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Of the 6 tracked institutions holding LU, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +5.0pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 6 tracked institutional investors we monitor, LU (LUFAX HOLDING LTD) is held with a combined value of $43.90M across 20,933,993 shares. The largest holder is VANGUARD GROUP INC with a position worth $32.09M. CITADEL ADVISORS LLC opened a new position in the most recent quarter. 2 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$43.90M
Total Shares Held
20,933,993
Institutional Holders
6
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $32.09M | 0.00% | +1.1% |
| 2 | BlackRock, Inc. | $7.63M | 0.00% | -0.8% |
| 3 | STATE STREET CORP | $1.93M | 0.00% | -36.4% |
| 4 | TWO SIGMA ADVISERS, LP | $1.50M | 0.00% | -40.8% |
| 5 | MILLENNIUM MANAGEMENT LLC | $395.67K | 0.00% | +214.1% |
| 6 | CITADEL ADVISORS LLC | $354.73K | 0.00% | New |
SEC Schedule 13D (activist) and 13G (passive) filings for LU. Filed when an investor acquires 5%+ ownership.
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of LU with a position worth $32.09M, representing 0.00% of their portfolio. In total, 6 institutional investors hold LU with a combined value of $43.90M.
In the most recent quarter, 1 fund opened a new position in LU. Additionally, 2 increased their holdings and 3 reduced their positions.
Institutional investors hold $43.90M worth of LU stock across 6 positions. The largest institutional holder is VANGUARD GROUP INC with $32.09M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For LU, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their LU positions.
Last Close
$0.83
2026-10-21
YTD
-69.1%
0% of 52-week range