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lululemon athletica
LULU

1,060 hedge funds and large institutions have $39B invested in lululemon athletica in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 322 increasing their positions, 424 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more funds holding in top 10

Funds holding in top 10: 19 → 29 (+10)

19% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 127

14% more capital invested

Capital invested by funds: $34.3B → $39B (+$4.7B)

0% less funds holding

Funds holding: 1,061 → 1,060 (-1)

7% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.05B

1.16% less ownership

Funds ownership: 88% → 86.85% (-1.2%)

24% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 424

Holders
1,060
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
16.89%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.46%
New
151
Increased
322
Reduced
424
Closed
127
Calls
$1.9B
Puts
$2.05B
Net Calls
-$143M
Net Calls Change
-$38.5M

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$594M
2
DCP
D1 Capital Partners
New York
+$241M
3
Renaissance Technologies
Renaissance Technologies
New York
+$240M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$230M
5
Millennium Management
Millennium Management
New York
+$172M

Top Sellers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
-$797M
2
Marshall Wace
Marshall Wace
United Kingdom
-$238M
3
Artisan Partners
Artisan Partners
Wisconsin
-$224M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$222M
5
HL
Harding Loevner
New Jersey
-$180M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBVA
1076
Banco Bilbao Vizcaya Argentaria
Spain
– -$5.5M -17,163 Closed
LIP
1077
Lighthouse Investment Partners
Florida
– -$4.81M -15,000 Closed
Hudson Bay Capital Management
1078
Hudson Bay Capital Management
Connecticut
– -$4.66M -14,553 Closed
SH
1079
SeaTown Holdings
Singapore
– -$4.16M -13,000 Closed
MCM
1080
McKinley Capital Management
Alaska
– -$4.15M -12,946 Closed
PCM
1081
Prelude Capital Management
New York
– -$4.05M -12,632 Closed
GIA
1082
Gladstone Institutional Advisory
Florida
– -$3.73M -11,650 Closed
TAM
1083
Tabor Asset Management
New York
– -$3.51M -10,960 Closed
QIM
1084
Quest Investment Management
Oregon
– -$3.4M -10,626 Closed
PMAM
1085
Picton Mahoney Asset Management
Ontario, Canada
– -$3.39M -10,590 Closed
HMCP
1086
Hook Mill Capital Partners
New York
– -$3.26M -10,184 Closed
ORI
1087
Oak Ridge Investments
Illinois
– -$2.32M -7,238 Closed
MWVC
1088
Morgens Waterfall Vintiadis & Co
New York
– -$2.24M -7,000 Closed
PAS
1089
Park Avenue Securities
New York
– -$2.05M -6,410 Closed
Acadian Asset Management
1090
Acadian Asset Management
Massachusetts
– -$1.99M -6,204 Closed
LMIM
1091
Lockheed Martin Investment Management
Maryland
– -$1.75M -5,860 Closed
MYIA
1092
Mount Yale Investment Advisors
Colorado
– -$1.82M -5,692 Closed
MAM
1093
Morse Asset Management
Connecticut
– -$1.79M -5,584 Closed
BS
1094
Banco Santander
Spain
– -$1.64M -5,120 Closed
DAM
1095
Deltec Asset Management
New York
– -$1.6M -5,000 Closed
WAM
1096
Weiss Asset Management
Massachusetts
– -$1.6M -5,000 Closed
AC
1097
Allstate Corporation
Illinois
– -$1.37M -4,290 Closed
MHS
1098
M Holdings Securities
Oregon
– -$1.34M -4,280 Closed
CCS
1099
Concentric Capital Strategies
Connecticut
– -$1.35M -4,226 Closed
WCA
1100
Waratah Capital Advisors
Ontario, Canada
– -$1.35M -4,202 Closed
42 43
44
45 46

LULU Hedge Fund Activity: Q1 2023 in Review

1,060 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q1 2023, worth a combined $39B — up 14% from $34.3B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new LULU positions and 127 closed out — a net gain of 24 holders — while 322 added to existing stakes and 424 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $594M. The largest seller was WCM Investment Management, cutting an estimated $797M.

  • 1,060 institutional investors held lululemon athletica (LULU) as of Q1 2023, down from 1,061 in Q4 2022.
  • Funds reported $39B of lululemon athletica stock for Q1 2023, up 14% quarter-over-quarter.
  • 151 funds opened new lululemon athletica positions in Q1 2023 and 127 closed out, a net change of +24 holders.
  • The largest lululemon athletica buyer in Q1 2023 was Viking Global Investors, an estimated $594M added.
  • The largest lululemon athletica seller in Q1 2023 was WCM Investment Management, an estimated $797M sold.

Based on aggregated 13F filings for Q1 2023.