325K +42,642 +2%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$15.6M +$7.1M +932,191 +86%
BAMCO Inc
17
BAMCO Inc
New York
$15.6M +$440K +57,720 +3%
Legal & General Group
18
Legal & General Group
United Kingdom
$14.2M +$903K +118,529 +7%
BA
19
Bridgewater Associates
Connecticut
$13M -$4.93M -646,797 -28%
Fidelity International
20
Fidelity International
Bermuda
$12.5M -$12.4M -1,631,785 -50%
EFM
21
E Fund Management
China
$9.93M -$223K -29,257 -2%
YC
22
Yunqi Capital
Hong Kong
$9.18M +$9.01M +1,182,912 New
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$8.43M -$1.34M -175,987 -14%
ACM
24
Ariose Capital Management
Hong Kong
$7.74M +$7.6M +997,865 New
CS
25
Credit Suisse
Switzerland
$6.73M +$2.72M +356,876 +70%

LU Hedge Fund Activity: Q4 2022 in Review

166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q4 2022, worth a combined $809M — down 12% from $917M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LU positions and 21 closed out — a net gain of 14 holders — while 71 added to existing stakes and 36 trimmed.

The largest buyer was Farallon Capital Management, adding an estimated $34.1M. The largest seller was Capital World Investors, cutting an estimated $29.6M.

  • 166 institutional investors held Lufax Holding (LU) as of Q4 2022, up from 155 in Q3 2022.
  • Funds reported $809M of Lufax Holding stock for Q4 2022, down 12% quarter-over-quarter.
  • 35 funds opened new Lufax Holding positions in Q4 2022 and 21 closed out, a net change of +14 holders.
  • The largest Lufax Holding buyer in Q4 2022 was Farallon Capital Management, an estimated $34.1M added.
  • The largest Lufax Holding seller in Q4 2022 was Capital World Investors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q4 2022.