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lululemon athletica

346 hedge funds and large institutions have $8.24B invested in lululemon athletica in 2015 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 121 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $354M | Put options by funds: $226M

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$594M)

2% more funds holding

Funds holding: 339346 (+7)

1% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 121

Holders
346
Holders Change
+7
Holders Change %
+2.06%
% of All Funds
9.32%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.3%
New
47
Increased
120
Reduced
121
Closed
38
Calls
$354M
Puts
$226M
Net Calls
+$127M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$54.5M -$4.4M -67,733 -8%
CCM
27
Chautauqua Capital Management
Colorado
$52.5M -$472K -7,264 -0.9%
ZCI
28
Zevenbergen Capital Investments
Washington
$49.2M +$1.13M +17,315 +2%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$46.9M -$7.59M -116,768 -14%
Renaissance Technologies
30
Renaissance Technologies
New York
$45.6M +$52K +800 +0.1%
BG
31
BlackRock Group
United Kingdom
$45.4M -$1.49M -22,915 -3%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$44.8M +$5.56M +85,600 +14%
FCM
33
Frontier Capital Management
Massachusetts
$43.2M -$344K -5,298 -0.8%
MAA
34
Managed Account Advisors
New Jersey
$41.2M +$27.4M +420,814 +200%
TCIM
35
TIAA CREF Investment Management
New York
$40.3M +$15.5M +238,573 +63%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$40.2M +$4.28M +65,864 +12%
Northern Trust
37
Northern Trust
Illinois
$40.2M -$3.77M -58,072 -9%
SC
38
Shellback Capital
Massachusetts
$35.9M +$6.5M +100,000 +22%
UBS Group
39
UBS Group
Switzerland
$33M +$13.4M +206,889 +69%
Goldman Sachs
40
Goldman Sachs
New York
$32.9M +$9.98M +153,517 +44%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$28.8M -$2.04M -31,438 -7%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$27.9M +$27.8M +427,600 +107,708%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$26.6M -$2.03M -31,182 -7%
LCM
44
Lomas Capital Management
New York
$25.9M +$8.91M +137,133 +53%
Legal & General Group
45
Legal & General Group
United Kingdom
$24.6M +$65K +1,000 +0.3%
NFA
46
Nationwide Fund Advisors
Ohio
$23.6M +$21M +323,506 +863%
Millennium Management
47
Millennium Management
New York
$22.7M -$8.87M -136,420 -28%
William Blair & Company
48
William Blair & Company
Illinois
$21.3M +$1.22M +18,711 +6%
AL
49
AJO LP
Pennsylvania
$21.2M +$2.52M +38,720 +14%
EC
50
EMS Capital
New York
$19.6M

LULU Hedge Fund Activity: Q2 2015 in Review

346 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2015, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new LULU positions and 38 closed out — a net gain of 9 holders — while 120 added to existing stakes and 121 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $146M. The largest seller was Capital Research Global Investors, cutting an estimated $105M.

  • 346 institutional investors held lululemon athletica (LULU) as of Q2 2015, up from 339 in Q1 2015.
  • Funds reported $8.24B of lululemon athletica stock for Q2 2015, up 7.8% quarter-over-quarter.
  • 47 funds opened new lululemon athletica positions in Q2 2015 and 38 closed out, a net change of +9 holders.
  • The largest lululemon athletica buyer in Q2 2015 was Winslow Capital Management, an estimated $146M added.
  • The largest lululemon athletica seller in Q2 2015 was Capital Research Global Investors, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2015.