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Under Armour

319 hedge funds and large institutions have $6.27B invested in Under Armour in 2013 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

67% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 27

32% more capital invested

Capital invested by funds: $4.76B → $6.27B (+$1.51B)

5% more funds holding

Funds holding: 304319 (+15)

5% more call options, than puts

Call options by funds: $203M | Put options by funds: $194M

3% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 112

8.14% less ownership

Funds ownership: 382.63%374.49% (-8.1%)

Holders
319
Holders Change
+15
Holders Change %
+4.93%
% of All Funds
10.34%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.16%
New
45
Increased
109
Reduced
112
Closed
27
Calls
$203M
Puts
$194M
Net Calls
+$9.6M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$992M +$170M +9,688,282 +24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$348M +$1.79M +102,192 +0.6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$333M +$15.8M +902,078 +6%
Wells Fargo
4
Wells Fargo
California
$328M -$19.1M -1,090,696 -6%
BAMCO Inc
5
BAMCO Inc
New York
$279M +$3.71M +211,700 +2%
WRF
6
Waddell & Reed Financial
Kansas
$208M -$71.1M -4,060,305 -28%
State Street
7
State Street
Massachusetts
$199M +$860K +49,134 +0.5%
Artisan Partners
8
Artisan Partners
Wisconsin
$184M -$14.6M -831,637 -8%
BIT
9
BlackRock Institutional Trust
California
$178M -$2.17M -123,989 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$169M -$14.1M -807,902 -9%
BFA
11
BlackRock Fund Advisors
California
$166M +$5.44M +310,786 +4%
Jennison Associates
12
Jennison Associates
New York
$157M +$139M +7,942,523 New
Franklin Resources
13
Franklin Resources
California
$147M -$4.18M -238,614 -3%
American Century Companies
14
American Century Companies
Missouri
$118M -$20.6M -1,178,091 -16%
Morgan Stanley
15
Morgan Stanley
New York
$107M +$68.2M +3,897,195 +255%
William Blair & Company
16
William Blair & Company
Illinois
$95M +$6.69M +382,218 +9%
RIM
17
Rainier Investment Management
Washington
$86.1M -$19.9M -1,137,578 -21%
BA
18
BlackRock Advisors
Delaware
$86.1M -$35.9M -2,050,476 -32%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$80M +$1.47M +84,161 +2%
GCM
20
Geneva Capital Management
Wisconsin
$78.1M -$21.8M -1,245,132 -24%
NFA
21
Nationwide Fund Advisors
Ohio
$75.1M +$25.3M +1,445,129 +61%
HCM
22
Holland Capital Management
Illinois
$69.6M +$1.62M +92,580 +3%
Northern Trust
23
Northern Trust
Illinois
$66M +$1.09M +62,323 +2%
AllianceBernstein
24
AllianceBernstein
Tennessee
$63.9M -$500K -28,578 -0.9%
JP Morgan Chase
25
JP Morgan Chase
New York
$55M -$3.61M -206,113 -7%

UAA Hedge Fund Activity: Q3 2013 in Review

319 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Under Armour (UAA) for Q3 2013, worth a combined $6.27B — up 32% from $4.76B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UAA positions and 27 closed out — a net gain of 18 holders — while 109 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $170M. The largest seller was Invesco, cutting an estimated $84.4M.

  • 319 institutional investors held Under Armour (UAA) as of Q3 2013, up from 304 in Q2 2013.
  • Funds reported $6.27B of Under Armour stock for Q3 2013, up 32% quarter-over-quarter.
  • 45 funds opened new Under Armour positions in Q3 2013 and 27 closed out, a net change of +18 holders.
  • The largest Under Armour buyer in Q3 2013 was Fidelity Investments, an estimated $170M added.
  • The largest Under Armour seller in Q3 2013 was Invesco, an estimated $84.4M sold.

Based on aggregated 13F filings for Q3 2013.