We are live on ! Find out more
LU icon

Lufax Holding

116 hedge funds and large institutions have $301M invested in Lufax Holding in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $217M → $301M (+$83.9M)

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

3% more funds holding

Funds holding: 113116 (+3)

2.84% less ownership

Funds ownership: 7.8%4.97% (-2.8%)

47% less call options, than puts

Call options by funds: $2.35M | Put options by funds: $4.39M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
27
Increased
33
Reduced
27
Closed
24
Calls
$2.35M
Puts
$4.39M
Net Calls
-$2.04M
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$51M +$1.58M +605,134 +4%
KFA
2
Krane Funds Advisors
New York
$29M -$1.24M -472,097 -5%
YC
3
Yunqi Capital
Hong Kong
$24.8M
Vanguard Group
4
Vanguard Group
Pennsylvania
$24.7M +$542K +207,019 +3%
State Street
5
State Street
Massachusetts
$17.3M +$406K +155,006 +3%
BlackRock
6
BlackRock
New York
$16.4M +$45.7K +17,485 +0.4%
Fidelity International
7
Fidelity International
Bermuda
$15.4M
Charles Schwab
8
Charles Schwab
California
$10.8M +$2.45M +936,048 +43%
BC
9
BIT Capital
Germany
$10.2M -$1.74M -664,320 -19%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$8.65M +$1.3M +496,472 +25%
Norges Bank
11
Norges Bank
Norway
$7.78M +$5.83M +2,228,057 New
Renaissance Technologies
12
Renaissance Technologies
New York
$7.56M -$1.37M -521,900 -19%
Two Sigma Investments
13
Two Sigma Investments
New York
$6.91M -$2.62M -1,001,366 -34%
Citadel Advisors
14
Citadel Advisors
Florida
$6.78M +$4.76M +1,819,880 +1,484%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$6.73M -$2.96M -1,131,500 -37%
Allianz Asset Management
16
Allianz Asset Management
Germany
$4M +$1.14M +436,882 +62%
Goldman Sachs
17
Goldman Sachs
New York
$3.99M +$2.35M +897,286 +367%
EFM
18
E Fund Management
China
$3.9M +$11K +4,216 +0.4%
CANY
19
Caxton Associates (New York)
New York
$3.32M +$116K +44,470 +5%
Morgan Stanley
20
Morgan Stanley
New York
$3.07M -$1.22M -467,123 -35%
Bank of America
21
Bank of America
North Carolina
$3.06M -$215K -82,274 -9%
Jane Street
22
Jane Street
New York
$3M -$774K -295,696 -26%
Legal & General Group
23
Legal & General Group
United Kingdom
$2.74M +$649K +247,942 +46%
Invesco
24
Invesco
Georgia
$2.03M -$92.9K -35,497 -6%
AQR Capital Management
25
AQR Capital Management
Connecticut
$1.64M

LU Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q3 2024, worth a combined $301M — up 39% from $217M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LU positions and 24 closed out — a net gain of 3 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $5.83M. The largest seller was Mirae Asset Global ETFs Holdings, cutting an estimated $16M.

  • 116 institutional investors held Lufax Holding (LU) as of Q3 2024, up from 113 in Q2 2024.
  • Funds reported $301M of Lufax Holding stock for Q3 2024, up 39% quarter-over-quarter.
  • 27 funds opened new Lufax Holding positions in Q3 2024 and 24 closed out, a net change of +3 holders.
  • The largest Lufax Holding buyer in Q3 2024 was Norges Bank, an estimated $5.83M added.
  • The largest Lufax Holding seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2024.