76 + Investors. Track Smart Money conviction in LU. See who's accumulating, reducing, or initiating positions.
Based on 76 hedge funds · latest filing: 2026 Q1 · updated quarterly
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.
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.
Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.
Signal Freshness measures how much LU has moved relative to its sector benchmark (XLF) since the 2026 Q2 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.
LU outperformed XLF by +2.4% since June 30, 2026.
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 →
No strong consensus or elite conviction detected among institutional holders.
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 |
| Market Cap | -- |
| 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 | -- |
| Profit Margin | -- |
| Return on Assets (ttm) | -- |
| Return on Equity (ttm) | -- |
| Revenue (ttm) | -- |
| Net Income Avi to Common (ttm) | -- |
| Diluted EPS (ttm) | -- |
| Total Cash (mrq) | -- |
| Total Debt/Equity (mrq) | -- |
| Levered Free Cash Flow (ttm) | -- |
Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LU. Verified SEC 13F-HR filings.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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.
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.
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.
Since the quarter end (June 30, 2026), LU has gained +6.1% vs +3.7% 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.
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.