We are live on ! Find out more
LULU icon

lululemon athletica

346 hedge funds and large institutions have $9.68B invested in lululemon athletica in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 109 increasing their positions, 124 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more capital invested

Capital invested by funds: $8.7B → $9.68B (+$977M)

4% less funds holding

Funds holding: 359346 (-13)

12% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 124

15% less call options, than puts

Call options by funds: $228M | Put options by funds: $268M

16% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 55

Holders
346
Holders Change
-13
Holders Change %
-3.62%
% of All Funds
9.23%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
46
Increased
109
Reduced
124
Closed
55
Calls
$228M
Puts
$268M
Net Calls
-$40.2M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
276
Brown Brothers Harriman & Co
New York
$106K +$95.1K +1,434 New
MAM
277
Mizuho Asset Management
Japan
$100K +$50.7K +765 +129%
GT
278
Glenmede Trust
Pennsylvania
$100K +$52.6K +793 +137%
GXMC
279
Global X Management Company
New York
$99K +$88.9K +1,341 New
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$96K -$69.2K -1,044 -44%
IA
281
IFP Advisors
Florida
$92K +$70.2K +1,058 +569%
CLM
282
ClearBridge LLC (Maryland)
Maryland
$86K
VanEck Associates
283
VanEck Associates
New York
$85K +$20.2K +305 +36%
LTFS
284
Ladenburg Thalmann Financial Services
Florida
$80K +$28.7K +433 +66%
NSIM
285
North Star Investment Management
Illinois
$78K
CG
286
Cutler Group
California
$78K +$57.3K +864 +432%
RFS
287
Rockefeller Financial Services
New York
$74K
TRCT
288
Tower Research Capital (TRC)
New York
$71K -$44K -664 -41%
HIIFS
289
Harel Insurance Investments & Financial Services
Israel
$63K +$57K +860 New
ZB
290
Zions Bancorporation
Utah
$57K +$66 +1 +0.1%
CCA
291
Checchi Capital Advisers
California
$55K
WA
292
WFG Advisors
Texas
$52K -$19.9K -300 -30%
VIA
293
Vantage Investment Advisors
Pennsylvania
$52K +$35.4K +533 +310%
NIPH
294
NN Investment Partners Holdings
Netherlands
$51K
Toronto Dominion Bank
295
Toronto Dominion Bank
Ontario, Canada
$45K -$531 -8 -1%
CBOA
296
Commonwealth Bank of Australia
Australia
$44K
IIC
297
Integrated Investment Consultants
Michigan
$37K
LWCFA
298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K -$8.62K -130 -22%
H
299
Hexavest
Quebec, Canada
$34K
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$31K

LULU Hedge Fund Activity: Q2 2016 in Review

346 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2016, worth a combined $9.68B — up 11% from $8.7B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of LULU and 46 opened new positions — a net loss of 9 holders — while 124 trimmed existing stakes and 109 added.

The largest buyer was Jennison Associates, adding an estimated $366M. The largest seller was Deutsche Bank, cutting an estimated $86.4M.

  • 346 institutional investors held lululemon athletica (LULU) as of Q2 2016, down from 359 in Q1 2016.
  • Funds reported $9.68B of lululemon athletica stock for Q2 2016, up 11% quarter-over-quarter.
  • 46 funds opened new lululemon athletica positions in Q2 2016 and 55 closed out, a net change of -9 holders.
  • The largest lululemon athletica buyer in Q2 2016 was Jennison Associates, an estimated $366M added.
  • The largest lululemon athletica seller in Q2 2016 was Deutsche Bank, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2016.