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Lufax Holding

113 hedge funds and large institutions have $217M invested in Lufax Holding in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.55% less ownership

Funds ownership: 8.36%7.8% (-0.55%)

12% less funds holding

Funds holding: 129113 (-16)

29% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 42

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

45% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $4.87M

47% less capital invested

Capital invested by funds: $406M → $217M (-$189M)

Holders
113
Holders Change
-16
Holders Change %
-12.4%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
30
Reduced
42
Closed
38
Calls
$2.69M
Puts
$4.87M
Net Calls
-$2.18M
Net Calls Change
+$475K
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$33.2M +$7.33M +1,922,185 +16%
KFA
2
Krane Funds Advisors
New York
$20.8M +$3.65M +956,265 +12%
YC
3
Yunqi Capital
Hong Kong
$16.8M +$20.6K +5,400 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.3M +$577K +151,384 +2%
State Street
5
State Street
Massachusetts
$15.9M +$10.8M +2,838,621 +144%
Mirae Asset Global ETFs Holdings
6
Mirae Asset Global ETFs Holdings
Hong Kong
$15.6M +$25M +6,562,804 New
BlackRock
7
BlackRock
New York
$11.1M +$513K +134,547 +3%
Fidelity International
8
Fidelity International
Bermuda
$10.4M +$1.8M +470,733 +12%
BC
9
BIT Capital
Germany
$8.5M +$4M +1,048,944 +41%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$7.25M -$418K -109,725 -3%
Two Sigma Investments
11
Two Sigma Investments
New York
$7.06M +$188K +49,262 +2%
Renaissance Technologies
12
Renaissance Technologies
New York
$6.37M +$580K +152,025 +6%
Charles Schwab
13
Charles Schwab
California
$5.14M +$1.39M +365,037 +20%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$4.7M -$4.01M -1,052,165 -35%
Morgan Stanley
15
Morgan Stanley
New York
$3.19M -$18.6M -4,888,255 -78%
Jane Street
16
Jane Street
New York
$2.74M -$1.33M -347,686 -23%
EFM
17
E Fund Management
China
$2.64M -$237K -62,185 -5%
CAAM
18
Cape Ann Asset Management
United Kingdom
$2.53M -$14.5K -3,800 -0.4%
Bank of America
19
Bank of America
North Carolina
$2.27M -$738K -193,522 -17%
CANY
20
Caxton Associates (New York)
New York
$2.15M +$3.46M +908,061 New
Allianz Asset Management
21
Allianz Asset Management
Germany
$1.68M +$1.05M +274,129 +63%
Invesco
22
Invesco
Georgia
$1.46M -$67.2K -17,632 -3%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.27M -$440K -115,393 -18%
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.11M +$1.79M +470,023 New
Aberdeen Group
25
Aberdeen Group
United Kingdom
$1.08M

LU Hedge Fund Activity: Q2 2024 in Review

113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2024, worth a combined $217M — down 47% from $406M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of LU and 23 opened new positions — a net loss of 15 holders — while 42 trimmed existing stakes and 30 added.

The largest buyer was State Street, adding an estimated $10.8M. The largest seller was Morgan Stanley, cutting an estimated $18.6M.

  • 113 institutional investors held Lufax Holding (LU) as of Q2 2024, down from 129 in Q1 2024.
  • Funds reported $217M of Lufax Holding stock for Q2 2024, down 47% quarter-over-quarter.
  • 23 funds opened new Lufax Holding positions in Q2 2024 and 38 closed out, a net change of -15 holders.
  • The largest Lufax Holding buyer in Q2 2024 was State Street, an estimated $10.8M added.
  • The largest Lufax Holding seller in Q2 2024 was Morgan Stanley, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2024.