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lululemon athletica
LULU

Overview Fund Activity

292 hedge funds and large institutions have $8.81B invested in lululemon athletica in 2013 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 101 increasing their positions, 88 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
9.47%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
55
Increased
101
Reduced
88
Closed
56
Calls
$466M
Puts
$464M
Net Calls
+$1.43M
Net Calls Change
+$15M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$637M
2
MNA
2
Manning & Napier Advisors
New York
$364M
3
MCM
3
Marsico Capital Management
Colorado
$391M
4
BIT
4
BlackRock Institutional Trust
California
$117M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$388M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$0
3
Capital World Investors
3
Capital World Investors
California
$30.9M
4
SCM
4
Scout Capital Management
New York
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$871M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
276
Plante Moran Financial Advisors
Michigan
$8K +$593 +8 +8%
Jones Financial Companies
277
Jones Financial Companies
Missouri
$8K +$8K +103 New
QAM
278
QCI Asset Management
New York
$7K – – –
ECM
279
Exchange Capital Management
Michigan
$7K – – –
MCM
280
Manchester Capital Management
Vermont
$7K – – –
JFA
281
JNBA Financial Advisors
Minnesota
$7K +$7K +100 New
AC
282
Alexandria Capital
Virginia
$5K – – –
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +75 New
CPS
284
Counsel Portfolio Services
Ontario, Canada
$2.75K +$2.75K +37,622 New
RFA
285
Reilly Financial Advisors
California
$2K -$6.45K -100 -76%
KIG
286
Kessler Investment Group
Indiana
$2K +$2K +24 New
HCC
287
Hirtle Callaghan & Co
Pennsylvania
$2K +$2K +30 New
EWM
288
Evercore Wealth Management
New York
$2K +$2K +40 New
HCM
289
Highlander Capital Management
New Jersey
$1.83K – – –
1IC
290
1919 Investment Counsel
Maryland
$1K +$1K +13 New
BBHC
291
Brown Brothers Harriman & Co
New York
$1K +$1K +15 New
Jennison Associates
292
Jennison Associates
New York
– -$220M -3,365,296 Closed
CWAM
293
Columbia Wanger Asset Management
Illinois
– -$137M -2,090,643 Closed
SCM
294
Scout Capital Management
New York
– -$95M -1,450,000 Closed
TCM
295
Tiger Consumer Management
New York
– -$86.9M -1,326,271 Closed
TGA
296
Trilogy Global Advisors
Florida
– -$55.3M -843,825 Closed
1832 Asset Management
297
1832 Asset Management
Ontario, Canada
– -$26.2M -400,200 Closed
MGM
298
Miura Global Management
New York
– -$14.1M -215,000 Closed
HS
299
HighVista Strategies
Massachusetts
– -$8.24M -125,832 Closed
KeyBank National Association
300
KeyBank National Association
Ohio
– -$9.16M -115,629 Closed
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12
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