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lululemon athletica

336 hedge funds and large institutions have $7.17B invested in lululemon athletica in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 114

2% more capital invested

Capital invested by funds: $7.02B → $7.17B (+$154M)

2% less call options, than puts

Call options by funds: $378M | Put options by funds: $385M

7% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 58

2% less funds holding

Funds holding: 344336 (-8)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
336
Holders Change
-8
Holders Change %
-2.33%
% of All Funds
8.81%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
54
Increased
118
Reduced
114
Closed
58
Calls
$378M
Puts
$385M
Net Calls
-$7.13M
Net Calls Change
-$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
376
Squarepoint
New York
-$355K -7,000 Closed
IAM
377
Impax Asset Management
New Hampshire
-$345K -6,808 Closed
Tudor Investment Corp
378
Tudor Investment Corp
Connecticut
-$334K -6,600 Closed
PGIM
379
Pacific Global Investment Management
California
-$277K -5,475 Closed
SGH
380
Schonfeld Group Holdings
New York
-$217K -4,279 Closed
Fuller & Thaler Asset Management
381
Fuller & Thaler Asset Management
California
-$203K -4,000 Closed
MC
382
Maverick Capital
Texas
-$196K -3,860 Closed
PFPT
383
Pinnacle Financial Partners (Tennessee)
Tennessee
-$150K -2,957 Closed
BCM
384
Brookstone Capital Management
Illinois
-$101K -2,000 Closed
MDCM
385
Morgan Dempsey Capital Management
Wisconsin
-$42K -835 Closed
Bessemer Group
386
Bessemer Group
New Jersey
-$38K -750 Closed
IPC
387
Independent Portfolio Consultants
Florida
-$37K -730 Closed
AF
388
Arrow Financial
New York
-$25K -500 Closed
IRS
389
Invictus RG (Singapore)
Singapore
-$10K -204 Closed
TF
390
Tompkins Financial
New York
-$7K -134 Closed
NFG
391
Next Financial Group
Texas
-$5K -100 Closed
RIA
392
Regal Investment Advisors
Michigan
-$4K -80 Closed
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
-$2.94K -70 Closed
SMG
394
Spectrum Management Group
Indiana
-$1K -10 Closed
AIA
395
Allegis Investment Advisors
Idaho
+$252 +5 New

LULU Hedge Fund Activity: Q4 2015 in Review

336 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2015, worth a combined $7.17B — up 2.2% from $7.02B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of LULU and 54 opened new positions — a net loss of 4 holders — while 114 trimmed existing stakes and 118 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $320M. The largest seller was Citadel Advisors, cutting an estimated $119M.

  • 336 institutional investors held lululemon athletica (LULU) as of Q4 2015, down from 344 in Q3 2015.
  • Funds reported $7.17B of lululemon athletica stock for Q4 2015, up 2.2% quarter-over-quarter.
  • 54 funds opened new lululemon athletica positions in Q4 2015 and 58 closed out, a net change of -4 holders.
  • The largest lululemon athletica buyer in Q4 2015 was Lone Pine Capital, an estimated $320M added.
  • The largest lululemon athletica seller in Q4 2015 was Citadel Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2015.