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lululemon athletica

950 hedge funds and large institutions have $43.1B invested in lululemon athletica in 2021 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 366 increasing their positions, 307 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $3.89B | Put options by funds: $1.65B

45% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 77

19% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 307

12% more capital invested

Capital invested by funds: $38.4B → $43.1B (+$4.71B)

2% more funds holding

Funds holding: 928950 (+22)

1.3% more ownership

Funds ownership: 84.15%85.45% (+1.3%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
950
Holders Change
+22
Holders Change %
+2.37%
% of All Funds
16.63%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
112
Increased
366
Reduced
307
Closed
77
Calls
$3.89B
Puts
$1.65B
Net Calls
+$2.24B
Net Calls Change
+$859M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$258M -$102M -254,488 -29%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$256M +$243M +607,494 +2,476%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$253M +$53.7M +134,192 +27%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$234M +$63M +157,389 +37%
Goldman Sachs
30
Goldman Sachs
New York
$230M +$4.21M +10,516 +2%
UBS AM
31
UBS AM
Illinois
$227M +$8.46M +21,133 +4%
PI
32
Putnam Investments
Massachusetts
$221M -$32.4M -80,802 -13%
Victory Capital Management
33
Victory Capital Management
Texas
$212M +$78.5M +196,043 +60%
Swiss National Bank
34
Swiss National Bank
Switzerland
$198M -$6.13M -15,300 -3%
Federated Hermes
35
Federated Hermes
Pennsylvania
$196M +$11.7M +29,197 +6%
William Blair & Company
36
William Blair & Company
Illinois
$192M +$1.83M +4,559 +1%
Deutsche Bank
37
Deutsche Bank
Germany
$189M +$33.2M +82,971 +22%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$179M -$8.99M -22,445 -5%
PAMS
39
Pictet Asset Management (Switzerland)
Switzerland
$179M +$177M +441,602 New
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$178M +$1.67M +4,172 +1%
Macquarie Group
41
Macquarie Group
Australia
$174M +$981K +2,449 +0.6%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$164M -$1.75M -4,376 -1%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$160M +$34.8M +86,791 +29%
Korea Investment Corp
44
Korea Investment Corp
South Korea
$156M -$44.5M -111,118 -22%
Caisse de Depot et Placement du Quebec (CDPQ)
45
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$154M +$12.8M +31,929 +9%
Charles Schwab
46
Charles Schwab
California
$147M +$2.92M +7,281 +2%
EAM
47
Eagle Asset Management
Florida
$143M -$1.19M -2,965 -0.8%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$138M -$3.84M -9,575 -3%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$135M +$14.8M +36,886 +12%
CAM
50
Congress Asset Management
Massachusetts
$132M +$12.7M +31,713 +11%

LULU Hedge Fund Activity: Q3 2021 in Review

950 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2021, worth a combined $43.1B — up 12% from $38.4B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new LULU positions and 77 closed out — a net gain of 35 holders — while 366 added to existing stakes and 307 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $641M. The largest seller was Wellington Management Group, cutting an estimated $149M.

  • 950 institutional investors held lululemon athletica (LULU) as of Q3 2021, up from 928 in Q2 2021.
  • Funds reported $43.1B of lululemon athletica stock for Q3 2021, up 12% quarter-over-quarter.
  • 112 funds opened new lululemon athletica positions in Q3 2021 and 77 closed out, a net change of +35 holders.
  • The largest lululemon athletica buyer in Q3 2021 was 1832 Asset Management, an estimated $641M added.
  • The largest lululemon athletica seller in Q3 2021 was Wellington Management Group, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.