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lululemon athletica

813 hedge funds and large institutions have $34.2B invested in lululemon athletica in 2020 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 282 increasing their positions, 267 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 79

91% more funds holding in top 10

Funds holding in top 10: 1121 (+10)

64% more capital invested

Capital invested by funds: $20.8B → $34.2B (+$13.4B)

14% more funds holding

Funds holding: 711813 (+102)

6% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 267

0% less call options, than puts

Call options by funds: $1.5B | Put options by funds: $1.5B

0.54% less ownership

Funds ownership: 88.46%87.92% (-0.54%)

Holders
813
Holders Change
+102
Holders Change %
+14.35%
% of All Funds
16.67%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.43%
New
185
Increased
282
Reduced
267
Closed
79
Calls
$1.5B
Puts
$1.5B
Net Calls
-$6.02M
Net Calls Change
+$196M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.84B +$26.5M +103,643 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.34B -$47.2M -184,537 -2%
Jennison Associates
3
Jennison Associates
New York
$2.63B +$185M +721,636 +9%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.61B +$41.7M +162,920 +2%
WCM Investment Management
5
WCM Investment Management
California
$2.47B +$311M +1,217,017 +18%
BlackRock
6
BlackRock
New York
$2.33B +$107M +419,130 +6%
State Street
7
State Street
Massachusetts
$914M +$14.3M +55,910 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$635M -$66.8M -261,175 -11%
Brown Advisory
9
Brown Advisory
Maryland
$448M +$367M +1,436,824 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$416M -$20.2M -78,856 -6%
Morgan Stanley
11
Morgan Stanley
New York
$377M -$20.1M -78,647 -6%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$369M +$16.3M +63,829 +6%
Northern Trust
13
Northern Trust
Illinois
$365M +$28M +109,634 +10%
Norges Bank
14
Norges Bank
Norway
$363M -$10.1M -39,600 -3%
Bank of America
15
Bank of America
North Carolina
$337M -$5.92M -23,144 -2%
N
16
Nuveen
North Carolina
$316M -$114M -446,090 -31%
Wells Fargo
17
Wells Fargo
California
$312M +$3.36M +13,156 +1%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$306M -$63.7M -249,017 -20%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$275M +$8.08M +31,593 +4%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$265M +$27.7M +108,500 +14%
Fidelity International
21
Fidelity International
Bermuda
$232M +$185M +723,387 +3,822%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$231M -$705K -2,756 -0.4%
Legal & General Group
23
Legal & General Group
United Kingdom
$230M -$2.57M -10,053 -1%
Goldman Sachs
24
Goldman Sachs
New York
$214M -$6.16M -24,099 -3%
Renaissance Technologies
25
Renaissance Technologies
New York
$186M -$76.8M -300,500 -34%

LULU Hedge Fund Activity: Q2 2020 in Review

813 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2020, worth a combined $34.2B — up 64% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 185 funds opened new LULU positions and 79 closed out — a net gain of 106 holders — while 282 added to existing stakes and 267 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $367M. The largest seller was Victory Capital Management, cutting an estimated $122M.

  • 813 institutional investors held lululemon athletica (LULU) as of Q2 2020, up from 711 in Q1 2020.
  • Funds reported $34.2B of lululemon athletica stock for Q2 2020, up 64% quarter-over-quarter.
  • 185 funds opened new lululemon athletica positions in Q2 2020 and 79 closed out, a net change of +106 holders.
  • The largest lululemon athletica buyer in Q2 2020 was Brown Advisory, an estimated $367M added.
  • The largest lululemon athletica seller in Q2 2020 was Victory Capital Management, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2020.