lululemon athletica
LULU
392 hedge funds and large institutions have $8.53B invested in lululemon athletica in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 96 increasing their positions, 134 reducing their positions, and 43 closing their positions.
116% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 43
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
26% more capital invested
Capital invested by funds: $6.76B → $8.53B (+$1.78B)
14% more funds holding
Funds holding: 343 → 392 (+49)
0.02% more ownership
Funds ownership: 86.43% → 86.45% (+0.02%)
27% less call options, than puts
Call options by funds: $266M | Put options by funds: $367M
28% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 134
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$79.8M |
| 2 |
JP Morgan Chase
New York
|
+$53.1M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$47M |
| 4 |
Millennium Management
New York
|
+$43.1M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$121M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$46.6M |
| 3 |
HMP
HS Management Partners
New York
|
-$44.8M |
| 4 |
LHC
Lodge Hill Capital
New York
|
-$42.8M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$37.6M |
LULU Hedge Fund Activity: Q4 2017 in Review
392 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2017, worth a combined $8.53B — up 26% from $6.76B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new LULU positions and 43 closed out — a net gain of 50 holders — while 96 added to existing stakes and 134 trimmed.
The largest buyer was Alyeska Investment Group, adding an estimated $79.8M. The largest seller was Lazard Asset Management, cutting an estimated $121M.
- 392 institutional investors held lululemon athletica (LULU) as of Q4 2017, up from 343 in Q3 2017.
- Funds reported $8.53B of lululemon athletica stock for Q4 2017, up 26% quarter-over-quarter.
- 93 funds opened new lululemon athletica positions in Q4 2017 and 43 closed out, a net change of +50 holders.
- The largest lululemon athletica buyer in Q4 2017 was Alyeska Investment Group, an estimated $79.8M added.
- The largest lululemon athletica seller in Q4 2017 was Lazard Asset Management, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2017.