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lululemon athletica

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.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $5.87B → $7.64B (+$1.78B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 58

1% less funds holding

Funds holding: 341339 (-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

Holders
339
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
9.03%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
58
Increased
98
Reduced
130
Closed
58
Calls
$263M
Puts
$272M
Net Calls
-$8.52M
Net Calls Change
-$70.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Advent International
Massachusetts
$1.29B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.27B
Capital Research Global Investors
3
Capital Research Global Investors
California
$641M -$4.63M -72,237 -0.7%
MNA
4
Manning & Napier Advisors
New York
$495M -$45.1M -702,923 -8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$402M +$67.9M +1,058,667 +20%
Morgan Stanley
6
Morgan Stanley
New York
$197M -$21.4M -334,643 -10%
Artisan Partners
7
Artisan Partners
Wisconsin
$187M +$187M +2,917,595 New
JP Morgan Chase
8
JP Morgan Chase
New York
$184M -$96M -1,498,131 -34%
Citadel Advisors
9
Citadel Advisors
Florida
$126M +$2.7M +42,100 +2%
BIT
10
BlackRock Institutional Trust
California
$123M +$2.52M +39,354 +2%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$118M +$73.5M +1,147,163 +166%
GGHC
12
Gilder Gagnon Howe & Co
New York
$107M +$40M +624,817 +60%
BA
13
BlackRock Advisors
Delaware
$99.2M -$67.4M -1,050,893 -40%
Capital International Investors
14
Capital International Investors
California
$99M
CCI
15
Columbus Circle Investors
$92.8M +$22.7M +354,350 +32%
SAM
16
Scopus Asset Management
New York
$70.5M +$9.43M +147,084 +15%
BIM
17
BlackRock Investment Management
Delaware
$70.5M -$17.9M -279,624 -20%
HMP
18
HS Management Partners
New York
$61.8M -$53.6M -836,015 -46%
Norges Bank
19
Norges Bank
Norway
$57.8M +$3.54M +55,167 +7%
State Street
20
State Street
Massachusetts
$55.4M +$1.23M +19,148 +2%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$53.4M -$15.6K -244 -0%
CCM
22
Chautauqua Capital Management
Colorado
$52M +$435K +6,794 +0.8%
ZCI
23
Zevenbergen Capital Investments
Washington
$47.2M +$1.46M +22,840 +3%
BG
24
BlackRock Group
United Kingdom
$45.9M -$17.2M -268,170 -27%
Renaissance Technologies
25
Renaissance Technologies
New York
$44.7M +$44.7M +698,000 New

LULU Hedge Fund Activity: Q1 2015 in Review

339 of the 3,753 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.