Lufax Holding
146 hedge funds and large institutions have $406M invested in Lufax Holding in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 26 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.31% less ownership
Funds ownership: 8.68% → 8.37% (-0.31%)
6% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 50
6% less funds holding
Funds holding: 155 → 146 (-9)
29% less capital invested
Capital invested by funds: $570M → $406M (-$164M)
31% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 26
72% less call options, than puts
Call options by funds: $539K | Put options by funds: $1.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$13.7M |
| 2 |
TIAM
TT International Asset Management
London,
United Kingdom
|
+$8.99M |
| 3 |
KFA
Krane Funds Advisors
New York
|
+$5.29M |
| 4 |
BAMCO Inc
New York
|
+$4.61M |
| 5 |
Morgan Stanley
New York
|
+$3.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$26.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.94M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$5.47M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$5.24M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$5.21M |
LU Hedge Fund Activity: Q3 2023 in Review
146 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q3 2023, worth a combined $406M — down 29% from $570M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of LU and 18 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 47 added.
The largest buyer was Credit Suisse, adding an estimated $13.7M. The largest seller was Farallon Capital Management, cutting an estimated $26.8M.
- 146 institutional investors held Lufax Holding (LU) as of Q3 2023, down from 155 in Q2 2023.
- Funds reported $406M of Lufax Holding stock for Q3 2023, down 29% quarter-over-quarter.
- 18 funds opened new Lufax Holding positions in Q3 2023 and 26 closed out, a net change of -8 holders.
- The largest Lufax Holding buyer in Q3 2023 was Credit Suisse, an estimated $13.7M added.
- The largest Lufax Holding seller in Q3 2023 was Farallon Capital Management, an estimated $26.8M sold.
Based on aggregated 13F filings for Q3 2023.