Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares)
129 hedge funds and large institutions have $406M invested in Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 33 closing their positions.
28% more capital inflows, than outflows
Capital inflows: $103M | Capital outflows: $80.9M
24% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 33
7% more funds holding
Funds holding: 121 → 129 (+8)
1.48% more ownership
Funds ownership: 15.24% → 16.71% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 41
42% less call options, than puts
Call options by funds: $3.7M | Put options by funds: $6.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$16.8M |
| 2 |
Morgan Stanley
New York
|
+$12.7M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$8.34M |
| 4 |
BIT Capital
Berlin,
Germany
|
+$7.1M |
| 5 |
Two Sigma Advisers
New York
|
+$6.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$9.46M |
| 2 |
BAMCO Inc
New York
|
-$8.83M |
| 3 |
Goldman Sachs
New York
|
-$7.35M |
| 4 |
State Street
Boston,
Massachusetts
|
-$5.14M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$4.58M |
LU Hedge Fund Activity: Q1 2024 in Review
129 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) (LU) for Q1 2024, worth a combined $406M — up 52% from $268M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new LU positions and 33 closed out — a net gain of 8 holders — while 36 added to existing stakes and 41 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $16.8M. The largest seller was BlackRock, cutting an estimated $9.46M.
- 129 institutional investors held Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) (LU) as of Q1 2024, up from 121 in Q4 2023.
- Funds reported $406M of Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) stock for Q1 2024, up 52% quarter-over-quarter.
- 41 funds opened new Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) positions in Q1 2024 and 33 closed out, a net change of +8 holders.
- The largest Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) buyer in Q1 2024 was Baillie Gifford & Co, an estimated $16.8M added.
- The largest Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) seller in Q1 2024 was BlackRock, an estimated $9.46M sold.
Based on aggregated 13F filings for Q1 2024.