lululemon athletica
LULU
625 hedge funds and large institutions have $17.5B invested in lululemon athletica in 2019 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 219 increasing their positions, 201 reducing their positions, and 54 closing their positions.
150% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 54
108% more funds holding in top 10
Funds holding in top 10: 13 → 27 (+14)
37% more capital invested
Capital invested by funds: $12.7B → $17.5B (+$4.75B)
14% more funds holding
Funds holding: 546 → 625 (+79)
9% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 201
3% more call options, than puts
Call options by funds: $672M | Put options by funds: $655M
0.95% more ownership
Funds ownership: 85.65% → 86.6% (+0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$545M |
| 2 |
MCM
Melvin Capital Management
New York
|
+$117M |
| 3 |
D.E. Shaw & Co
New York
|
+$106M |
| 4 |
Renaissance Technologies
New York
|
+$95.4M |
| 5 |
Millennium Management
New York
|
+$88.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Advent International
Boston,
Massachusetts
|
-$730M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$167M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$73.5M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$62.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$52.7M |
LULU Hedge Fund Activity: Q1 2019 in Review
625 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q1 2019, worth a combined $17.5B — up 37% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new LULU positions and 54 closed out — a net gain of 81 holders — while 219 added to existing stakes and 201 trimmed.
The largest buyer was Jennison Associates, adding an estimated $545M. The largest seller was Advent International, cutting an estimated $730M.
- 625 institutional investors held lululemon athletica (LULU) as of Q1 2019, up from 546 in Q4 2018.
- Funds reported $17.5B of lululemon athletica stock for Q1 2019, up 37% quarter-over-quarter.
- 135 funds opened new lululemon athletica positions in Q1 2019 and 54 closed out, a net change of +81 holders.
- The largest lululemon athletica buyer in Q1 2019 was Jennison Associates, an estimated $545M added.
- The largest lululemon athletica seller in Q1 2019 was Advent International, an estimated $730M sold.
Based on aggregated 13F filings for Q1 2019.