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lululemon athletica
LULU

1,061 hedge funds and large institutions have $34.3B invested in lululemon athletica in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 342 increasing their positions, 385 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 73

17% more capital invested

Capital invested by funds: $29.3B → $34.3B (+$5B)

9% more funds holding

Funds holding: 976 → 1,061 (+85)

2.03% more ownership

Funds ownership: 85.98% → 88% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

7% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.41B

11% less repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 385

Holders
1,061
Holders Change
+85
Holders Change %
+8.71%
% of All Funds
17.06%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
176
Increased
342
Reduced
385
Closed
73
Calls
$1.3B
Puts
$1.41B
Net Calls
-$104M
Net Calls Change
-$1.06B

Top Buyers

Rank Fund Capital Flow
1
Edgewood Management
Edgewood Management
Connecticut
+$846M
2
Invesco
Invesco
Georgia
+$147M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$121M
4
SSA
Schonfeld Strategic Advisors
New York
+$118M
5
BlackRock
BlackRock
New York
+$118M

Top Sellers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
-$515M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$220M
3
Jennison Associates
Jennison Associates
New York
-$184M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$103M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$82.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
1051
McElhenny Sheffield Capital Management
Texas
$641 +$658 +2 New
TWD
1052
True Wealth Design
Ohio
$641 +$658 +2 New
CP
1053
Castleview Partners
Texas
$640 – – –
HS
1054
Horan Securities
United States
$480 – – –
MYAM
1055
Meiji Yasuda Asset Management
Japan
$414 -$32.9K -100 -7%
TCM
1056
Tradewinds Capital Management
Washington
$320 – – –
OLVIG
1057
Oliver Lagore Vanvalin Investment Group
Michigan
$320 +$329 +1 New
WIM
1058
Westside Investment Management
California
$12 – – –
CCM
1059
Candlestick Capital Management
Connecticut
– -$27.9M -99,802 Closed
MGCM
1060
Mane Global Capital Management
New York
– -$25.3M -90,328 Closed
ERSOT
1061
Employees Retirement System of Texas
Texas
– -$21.5M -77,000 Closed
N
1062
Natixis
France
– -$20.7M -73,847 Closed
KC
1063
Kadensa Capital
Hong Kong
– -$12.9M -46,322 Closed
Two Sigma Investments
1064
Two Sigma Investments
New York
– -$12.5M -44,702 Closed
KWILP
1065
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$8.99M -32,976 Closed
CANY
1066
Caxton Associates (New York)
New York
– -$8.81M -31,500 Closed
TAA
1067
TB Alternative Assets
Cayman Islands
– -$6.88M -24,600 Closed
MPM
1068
Meritage Portfolio Management
Kansas
– -$6.29M -22,516 Closed
MC
1069
Maverick Capital
Texas
– -$6.06M -21,662 Closed
ECM
1070
ExodusPoint Capital Management
New York
– -$5.61M -20,072 Closed
PAMP
1071
Polar Asset Management Partners
Ontario, Canada
– -$5.23M -18,700 Closed
VF
1072
Virtu Financial
New York
– -$4.69M -16,791 Closed
AIM
1073
Aigen Investment Management
New York
– -$4.32M -15,452 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1074
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.32M -11,865 Closed
BFM
1075
Boothbay Fund Management
New York
– -$2.41M -8,607 Closed
41 42
43
44 45

LULU Hedge Fund Activity: Q4 2022 in Review

1,061 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2022, worth a combined $34.3B — up 17% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new LULU positions and 73 closed out — a net gain of 103 holders — while 342 added to existing stakes and 385 trimmed.

The largest buyer was Edgewood Management, opening a new position worth an estimated $846M. The largest seller was WCM Investment Management, cutting an estimated $515M.

  • 1,061 institutional investors held lululemon athletica (LULU) as of Q4 2022, up from 976 in Q3 2022.
  • Funds reported $34.3B of lululemon athletica stock for Q4 2022, up 17% quarter-over-quarter.
  • 176 funds opened new lululemon athletica positions in Q4 2022 and 73 closed out, a net change of +103 holders.
  • The largest lululemon athletica buyer in Q4 2022 was Edgewood Management, an estimated $846M added.
  • The largest lululemon athletica seller in Q4 2022 was WCM Investment Management, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2022.