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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
EOJOAM
276
E. Ohman J:or Asset Management
Sweden
$152K
PFPT
277
Pinnacle Financial Partners (Tennessee)
Tennessee
$150K +$180K +2,957 New
Nordea Investment Management
278
Nordea Investment Management
Sweden
$143K
MA
279
MUFG Americas
New York
$135K +$162K +2,665 New
Macquarie Group
280
Macquarie Group
Australia
$122K
SF
281
Synovus Financial
Georgia
$121K -$358K -5,881 -71%
SO
282
STRS Ohio
Ohio
$115K +$100K +1,643 +260%
LIA
283
LS Investment Advisors
Michigan
$108K -$11.9K -196 -8%
BCM
284
Brookstone Capital Management
Illinois
$101K +$122K +2,000 New
CLOS
285
Compagnie Lombard Odier SCmA
Switzerland
$101K +$122K +2,000 New
MWP
286
MYCIO Wealth Partners
Pennsylvania
$99K +$45.9K +753 +62%
BF
287
BOK Financial
Oklahoma
$71K +$85K +1,395 New
GT
288
Glenmede Trust
Pennsylvania
$62K -$48.9K -803 -39%
MFS
289
MSI Financial Services
Massachusetts
$53K -$8.65K -142 -12%
MAM
290
Mizuho Asset Management
Japan
$52K
RFS
291
Rockefeller Financial Services
New York
$51K
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K
KF
293
Krilogy Financial
Missouri
$49K +$59.1K +970 New
First Manhattan
294
First Manhattan
New York
$48K +$24.4K +400 +73%
MDCM
295
Morgan Dempsey Capital Management
Wisconsin
$42K -$10.7K -175 -17%
CF
296
CenterStar Fund
Illinois
$40K
Bessemer Group
297
Bessemer Group
New Jersey
$38K
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$37K +$30.5K +500 +221%
IPC
299
Independent Portfolio Consultants
Florida
$37K +$44.5K +730 New
FMA
300
FNY Managed Accounts
New York
$35.5K +$42.7K +700 New

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.