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lululemon athletica

972 hedge funds and large institutions have $28.1B invested in lululemon athletica in 2022 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 345 increasing their positions, 343 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.27B | Put options by funds: $862M

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

11% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 111

0.68% more ownership

Funds ownership: 83.91%84.58% (+0.68%)

1% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 343

0% less funds holding

Funds holding: 975972 (-3)

25% less capital invested

Capital invested by funds: $37.7B → $28.1B (-$9.61B)

Holders
972
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
16.37%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.25%
New
123
Increased
345
Reduced
343
Closed
111
Calls
$1.27B
Puts
$862M
Net Calls
+$407M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.02B -$62.4M -194,829 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.9B +$8.83M +27,550 +0.4%
BlackRock
3
BlackRock
New York
$1.81B +$4.91M +15,313 +0.2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.69B -$877M -2,736,716 -31%
Jennison Associates
5
Jennison Associates
New York
$1.23B +$208M +648,749 +17%
WCM Investment Management
6
WCM Investment Management
California
$1.21B -$85.3M -266,129 -6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$718M -$60.8M -189,633 -7%
State Street
8
State Street
Massachusetts
$715M -$35.9M -112,058 -4%
Artisan Partners
9
Artisan Partners
Wisconsin
$479M +$39.8M +124,306 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$421M -$8.65M -26,984 -2%
American Century Companies
11
American Century Companies
Missouri
$414M +$66.1M +206,203 +16%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$366M +$34.5M +107,681 +9%
Capital World Investors
13
Capital World Investors
California
$354M -$1.56M -4,856 -0.4%
Winslow Capital Management
14
Winslow Capital Management
Minnesota
$346M +$93.3M +291,285 +30%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$306M -$27.1M -84,454 -7%
Brown Advisory
16
Brown Advisory
Maryland
$301M -$42.2M -131,554 -11%
Morgan Stanley
17
Morgan Stanley
New York
$290M +$46.9M +146,212 +16%
Northern Trust
18
Northern Trust
Illinois
$267M -$14.6M -45,632 -4%
Citadel Advisors
19
Citadel Advisors
Florida
$264M +$301M +938,277 +3,212%
JP Morgan Chase
20
JP Morgan Chase
New York
$228M -$46.7M -145,599 -15%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$227M +$21.2M +66,283 +9%
Marshall Wace
22
Marshall Wace
United Kingdom
$221M +$114M +356,455 +79%
Bank of America
23
Bank of America
North Carolina
$213M +$5.24M +16,367 +2%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$207M -$36.9M -115,300 -13%
Legal & General Group
25
Legal & General Group
United Kingdom
$205M +$8.72M +27,220 +4%

LULU Hedge Fund Activity: Q2 2022 in Review

972 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2022, worth a combined $28.1B — down 25% from $37.7B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new LULU positions and 111 closed out — a net gain of 12 holders — while 345 added to existing stakes and 343 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $301M. The largest seller was T. Rowe Price Associates, cutting an estimated $877M.

  • 972 institutional investors held lululemon athletica (LULU) as of Q2 2022, down from 975 in Q1 2022.
  • Funds reported $28.1B of lululemon athletica stock for Q2 2022, down 25% quarter-over-quarter.
  • 123 funds opened new lululemon athletica positions in Q2 2022 and 111 closed out, a net change of +12 holders.
  • The largest lululemon athletica buyer in Q2 2022 was Citadel Advisors, an estimated $301M added.
  • The largest lululemon athletica seller in Q2 2022 was T. Rowe Price Associates, an estimated $877M sold.

Based on aggregated 13F filings for Q2 2022.