We are live on ! Find out more
LULU icon

lululemon athletica

344 hedge funds and large institutions have $7.02B invested in lululemon athletica in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 101 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $283M | Put options by funds: $208M

34% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 101

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% less funds holding

Funds holding: 346344 (-2)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

15% less capital invested

Capital invested by funds: $8.24B → $7.02B (-$1.22B)

Holders
344
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
9.6%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.34%
New
45
Increased
135
Reduced
101
Closed
46
Calls
$283M
Puts
$208M
Net Calls
+$74.3M
Net Calls Change
-$53.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
226
Daiwa Securities Group
Japan
$496K -$54.9K -900 -8%
CIBC World Market
227
CIBC World Market
Ontario, Canada
$484K +$244K +3,996 +72%
TD Asset Management
228
TD Asset Management
Ontario, Canada
$475K
QT
229
Quantbot Technologies
New York
$472K +$568K +9,323 New
WAM
230
World Asset Management
Michigan
$455K +$28K +460 +5%
PCM
231
Parsons Capital Management
Rhode Island
$446K
SC
232
Skylands Capital
Wisconsin
$441K
Arrowstreet Capital
233
Arrowstreet Capital
Massachusetts
$431K -$3.18M -52,200 -86%
ID
234
Integral Derivatives
New York
$428K -$1.12M -18,400 -69%
Comerica Bank
235
Comerica Bank
Texas
$423K -$391K -6,409 -43%
NIMI
236
Natixis Investment Managers International
France
$414K +$498K +8,164 New
KBC Group
237
KBC Group
Belgium
$407K +$73K +1,198 +18%
Stifel Financial
238
Stifel Financial
Missouri
$404K -$178K -2,915 -27%
KIA
239
KCM Investment Advisors
California
$399K -$18.3K -300 -4%
DL
240
Delta Lloyd
Netherlands
$395K
Edgewood Management
241
Edgewood Management
Connecticut
$395K +$162K +2,650 +52%
SMDAM
242
Sumitomo Mitsui DS Asset Management
Japan
$393K
OAC
243
OMERS Administration Corp
Ontario, Canada
$385K +$463K +7,600 New
Squarepoint
244
Squarepoint
New York
$355K +$427K +7,000 New
AIG
245
American International Group
New York
$353K -$54.1K -887 -11%
IAM
246
Impax Asset Management
New Hampshire
$345K
CL
247
CSS LLC
Illinois
$344K
GC
248
Guggenheim Capital
Illinois
$335K -$233K -3,820 -37%
Tudor Investment Corp
249
Tudor Investment Corp
Connecticut
$334K +$402K +6,600 New
Commonwealth Equity Services
250
Commonwealth Equity Services
Massachusetts
$333K +$129K +2,121 +48%

LULU Hedge Fund Activity: Q3 2015 in Review

344 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2015, worth a combined $7.02B — down 15% from $8.24B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of LULU and 45 opened new positions — a net loss of 1 holder — while 101 trimmed existing stakes and 135 added.

The largest buyer was Point72 Asset Management, adding an estimated $174M. The largest seller was Artisan Partners, cutting an estimated $80.5M.

  • 344 institutional investors held lululemon athletica (LULU) as of Q3 2015, down from 346 in Q2 2015.
  • Funds reported $7.02B of lululemon athletica stock for Q3 2015, down 15% quarter-over-quarter.
  • 45 funds opened new lululemon athletica positions in Q3 2015 and 46 closed out, a net change of -1 holder.
  • The largest lululemon athletica buyer in Q3 2015 was Point72 Asset Management, an estimated $174M added.
  • The largest lululemon athletica seller in Q3 2015 was Artisan Partners, an estimated $80.5M sold.

Based on aggregated 13F filings for Q3 2015.