We are live on ! Find out more
LULU icon

lululemon athletica

357 hedge funds and large institutions have $7.69B invested in lululemon athletica in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more funds holding in top 10

Funds holding in top 10: 311 (+8)

92.94% more ownership

Funds ownership: 0%92.94% (+93%)

13% more call options, than puts

Call options by funds: $330M | Put options by funds: $292M

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

1% more capital invested

Capital invested by funds: $7.62B → $7.69B (+$66.6M)

0% less funds holding

Funds holding: 358357 (-1)

4% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 123

Holders
357
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
8.93%
Holding in Top 10
11
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+266.67%
% of All Funds
0.28%
New
60
Increased
118
Reduced
123
Closed
56
Calls
$330M
Puts
$292M
Net Calls
+$38.1M
Net Calls Change
+$92.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Modera Wealth Management
New Jersey
$503K +$462K +7,741 New
IR
227
Invictus RG
Bermuda
$502K +$449K +7,523 +3,838%
CEP
228
Chicago Equity Partners
Illinois
$501K +$460K +7,710 New
OC
229
Oppenheimer & Co
New York
$487K -$547K -9,179 -55%
GWM
230
Geneos Wealth Management
Colorado
$475K +$437K +7,322 New
CIM
231
Calvert Investment Management
Maryland
$457K -$20.6K -346 -5%
CL
232
CSS LLC
Illinois
$442K
MLICM
233
Metropolitan Life Insurance Company (MetLife)
New York
$434K -$18K -301 -4%
SAM
234
Shell Asset Management
Netherlands
$409K
BIM
235
Bridgecreek Investment Management
Oklahoma
$409K +$29.8K +500 +9%
M&T Bank
236
M&T Bank
New York
$405K -$144K -2,420 -28%
RCM
237
Radnor Capital Management
Pennsylvania
$402K +$369K +6,190 New
NCCM
238
Nine Chapters Capital Management
New Jersey
$396K +$364K +6,100 New
AWCI
239
Alpine Woods Capital Investors
New York
$390K +$358K +6,000 New
RIL
240
Rothschild Investment LLC
Illinois
$383K +$59.6K +1,000 +20%
Franklin Resources
241
Franklin Resources
California
$379K -$108K -1,805 -24%
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$371K +$341K +5,713 New
JGC
243
J. Goldman & Co
New York
$370K +$340K +5,700 New
Cambridge Investment Research Advisors
244
Cambridge Investment Research Advisors
Iowa
$362K +$120K +2,014 +57%
Manulife (Manufacturers Life Insurance)
245
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$339K -$22.7K -380 -7%
LTFS
246
Ladenburg Thalmann Financial Services
Florida
$328K +$204K +3,417 +208%
IECM
247
Intrinsic Edge Capital Management
Illinois
$325K +$298K +5,000 New
CI
248
Cowen Inc
New York
$309K -$488K -8,175 -63%
RJFSA
249
Raymond James Financial Services Advisors
Florida
$300K +$45.7K +766 +20%
PWLP
250
Prio Wealth Limited Partnership
Massachusetts
$299K -$230K -3,850 -45%

LULU Hedge Fund Activity: Q4 2016 in Review

357 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2016, worth a combined $7.69B — up 0.87% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LULU positions and 56 closed out — a net gain of 4 holders — while 118 added to existing stakes and 123 trimmed.

The largest buyer was Interval Partners, adding an estimated $62.8M. The largest seller was Jennison Associates, exiting entirely with an estimated $342M sold.

  • 357 institutional investors held lululemon athletica (LULU) as of Q4 2016, down from 358 in Q3 2016.
  • Funds reported $7.69B of lululemon athletica stock for Q4 2016, up 0.87% quarter-over-quarter.
  • 60 funds opened new lululemon athletica positions in Q4 2016 and 56 closed out, a net change of +4 holders.
  • The largest lululemon athletica buyer in Q4 2016 was Interval Partners, an estimated $62.8M added.
  • The largest lululemon athletica seller in Q4 2016 was Jennison Associates, an estimated $342M sold.

Based on aggregated 13F filings for Q4 2016.