lululemon athletica
LULU
738 hedge funds and large institutions have $24.3B invested in lululemon athletica in 2019 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 233 increasing their positions, 246 reducing their positions, and 63 closing their positions.
152% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 63
20% more capital invested
Capital invested by funds: $20.2B → $24.3B (+$4.06B)
13% more funds holding
Funds holding: 656 → 738 (+82)
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
0.36% less ownership
Funds ownership: 85.48% → 85.12% (-0.36%)
5% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 246
22% less call options, than puts
Call options by funds: $882M | Put options by funds: $1.13B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.32B |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
+$702M |
| 3 |
Jane Street
New York
|
+$149M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$58.7M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$57.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Advent International
Boston,
Massachusetts
|
-$502M |
| 2 |
Jennison Associates
New York
|
-$253M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$247M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$185M |
| 5 |
MCM
Melvin Capital Management
New York
|
-$154M |
LULU Hedge Fund Activity: Q4 2019 in Review
738 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2019, worth a combined $24.3B — up 20% from $20.2B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new LULU positions and 63 closed out — a net gain of 96 holders — while 233 added to existing stakes and 246 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.32B. The largest seller was Advent International, exiting entirely with an estimated $502M sold.
- 738 institutional investors held lululemon athletica (LULU) as of Q4 2019, up from 656 in Q3 2019.
- Funds reported $24.3B of lululemon athletica stock for Q4 2019, up 20% quarter-over-quarter.
- 159 funds opened new lululemon athletica positions in Q4 2019 and 63 closed out, a net change of +96 holders.
- The largest lululemon athletica buyer in Q4 2019 was T. Rowe Price Associates, an estimated $1.32B added.
- The largest lululemon athletica seller in Q4 2019 was Advent International, an estimated $502M sold.
Based on aggregated 13F filings for Q4 2019.