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lululemon athletica
LULU

336 hedge funds and large institutions have $5.68B invested in lululemon athletica in 2017 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 108

6% less funds holding

Funds holding: 357 → 336 (-21)

6.65% less ownership

Funds ownership: 92.94% → 86.28% (-6.7%)

18% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 66

25% less call options, than puts

Call options by funds: $242M | Put options by funds: $322M

26% less capital invested

Capital invested by funds: $7.69B → $5.68B (-$2.01B)

36% less funds holding in top 10

Funds holding in top 10: 11 → 7 (-4)

Holders
336
Holders Change
-21
Holders Change %
-5.88%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.17%
New
54
Increased
115
Reduced
108
Closed
66
Calls
$242M
Puts
$322M
Net Calls
-$79.8M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
BlackRock
New York
+$332M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$72.4M
3
JHIU
Janus Henderson Investors US
Colorado
+$72.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$71.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$49.9M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$293M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$188M
3
MNA
Manning & Napier Advisors
New York
-$126M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$103M
5
IP
Interval Partners
New York
-$71.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1
Advent International
Massachusetts
$1.04B – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$990M – – –
Capital Research Global Investors
3
Capital Research Global Investors
California
$584M -$103M -1,565,571 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$395M +$17.8M +269,847 +4%
BlackRock
5
BlackRock
New York
$267M +$332M +5,040,109 +4,791%
MNA
6
Manning & Napier Advisors
New York
$221M -$126M -1,918,190 -31%
State Street
7
State Street
Massachusetts
$109M +$4.34M +65,889 +3%
HMP
8
HS Management Partners
New York
$106M +$20.4M +309,212 +18%
JHIU
9
Janus Henderson Investors US
Colorado
$91.7M +$72.3M +1,098,057 +164%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$84.2M -$16.1M -244,792 -13%
Capital International Investors
11
Capital International Investors
California
$81.4M +$395K +6,006 +0.4%
Citadel Advisors
12
Citadel Advisors
Florida
$76.2M +$71.4M +1,084,075 +281%
WRF
13
Waddell & Reed Financial
Kansas
$75.1M -$5.92M -89,867 -6%
HAM
14
HHR Asset Management
New Jersey
$67M -$4.7M -71,360 -5%
Renaissance Technologies
15
Renaissance Technologies
New York
$62.1M +$49.9M +757,600 +172%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$57.9M +$72.4M +1,100,022 +6,687%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$48.9M +$4.7M +71,409 +8%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$47.6M +$3.38M +51,324 +6%
Victory Capital Management
19
Victory Capital Management
Texas
$43.2M -$8.12M -123,402 -13%
Morgan Stanley
20
Morgan Stanley
New York
$42.6M +$19.2M +292,183 +55%
Norges Bank
21
Norges Bank
Norway
$41.2M -$27.7M -420,958 -35%
Deutsche Bank
22
Deutsche Bank
Germany
$39.7M +$18.2M +276,463 +56%
Northern Trust
23
Northern Trust
Illinois
$34.9M +$1.33M +20,188 +3%
Millennium Management
24
Millennium Management
New York
$34.6M +$24M +364,736 +120%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$33.3M +$10.7M +163,290 +34%
1
2 3 4 5

LULU Hedge Fund Activity: Q1 2017 in Review

336 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q1 2017, worth a combined $5.68B — down 26% from $7.69B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of LULU and 54 opened new positions — a net loss of 12 holders — while 108 trimmed existing stakes and 115 added.

The largest buyer was BlackRock, adding an estimated $332M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $293M sold.

  • 336 institutional investors held lululemon athletica (LULU) as of Q1 2017, down from 357 in Q4 2016.
  • Funds reported $5.68B of lululemon athletica stock for Q1 2017, down 26% quarter-over-quarter.
  • 54 funds opened new lululemon athletica positions in Q1 2017 and 66 closed out, a net change of -12 holders.
  • The largest lululemon athletica buyer in Q1 2017 was BlackRock, an estimated $332M added.
  • The largest lululemon athletica seller in Q1 2017 was Lone Pine Capital, an estimated $293M sold.

Based on aggregated 13F filings for Q1 2017.