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Lufax Holding

103 hedge funds and large institutions have $205M invested in Lufax Holding in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.01% less ownership

Funds ownership: 4.97%4.96% (-0.01%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

11% less funds holding

Funds holding: 116103 (-13)

32% less capital invested

Capital invested by funds: $301M → $205M (-$95.2M)

39% less call options, than puts

Call options by funds: $1.63M | Put options by funds: $2.65M

46% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 28

Holders
103
Holders Change
-13
Holders Change %
-11.21%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
35
Reduced
36
Closed
28
Calls
$1.63M
Puts
$2.65M
Net Calls
-$1.02M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$35.1M +$138K +49,964 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.1M +$194K +70,181 +1%
YC
3
Yunqi Capital
Hong Kong
$17M
BlackRock
4
BlackRock
New York
$11.6M +$430K +155,760 +3%
State Street
5
State Street
Massachusetts
$11.5M -$455K -164,906 -3%
Fidelity International
6
Fidelity International
Bermuda
$10.5M
Charles Schwab
7
Charles Schwab
California
$10.1M +$3.04M +1,102,943 +36%
TPC
8
Tiger Pacific Capital
New York
$9.41M +$10.9M +3,936,662 New
Marshall Wace
9
Marshall Wace
United Kingdom
$5.49M +$6.34M +2,297,647 New
Mitsubishi UFJ Trust & Banking
10
Mitsubishi UFJ Trust & Banking
Japan
$5.44M +$6.28M +2,274,530 New
Renaissance Technologies
11
Renaissance Technologies
New York
$5.07M -$120K -43,500 -2%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$4.68M -$1.43M -518,527 -21%
Two Sigma Investments
13
Two Sigma Investments
New York
$4.65M -$90K -32,612 -2%
Norges Bank
14
Norges Bank
Norway
$4.22M -$1.28M -462,016 -21%
Jane Street
15
Jane Street
New York
$4.04M +$2.3M +833,200 +97%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$3.76M -$982K -355,700 -18%
Allianz Asset Management
17
Allianz Asset Management
Germany
$3.56M +$952K +344,879 +30%
Goldman Sachs
18
Goldman Sachs
New York
$3.19M +$533K +193,215 +17%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$3.12M +$2.36M +856,066 +190%
N
20
Nuveen
North Carolina
$3.09M +$3.15M +1,140,634 +747%
Citadel Advisors
21
Citadel Advisors
Florida
$2.38M -$2.62M -947,510 -49%
CANY
22
Caxton Associates (New York)
New York
$2.15M -$150K -54,172 -6%
CFM
23
Catalyst Funds Management
Australia
$2.12M +$2.23M +807,200 +999%
UBS Group
24
UBS Group
Switzerland
$1.88M +$1.75M +633,515 +412%
Bank of America
25
Bank of America
North Carolina
$1.71M -$438K -158,726 -18%

LU Hedge Fund Activity: Q4 2024 in Review

103 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q4 2024, worth a combined $205M — down 32% from $301M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of LU and 15 opened new positions — a net loss of 13 holders — while 36 trimmed existing stakes and 35 added.

The largest buyer was Tiger Pacific Capital, opening a new position worth an estimated $10.9M. The largest seller was Krane Funds Advisors, exiting entirely with an estimated $29M sold.

  • 103 institutional investors held Lufax Holding (LU) as of Q4 2024, down from 116 in Q3 2024.
  • Funds reported $205M of Lufax Holding stock for Q4 2024, down 32% quarter-over-quarter.
  • 15 funds opened new Lufax Holding positions in Q4 2024 and 28 closed out, a net change of -13 holders.
  • The largest Lufax Holding buyer in Q4 2024 was Tiger Pacific Capital, an estimated $10.9M added.
  • The largest Lufax Holding seller in Q4 2024 was Krane Funds Advisors, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2024.