lululemon athletica
LULU
1,060 hedge funds and large institutions have $39B invested in lululemon athletica in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 322 increasing their positions, 424 reducing their positions, and 127 closing their positions.
53% more funds holding in top 10
Funds holding in top 10: 19 → 29 (+10)
19% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 127
14% more capital invested
Capital invested by funds: $34.3B → $39B (+$4.7B)
0% less funds holding
Funds holding: 1,061 → 1,060 (-1)
7% less call options, than puts
Call options by funds: $1.9B | Put options by funds: $2.05B
1.16% less ownership
Funds ownership: 88% → 86.85% (-1.2%)
24% less repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 424
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$594M |
| 2 |
DCP
D1 Capital Partners
New York
|
+$241M |
| 3 |
Renaissance Technologies
New York
|
+$240M |
| 4 |
D.E. Shaw & Co
New York
|
+$230M |
| 5 |
Millennium Management
New York
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$797M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$238M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$224M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$222M |
| 5 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$180M |
LULU Hedge Fund Activity: Q1 2023 in Review
1,060 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q1 2023, worth a combined $39B — up 14% from $34.3B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new LULU positions and 127 closed out — a net gain of 24 holders — while 322 added to existing stakes and 424 trimmed.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $594M. The largest seller was WCM Investment Management, cutting an estimated $797M.
- 1,060 institutional investors held lululemon athletica (LULU) as of Q1 2023, down from 1,061 in Q4 2022.
- Funds reported $39B of lululemon athletica stock for Q1 2023, up 14% quarter-over-quarter.
- 151 funds opened new lululemon athletica positions in Q1 2023 and 127 closed out, a net change of +24 holders.
- The largest lululemon athletica buyer in Q1 2023 was Viking Global Investors, an estimated $594M added.
- The largest lululemon athletica seller in Q1 2023 was WCM Investment Management, an estimated $797M sold.
Based on aggregated 13F filings for Q1 2023.