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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
GXMC
276
Global X Management Company
New York
$118K +$15.6K +261 +17%
Twin Tree Management
277
Twin Tree Management
Texas
$114K +$105K +1,755 New
VanEck Associates
278
VanEck Associates
New York
$105K +$2.74K +46 +3%
MFS
279
MSI Financial Services
Massachusetts
$103K -$9.78K -164 -9%
LIA
280
LS Investment Advisors
Michigan
$101K
GHCM
281
Glen Harbor Capital Management
California
$97K +$89.2K +1,496 New
Robeco Institutional Asset Management
282
Robeco Institutional Asset Management
Netherlands
$94K -$214K -3,589 -71%
IA
283
IFP Advisors
Florida
$91K +$17K +285 +26%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$89K +$81.5K +1,367 New
MCIM
285
Meadow Creek Investment Management
Georgia
$80K +$73.5K +1,232 New
SI
286
Stephens Inc
Arkansas
$74K +$67.6K +1,134 New
GGHC
287
Gilder Gagnon Howe & Co
New York
$68K -$3.08M -51,608 -98%
NSIM
288
North Star Investment Management
Illinois
$68K
RFS
289
Rockefeller Financial Services
New York
$65K
FMA
290
FNY Managed Accounts
New York
$65K +$59.6K +1,000 New
TRCT
291
Tower Research Capital (TRC)
New York
$63K +$56.4K +946 +3,504%
EP
292
Elkfork Partners
Oregon
$63K +$57.7K +968 New
Toronto Dominion Bank
293
Toronto Dominion Bank
Ontario, Canada
$62K +$119 +2 +0.2%
AFA
294
Abacus FCF Advisors
Florida
$58K +$30.2K +507 +132%
CBOA
295
Commonwealth Bank of Australia
Australia
$52K
ZB
296
Zions Bancorporation
Utah
$48K
VIA
297
Vantage Investment Advisors
Pennsylvania
$46K
TAM
298
Tyers Asset Management
Texas
$46K +$42K +704 New
NIPH
299
NN Investment Partners Holdings
Netherlands
$45K
RCM
300
Riverhead Capital Management
Delaware
$34K -$32.8K -550 -51%

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.