We are live on ! Find out more
LULU icon

lululemon athletica

358 hedge funds and large institutions have $7.62B invested in lululemon athletica in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 118 increasing their positions, 128 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 40

3% more funds holding

Funds holding: 346358 (+12)

8% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 128

21% less capital invested

Capital invested by funds: $9.68B → $7.62B (-$2.05B)

21% less call options, than puts

Call options by funds: $198M | Put options by funds: $252M

70% less funds holding in top 10

Funds holding in top 10: 103 (-7)

Holders
358
Holders Change
+12
Holders Change %
+3.47%
% of All Funds
9.55%
Holding in Top 10
3
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-70%
% of All Funds
0.08%
New
55
Increased
118
Reduced
128
Closed
40
Calls
$198M
Puts
$252M
Net Calls
-$54M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
326
Versant Capital Management
Arizona
$9K
FHA
327
First Horizon Advisors
Tennessee
$7K -$1.33K -18 -12%
CBT
328
Central Bank & Trust
Kentucky
$7K
EWM
329
Edge Wealth Management
New York
$7K
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$7K +$1.11K +15 +15%
BAM
331
Barrett Asset Management
New York
$6K
JCM
332
Jacobi Capital Management
Pennsylvania
$6K
MCM
333
Manchester Capital Management
Vermont
$6K
PMFA
334
Plante Moran Financial Advisors
Michigan
$6K
Acadian Asset Management
335
Acadian Asset Management
Massachusetts
$6K +$6.79K +92 New
Bessemer Group
336
Bessemer Group
New Jersey
$6K +$7.53K +102 New
FNBT
337
FineMark National Bank & Trust
Florida
$5K -$7.38K -100 -54%
WT
338
Whittier Trust
California
$5K
WTB
339
Washington Trust Bank
Washington
$5K +$665 +9 +11%
CFG
340
Citizens Financial Group
Rhode Island
$5K +$6.42K +87 New
PCP
341
Proficio Capital Partners
Massachusetts
$4K -$11.8K -160 -71%
QAM
342
QCI Asset Management
New York
$4K
FAM
343
Fortaleza Asset Management
Illinois
$3.66K
CCMW
344
Cypress Capital Management (Wyoming)
Wyoming
$3.05K
AssetMark Inc
345
AssetMark Inc
California
$3K -$517 -7 -15%
KT
346
Kanaly Trust
Texas
$3K +$3.62K +49 New
VOYA Investment Management
347
VOYA Investment Management
Georgia
$2.62K +$62.8K +850 +2%
TRCT
348
Tower Research Capital (TRC)
New York
$2K -$69.1K -936 -97%
First Manhattan
349
First Manhattan
New York
$2K
HCM
350
Highlander Capital Management
New Jersey
$2K

LULU Hedge Fund Activity: Q3 2016 in Review

358 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2016, worth a combined $7.62B — down 21% from $9.68B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new LULU positions and 40 closed out — a net gain of 15 holders — while 118 added to existing stakes and 128 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $52.4M. The largest seller was Lone Pine Capital, cutting an estimated $135M.

  • 358 institutional investors held lululemon athletica (LULU) as of Q3 2016, up from 346 in Q2 2016.
  • Funds reported $7.62B of lululemon athletica stock for Q3 2016, down 21% quarter-over-quarter.
  • 55 funds opened new lululemon athletica positions in Q3 2016 and 40 closed out, a net change of +15 holders.
  • The largest lululemon athletica buyer in Q3 2016 was Two Sigma Advisers, an estimated $52.4M added.
  • The largest lululemon athletica seller in Q3 2016 was Lone Pine Capital, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2016.