lululemon athletica
LULU
885 hedge funds and large institutions have $32.5B invested in lululemon athletica in 2021 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 365 increasing their positions, 309 reducing their positions, and 138 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 365 | Existing positions reduced: 309
1.39% less ownership
Funds ownership: 86.22% → 84.83% (-1.4%)
5% less funds holding
Funds holding: 933 → 885 (-48)
15% less capital invested
Capital invested by funds: $38.1B → $32.5B (-$5.54B)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
22% less call options, than puts
Call options by funds: $1B | Put options by funds: $1.29B
28% less first-time investments, than exits
New positions opened: 100 | Existing positions closed: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$426M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$217M |
| 3 |
Renaissance Technologies
New York
|
+$154M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$116M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$92.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$492M |
| 2 |
JP Morgan Chase
New York
|
-$194M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$165M |
| 4 |
D.E. Shaw & Co
New York
|
-$146M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$103M |
LULU Hedge Fund Activity: Q1 2021 in Review
885 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q1 2021, worth a combined $32.5B — down 15% from $38.1B a quarter earlier.
Sellers outnumbered buyers: 138 funds closed out of LULU and 100 opened new positions — a net loss of 38 holders — while 309 trimmed existing stakes and 365 added.
The largest buyer was Wellington Management Group, adding an estimated $426M. The largest seller was Jennison Associates, cutting an estimated $492M.
- 885 institutional investors held lululemon athletica (LULU) as of Q1 2021, down from 933 in Q4 2020.
- Funds reported $32.5B of lululemon athletica stock for Q1 2021, down 15% quarter-over-quarter.
- 100 funds opened new lululemon athletica positions in Q1 2021 and 138 closed out, a net change of -38 holders.
- The largest lululemon athletica buyer in Q1 2021 was Wellington Management Group, an estimated $426M added.
- The largest lululemon athletica seller in Q1 2021 was Jennison Associates, an estimated $492M sold.
Based on aggregated 13F filings for Q1 2021.