lululemon athletica
LULU
934 hedge funds and large institutions have $37.5B invested in lululemon athletica in 2020 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 384 increasing their positions, 261 reducing their positions, and 72 closing their positions.
122% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 72
47% more repeat investments, than reductions
Existing positions increased: 384 | Existing positions reduced: 261
9% more funds holding
Funds holding: 855 → 934 (+79)
5% more capital invested
Capital invested by funds: $35.5B → $37.5B (+$1.95B)
0.31% less ownership
Funds ownership: 86.4% → 86.08% (-0.31%)
8% less call options, than puts
Call options by funds: $1.31B | Put options by funds: $1.44B
24% less funds holding in top 10
Funds holding in top 10: 17 → 13 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$629M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$114M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$109M |
| 4 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$105M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$86.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$593M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$306M |
| 3 |
SC
Samlyn Capital
New York
|
-$136M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$106M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$80.6M |
LULU Hedge Fund Activity: Q4 2020 in Review
934 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2020, worth a combined $37.5B — up 5.5% from $35.5B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new LULU positions and 72 closed out — a net gain of 88 holders — while 384 added to existing stakes and 261 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $629M. The largest seller was Vanguard Group, cutting an estimated $593M.
- 934 institutional investors held lululemon athletica (LULU) as of Q4 2020, up from 855 in Q3 2020.
- Funds reported $37.5B of lululemon athletica stock for Q4 2020, up 5.5% quarter-over-quarter.
- 160 funds opened new lululemon athletica positions in Q4 2020 and 72 closed out, a net change of +88 holders.
- The largest lululemon athletica buyer in Q4 2020 was Wellington Management Group, an estimated $629M added.
- The largest lululemon athletica seller in Q4 2020 was Vanguard Group, an estimated $593M sold.
Based on aggregated 13F filings for Q4 2020.