Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lufax Holding Ltd (LU)

76 + Investors. Track Smart Money conviction in LU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
6Q ▼
Buyers last Q
36%

Smart Money Signals — LU

Based on 76 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds reduced or closed their LU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 64% of 3.0Y high

64% of all-time peak
Only 76 funds hold LU today versus a peak of 119 funds at 2024 Q1 — just 64% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 25% fewer funds vs a year ago

fund count last 6Q
25 fewer hedge funds hold LU compared to a year ago (-25% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 36% buying

29 buying52 selling
Last quarter: 52 funds sold vs only 29 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 12 → 12 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 26% medium ■ 13% new
46 out of 76 hedge funds have held LU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -3%, value -34%

Value
-34%
Shares
-2%
Last quarter: funds added -3% more shares while total portfolio value only changed -34%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~11 new funds/quarter

17 → 13 → 12 → 12 → 11 new funds/Q
New funds entering each quarter: 13 → 12 → 12 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 15% newcomers

■ 64% veterans ■ 21% 1-2yr ■ 15% new
Entry-cohort mix of 80 holders: 51 (64%) are 2+ year veterans, 17 entered 1–2 years ago, and 12 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
31 of 75 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LU

In 2026 Q1, 29 hedge funds were net buyers of LU (11 opened a new position, 18 added to an existing one), while 52 reduced or exited (35 trimmed, 17 sold completely) — a 36% buyer ratio, indicating net institutional distribution. This extends a 6-quarter selling streak, suggesting sustained institutional caution. 37% of total institutional value in LU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 76.

Hedge Fund Ownership: LU

How many hedge funds hold LU — quarterly history vs. share price
Quarterly hedge fund ownership of LU vs. share price

Market Analysis: LU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Lufax Holding Ltd (LU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LU has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
LU
-27.8%
XLF
+1220.3%

LU outperformed XLF by -1248.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
LU
-27.8%
XLF
+4.8%

Since the filing became public, LU outperformed XLF by -32.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: LU
76 + Investors

Track Smart Money conviction in LU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 76 82 -7.32%
13F Shares 81M 84M -2.74%
Total Value $141M $215M -34.3%
New Positions 11 12 -1
Increased Positions 16 24 -8
Closed Positions 17 20 -3
Reduced Positions 34 32 +2
Total Calls 2 2 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.5 2.0 Bearish

Statistics: LU

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Valuation Measures Data as of: --

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Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

76 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LU. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yunqi Capital Ltd 22.16% 10,950,138 $20.5M
2 Alpine Investment Management Ltd 5.79% 12,404,000 $23.2M
3 Barometer Capital Management INC. 0.34% 534,700 $1000K
4 JBF Capital, Inc. 0.09% 339,884 $636K
5 Baillie Gifford & Co 0.02% 8,186,456 $15.3M
6 Ariadne Wealth Management, LP 0.01% 12,292 $23K
7 Axq Capital, LP 0.01% 29,704 $56K
8 Ewa, LLC 0.01% 13,193 $25K
9 Two Sigma Advisers, LP 0.00% 586,262 $1.5M
10 XTX Topco Ltd 0.00% 82,816 $155K
11 Allianz Asset Management GmbH 0.00% 1,103,972 $2.1M
12 Public Employees Retirement System of Ohio 0.00% 246,500 $461K
13 Vanguard Fiduciary Trust Co 0.00% 2,616,288 $4.9M
14 Marex Group plc 0.00% 17,574 $42K
15 StoneX Group Inc. 0.00% 11,028 $21K
16 Police & Firemen's Retirement System of New Jersey 0.00% 62,992 $118K
17 Fulton Bank, N.A. 0.00% 14,568 $27K
18 Hrt Financial LP 0.00% 190,946 $357K
19 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% 321,940 $600K
20 SIH Partners, LLLP 0.00% 27,400 $51K
21 Legal & General Group Plc 0.00% 1,544,828 $2.9M
22 Two Sigma Investments, LP 0.00% 430,676 $805K
23 VANGUARD ASSET MANAGEMENT, Ltd 0.00% 395,378 $739K
24 Vanguard Capital Management LLC 0.00% 9,701,707 $18.1M
25 Fmr LLC 0.00% 3,947,314 $7.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lufax Holding Ltd (LU)

What does the Smart Money Trend signal show for LU?

Selling streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds reduced or closed their LU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LU?

Heavy selling pressure — only 36% buying: Last quarter: 52 funds sold vs only 29 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for LU holders?

Strong quality — 37% AUM from major funds: 31 of 75 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LU?

61% of holders stayed for 2+ years: 46 out of 76 hedge funds have held LU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Lufax Holding Ltd (LU) following the 2026 Q1 hedge fund 13F filings?

As of today, LU has moved -27.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -32.6%. Since the quarter end (March 31, 2026), LU has gained -27.8% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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