lululemon athletica
LULU
341 hedge funds and large institutions have $5.87B invested in lululemon athletica in 2014 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 90 increasing their positions, 120 reducing their positions, and 43 closing their positions.
81% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 43
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
12% more capital invested
Capital invested by funds: $5.24B → $5.87B (+$626M)
10% more funds holding
Funds holding: 309 → 341 (+32)
10% more call options, than puts
Call options by funds: $673M | Put options by funds: $612M
25% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$114M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$64.7M |
| 3 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$57.7M |
| 4 |
CCI
Columbus Circle Investors
|
+$49.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$48.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$142M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$72.5M |
| 3 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$64.5M |
| 4 |
Renaissance Technologies
New York
|
-$42.1M |
| 5 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$40.4M |
LULU Hedge Fund Activity: Q4 2014 in Review
341 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2014, worth a combined $5.87B — up 12% from $5.24B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new LULU positions and 43 closed out — a net gain of 35 holders — while 90 added to existing stakes and 120 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $114M. The largest seller was JP Morgan Chase, cutting an estimated $142M.
- 341 institutional investors held lululemon athletica (LULU) as of Q4 2014, up from 309 in Q3 2014.
- Funds reported $5.87B of lululemon athletica stock for Q4 2014, up 12% quarter-over-quarter.
- 78 funds opened new lululemon athletica positions in Q4 2014 and 43 closed out, a net change of +35 holders.
- The largest lululemon athletica buyer in Q4 2014 was Fidelity Investments, an estimated $114M added.
- The largest lululemon athletica seller in Q4 2014 was JP Morgan Chase, an estimated $142M sold.
Based on aggregated 13F filings for Q4 2014.