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lululemon athletica

357 hedge funds and large institutions have $7.69B invested in lululemon athletica in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more funds holding in top 10

Funds holding in top 10: 311 (+8)

92.94% more ownership

Funds ownership: 0%92.94% (+93%)

13% more call options, than puts

Call options by funds: $330M | Put options by funds: $292M

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

1% more capital invested

Capital invested by funds: $7.62B → $7.69B (+$66.6M)

0% less funds holding

Funds holding: 358357 (-1)

4% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 123

Holders
357
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
8.93%
Holding in Top 10
11
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+266.67%
% of All Funds
0.28%
New
60
Increased
118
Reduced
123
Closed
56
Calls
$330M
Puts
$292M
Net Calls
+$38.1M
Net Calls Change
+$92.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Advent International
Massachusetts
$1.31B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.24B +$297K +4,983 +0%
Capital Research Global Investors
3
Capital Research Global Investors
California
$833M
Vanguard Group
4
Vanguard Group
Pennsylvania
$477M +$12.4M +208,423 +3%
MNA
5
Manning & Napier Advisors
New York
$402M -$17.7M -297,442 -5%
LPC
6
Lone Pine Capital
Connecticut
$293M -$64.5M -1,081,834 -19%
Winslow Capital Management
7
Winslow Capital Management
Minnesota
$190M +$38.1M +638,183 +28%
BIT
8
BlackRock Institutional Trust
California
$183M +$7.3M +122,329 +5%
State Street
9
State Street
Massachusetts
$132M +$5.11M +85,654 +4%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$121M +$5.24M +87,778 +5%
HMP
11
HS Management Partners
New York
$112M +$29.3M +490,905 +40%
Capital International Investors
12
Capital International Investors
California
$102M +$223K +3,741 +0.2%
WRF
13
Waddell & Reed Financial
Kansas
$99.9M +$15.6M +260,880 +20%
HAM
14
HHR Asset Management
New Jersey
$88.6M +$1.81M +30,292 +2%
Norges Bank
15
Norges Bank
Norway
$79M +$19.9M +333,930 +38%
IP
16
Interval Partners
New York
$77.5M +$62.8M +1,052,354 +750%
Select Equity Group
17
Select Equity Group
New York
$71.1M +$10.5M +176,463 +19%
BFA
18
BlackRock Fund Advisors
California
$69.4M +$3.64M +61,063 +6%
Victory Capital Management
19
Victory Capital Management
Texas
$62.1M +$39.8M +667,180 +231%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$56.6M +$3.29M +55,210 +7%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$56.3M +$5.21M +87,385 +11%
BG
22
BlackRock Group
United Kingdom
$44.7M +$198K +3,312 +0.5%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$43.6M -$16.7M -279,228 -29%
JHIU
24
Janus Henderson Investors US
Colorado
$43.5M +$5.12M +85,923 +15%
Northern Trust
25
Northern Trust
Illinois
$42.4M -$8.87M -148,693 -19%

LULU Hedge Fund Activity: Q4 2016 in Review

357 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2016, worth a combined $7.69B — up 0.87% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LULU positions and 56 closed out — a net gain of 4 holders — while 118 added to existing stakes and 123 trimmed.

The largest buyer was Interval Partners, adding an estimated $62.8M. The largest seller was Jennison Associates, exiting entirely with an estimated $342M sold.

  • 357 institutional investors held lululemon athletica (LULU) as of Q4 2016, down from 358 in Q3 2016.
  • Funds reported $7.69B of lululemon athletica stock for Q4 2016, up 0.87% quarter-over-quarter.
  • 60 funds opened new lululemon athletica positions in Q4 2016 and 56 closed out, a net change of +4 holders.
  • The largest lululemon athletica buyer in Q4 2016 was Interval Partners, an estimated $62.8M added.
  • The largest lululemon athletica seller in Q4 2016 was Jennison Associates, an estimated $342M sold.

Based on aggregated 13F filings for Q4 2016.