lululemon athletica
LULU
854 hedge funds and large institutions have $35.5B invested in lululemon athletica in 2020 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 302 increasing their positions, 324 reducing their positions, and 81 closing their positions.
58% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 81
5% more funds holding
Funds holding: 813 → 854 (+41)
4% more capital invested
Capital invested by funds: $34.2B → $35.5B (+$1.26B)
3% less call options, than puts
Call options by funds: $1.45B | Put options by funds: $1.49B
7% less repeat investments, than reductions
Existing positions increased: 302 | Existing positions reduced: 324
1.41% less ownership
Funds ownership: 87.92% → 86.51% (-1.4%)
19% less funds holding in top 10
Funds holding in top 10: 21 → 17 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$246M |
| 2 |
Morgan Stanley
New York
|
+$193M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$156M |
| 4 |
CG
Carmignac Gestion
Paris,
France
|
+$143M |
| 5 |
BlackRock
New York
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$950M |
| 2 |
Jennison Associates
New York
|
-$430M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$297M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$233M |
| 5 |
Renaissance Technologies
New York
|
-$186M |
LULU Hedge Fund Activity: Q3 2020 in Review
854 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2020, worth a combined $35.5B — up 3.7% from $34.2B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new LULU positions and 81 closed out — a net gain of 47 holders — while 302 added to existing stakes and 324 trimmed.
The largest buyer was Winslow Capital Management, opening a new position worth an estimated $246M. The largest seller was WCM Investment Management, cutting an estimated $950M.
- 854 institutional investors held lululemon athletica (LULU) as of Q3 2020, up from 813 in Q2 2020.
- Funds reported $35.5B of lululemon athletica stock for Q3 2020, up 3.7% quarter-over-quarter.
- 128 funds opened new lululemon athletica positions in Q3 2020 and 81 closed out, a net change of +47 holders.
- The largest lululemon athletica buyer in Q3 2020 was Winslow Capital Management, an estimated $246M added.
- The largest lululemon athletica seller in Q3 2020 was WCM Investment Management, an estimated $950M sold.
Based on aggregated 13F filings for Q3 2020.