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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
EARNEST Partners
351
EARNEST Partners
Georgia
$2K +$2.21K +37 New
TCOV
352
Trust Company of Vermont
Vermont
$1K +$1.01K +17 New
ECM
353
Elgethun Capital Management
South Dakota
$1K +$1.19K +20 New
LS
354
Livforsakringsbolaget Skandia
Sweden
$755 +$183K +3,066 +36%
FAN
355
Financial Advisors Network
California
$535 +$477 +8 New
PK
356
Pflug Koory
Nebraska
$13 +$11.9K +200 New
Jennison Associates
357
Jennison Associates
New York
-$342M -5,612,391 Closed
Artisan Partners
358
Artisan Partners
Wisconsin
-$81.2M -1,332,150 Closed
American Century Companies
359
American Century Companies
Missouri
-$28M -459,732 Closed
FCM
360
Frontier Capital Management
Massachusetts
-$22.2M -364,155 Closed
First Trust Advisors
361
First Trust Advisors
Illinois
-$15.5M -254,936 Closed
AL
362
Airain Ltd
Guernsey
-$14.7M -240,254 Closed
MTB
363
Mizuho Trust & Banking
Japan
-$9.98M -163,719 Closed
Mackenzie Financial
364
Mackenzie Financial
Ontario, Canada
-$9.8M -160,667 Closed
QIM
365
Quantitative Investment Management
Virginia
-$8.6M -141,100 Closed
HSA
366
Hussman Strategic Advisors
Maryland
-$7.62M -125,000 Closed
UOC
367
UBS O'Connor
Illinois
-$7.62M -125,000 Closed
AAM
368
Aureus Asset Management
Massachusetts
-$6.63M -108,670 Closed
Voloridge Investment Management
369
Voloridge Investment Management
Florida
-$5.71M -93,558 Closed
IGIM
370
I.G. Investment Management
Manitoba, Canada
-$4.84M -79,300 Closed
FG
371
Formula Growth
Quebec, Canada
-$4.45M -73,000 Closed
Marshall Wace
372
Marshall Wace
United Kingdom
-$4.23M -69,411 Closed
KCM
373
Kornitzer Capital Management
Kansas
-$3.2M -52,535 Closed
DLCIG
374
D.L. Carlson Investment Group
New Hampshire
-$2.82M -46,250 Closed
GLA
375
Great Lakes Advisors
Illinois
-$2.56M -41,969 Closed

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.