lululemon athletica
LULU
339 hedge funds and large institutions have $7.64B invested in lululemon athletica in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 98 increasing their positions, 130 reducing their positions, and 58 closing their positions.
30% more capital invested
Capital invested by funds: $5.87B → $7.64B (+$1.77B)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
0% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 58
1% less funds holding
Funds holding: 341 → 339 (-2)
3% less call options, than puts
Call options by funds: $263M | Put options by funds: $272M
25% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$187M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$73.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$67.9M |
| 4 |
Renaissance Technologies
New York
|
+$44.7M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$40M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$96M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$84M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$67.4M |
| 4 |
HMP
HS Management Partners
New York
|
-$53.6M |
| 5 |
H
Hexavest
Montreal,
Quebec, Canada
|
-$51M |
LULU Hedge Fund Activity: Q1 2015 in Review
339 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q1 2015, worth a combined $7.64B — up 30% from $5.87B a quarter earlier.
Fund positioning in LULU was balanced in Q1 2015: 58 funds opened new positions, 58 closed out, 98 added to existing stakes and 130 trimmed.
The largest buyer was Artisan Partners, opening a new position worth an estimated $187M. The largest seller was JP Morgan Chase, cutting an estimated $96M.
- 339 institutional investors held lululemon athletica (LULU) as of Q1 2015, down from 341 in Q4 2014.
- Funds reported $7.64B of lululemon athletica stock for Q1 2015, up 30% quarter-over-quarter.
- 58 funds opened new lululemon athletica positions in Q1 2015 and 58 closed out, a net change of 0 holders.
- The largest lululemon athletica buyer in Q1 2015 was Artisan Partners, an estimated $187M added.
- The largest lululemon athletica seller in Q1 2015 was JP Morgan Chase, an estimated $96M sold.
Based on aggregated 13F filings for Q1 2015.