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lululemon athletica
LULU

342 hedge funds and large institutions have $6.75B invested in lululemon athletica in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 108 increasing their positions, 111 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 41

4% more funds holding

Funds holding: 330 → 342 (+12)

7% more call options, than puts

Call options by funds: $505M | Put options by funds: $474M

3% more capital invested

Capital invested by funds: $6.55B → $6.75B (+$203M)

0.18% less ownership

Funds ownership: 86.61% → 86.43% (-0.18%)

3% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 111

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
342
Holders Change
+12
Holders Change %
+3.64%
% of All Funds
8.53%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
56
Increased
108
Reduced
111
Closed
41
Calls
$505M
Puts
$474M
Net Calls
+$30.9M
Net Calls Change
-$62M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$52.9M
2
IP
Interval Partners
New York
+$39.8M
3
Jennison Associates
Jennison Associates
New York
+$36.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$34.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$34M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$42.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$39.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$35.9M
4
EVM
Eaton Vance Management
Massachusetts
-$28.2M
5
CC
Carbonado Capital
New York
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$42.7M +$27.7K +460 +0.1%
Northern Trust
27
Northern Trust
Illinois
$40.4M -$1.54M -25,607 -4%
AQR Capital Management
28
AQR Capital Management
Connecticut
$40.1M +$1.52M +25,274 +4%
Morgan Stanley
29
Morgan Stanley
New York
$39.7M -$2.99M -49,653 -7%
MCM
30
Moore Capital Management
New York
$38.9M +$30.1M +500,000 +400%
Jennison Associates
31
Jennison Associates
New York
$38M +$36.8M +610,384 New
TA
32
Teachers Advisors
New York
$37.7M +$3.86M +64,070 +12%
UOC
33
UBS O'Connor
Illinois
$37.6M +$7.84M +130,199 +27%
ZCI
34
Zevenbergen Capital Investments
Washington
$37.5M -$2.03M -33,625 -5%
William Blair & Company
35
William Blair & Company
Illinois
$36.8M +$4.46M +74,009 +14%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$35.2M +$34M +565,056 New
Bank of America
37
Bank of America
North Carolina
$33M +$13.6M +225,183 +74%
Select Equity Group
38
Select Equity Group
New York
$32.3M +$31.3M +518,856 New
T
39
TOBAM
France
$32.1M -$7.38M -122,523 -19%
SC
40
Shellback Capital
Massachusetts
$31.3M +$193K +3,200 +0.6%
Goldman Sachs
41
Goldman Sachs
New York
$28.4M +$4.49M +74,465 +20%
Legal & General Group
42
Legal & General Group
United Kingdom
$28M +$624K +10,354 +2%
Charles Schwab
43
Charles Schwab
California
$25.7M +$256K +4,242 +1%
Korea Investment Corp
44
Korea Investment Corp
South Korea
$25.6M +$2.75M +45,600 +12%
Prudential Financial
45
Prudential Financial
New Jersey
$24.4M +$20.8M +345,120 +734%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$24.3M +$884K +14,670 +4%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$23.8M +$4.09M +67,878 +22%
Swiss National Bank
48
Swiss National Bank
Switzerland
$23.5M +$229K +3,800 +1%
Renaissance Technologies
49
Renaissance Technologies
New York
$20.1M -$7.24M -120,200 -27%
SIMG
50
Stephens Investment Management Group
Texas
$19.7M +$32.1K +533 +0.2%
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LULU Hedge Fund Activity: Q3 2017 in Review

342 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2017, worth a combined $6.75B — up 3.1% from $6.55B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new LULU positions and 41 closed out — a net gain of 15 holders — while 108 added to existing stakes and 111 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $52.9M. The largest seller was Capital Research Global Investors, cutting an estimated $42.2M.

  • 342 institutional investors held lululemon athletica (LULU) as of Q3 2017, up from 330 in Q2 2017.
  • Funds reported $6.75B of lululemon athletica stock for Q3 2017, up 3.1% quarter-over-quarter.
  • 56 funds opened new lululemon athletica positions in Q3 2017 and 41 closed out, a net change of +15 holders.
  • The largest lululemon athletica buyer in Q3 2017 was Balyasny Asset Management, an estimated $52.9M added.
  • The largest lululemon athletica seller in Q3 2017 was Capital Research Global Investors, an estimated $42.2M sold.

Based on aggregated 13F filings for Q3 2017.