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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
1C
51
1060 Capital
Colorado
$19M -$11.7M -194,699 -39%
UBS Group
52
UBS Group
Switzerland
$18.8M +$768K +12,742 +4%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$18.8M -$727K -12,065 -4%
Victory Capital Management
54
Victory Capital Management
Texas
$18.7M +$907K +15,056 +5%
PAMU
55
Pictet Asset Management (UK)
United Kingdom
$18M -$6.25M -103,672 -26%
UBS AM
56
UBS AM
Illinois
$17.4M +$81.3K +1,349 +0.5%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$15.9M -$25.8M -428,989 -63%
PG
58
PEAK6 Group
Illinois
$15.3M -$12.1M -200,264 -45%
OAM
59
Oxford Asset Management
United Kingdom
$14.9M +$14.8M +245,728 New
Aviva
60
Aviva
United Kingdom
$14.7M +$388K +6,447 +3%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$14.7M +$1.22M +20,300 +9%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$13.5M +$107K +1,782 +0.8%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$13.2M -$16.1K -268 -0.1%
Millennium Management
64
Millennium Management
New York
$13M -$24M -398,279 -66%
Capital Fund Management (CFM)
65
Capital Fund Management (CFM)
France
$12.9M -$2.51M -41,622 -17%
CS
66
Credit Suisse
Switzerland
$12.4M -$1.62M -26,904 -12%
ARTA
67
A.R.T. Advisors
New York
$12.2M +$8.52M +141,400 +261%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$12.2M +$300K +4,986 +3%
Two Sigma Investments
69
Two Sigma Investments
New York
$11.5M -$5.27M -87,521 -32%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$11.1M -$1.69M -28,018 -14%
APG Asset Management
71
APG Asset Management
Netherlands
$11M +$621K +10,300 +6%
EOJOAM
72
E. Ohman J:or Asset Management
Sweden
$10.6M +$1.41M +23,429 +16%
AllianceBernstein
73
AllianceBernstein
Tennessee
$10.5M +$880K +14,610 +10%
Asset Management One
74
Asset Management One
Japan
$10.4M -$431K -7,160 -4%
Barclays
75
Barclays
United Kingdom
$10.4M +$9.21M +152,921 +1,087%
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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.