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lululemon athletica
LULU

Overview Fund Activity

302 hedge funds and large institutions have $6.9B invested in lululemon athletica in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+10
Holders Change %
+3.42%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
61
Increased
112
Reduced
95
Closed
46
Calls
$432M
Puts
$505M
Net Calls
-$73.1M
Net Calls Change
-$74.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$565M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$335M
3
TCM
Tiger Consumer Management
New York
$76.2M
4
HMP
HS Management Partners
New York
$69.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$83M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$206M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
3
MCM
Marsico Capital Management
Colorado
$217M
4
UBS AM
UBS AM
Illinois
$123M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
201
Nordea Investment Management
Sweden
$394K – – –
CIBC World Market
202
CIBC World Market
Ontario, Canada
$385K +$211K +3,567 +121%
PI
203
Placemark Investments
Illinois
$380K -$585K -9,877 -61%
AAM
204
Advisors Asset Management
Colorado
$378K +$38K +644 +11%
HIMCH
205
Hartford Investment Management Co (HIMCO)
Connecticut
$368K -$72.5K -1,230 -16%
MPI
206
Mairs & Power Inc
Minnesota
$360K +$360K +6,100 New
HCM
207
Highlander Capital Management
New Jersey
$350K +$348K +5,900 +23,600%
KBC Group
208
KBC Group
Belgium
$334K -$218K -3,704 -40%
SB
209
Suntrust Banks
Georgia
$333K +$333K +5,654 New
KIA
210
KCM Investment Advisors
California
$318K +$7.61K +129 +2%
SI
211
Stephens Inc
Arkansas
$316K -$56.9K -965 -15%
Creative Planning
212
Creative Planning
Kansas
$304K +$134K +2,267 +79%
MTIM
213
Marathon Trading Investment Management
Pennsylvania
$295K +$295K +5,000 New
CONA
214
Capital One National Association
New York
$294K +$36K +610 +14%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$290K -$77.7K -1,315 -21%
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
$289K +$289K +4,900 New
JPMPWA
217
J.P. Morgan Private Wealth Advisors
California
$252K +$73.7K +1,250 +41%
PCM
218
Prelude Capital Management
New York
$231K +$131K +2,209 +130%
HighTower Advisors
219
HighTower Advisors
Illinois
$220K +$39.4K +669 +22%
YMRC
220
Yorktown Management & Research Company
Virginia
$207K +$207K +3,500 New
CG
221
Clinton Group
New York
$207K +$207K +3,505 New
FAAS
222
First Allied Advisory Services
California
$206K +$22.6K +382 +12%
MFS
223
MSI Financial Services
Massachusetts
$192K -$12.8K -216 -6%
EOJOAM
224
E. Ohman J:or Asset Management
Sweden
$177K – – –
Daiwa Securities Group
225
Daiwa Securities Group
Japan
$177K – – –
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9
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