We are live on ! Find out more
LULU icon

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
Norges Bank
26
Norges Bank
Norway
$47.7M +$556K +11,034 +1%
Ameriprise
27
Ameriprise
Minnesota
$46.8M -$18.2M -361,293 -29%
TCIM
28
TIAA CREF Investment Management
New York
$45.2M +$5.82M +115,564 +15%
JHIU
29
Janus Henderson Investors US
Colorado
$41.3M +$602K +11,943 +2%
Citigroup
30
Citigroup
New York
$41M -$428K -8,498 -1%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$40.8M -$81.4M -1,614,964 -68%
SAM
32
Scopus Asset Management
New York
$40.7M -$31M -615,000 -44%
Northern Trust
33
Northern Trust
Illinois
$38M -$3.48M -69,045 -9%
American Century Companies
34
American Century Companies
Missouri
$37.8M -$63.4M -1,258,619 -64%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$36.8M +$2.76M +54,710 +8%
FCM
36
Frontier Capital Management
Massachusetts
$35.1M +$256K +5,078 +0.8%
BG
37
BlackRock Group
United Kingdom
$35M +$1.2M +23,851 +4%
MCM
38
Melvin Capital Management
New York
$34.1M -$30.2M -600,000 -48%
CCM
39
Chautauqua Capital Management
Colorado
$33.3M -$1.42M -28,214 -4%
Robeco Institutional Asset Management
40
Robeco Institutional Asset Management
Netherlands
$30.9M +$11M +218,688 +59%
UBS Group
41
UBS Group
Switzerland
$28.9M -$2.36M -46,895 -8%
JP Morgan Chase
42
JP Morgan Chase
New York
$27.4M -$33.2M -659,228 -56%
TA
43
Teachers Advisors
New York
$25.7M +$9.54M +189,269 +63%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$25.3M -$73.4M -1,456,982 -75%
KCM
45
Kornitzer Capital Management
Kansas
$23.1M +$2.52M +50,050 +13%
Credit Agricole
46
Credit Agricole
France
$23.1M +$19.5M +387,326 +734%
PG
47
PEAK6 Group
Illinois
$22M +$5.96M +118,251 +39%
TIM
48
Thornburg Investment Management
New Mexico
$21.9M +$21.1M +417,804 +835,608%
Bank of America
49
Bank of America
North Carolina
$21.6M -$11.9M -236,022 -36%
Goldman Sachs
50
Goldman Sachs
New York
$21.1M +$1.52M +30,083 +8%

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.