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Under Armour

458 hedge funds and large institutions have $2.73B invested in Under Armour in 2018 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $2.12B → $2.73B (+$616M)

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

10.9% more ownership

Funds ownership: 79.42%90.32% (+11%)

3% more funds holding

Funds holding: 446458 (+12)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

63% less call options, than puts

Call options by funds: $104M | Put options by funds: $279M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
10.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
70
Increased
121
Reduced
146
Closed
55
Calls
$104M
Puts
$279M
Net Calls
-$175M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$408M +$310M +19,799,221 +384%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$356M -$10.7M -686,213 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$303M +$2.11M +134,635 +0.7%
BlackRock
4
BlackRock
New York
$194M +$4.7M +300,035 +3%
State Street
5
State Street
Massachusetts
$112M -$4.06M -259,286 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$87.3M +$51.6M +3,300,596 +162%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$87.2M +$2.85M +181,971 +4%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$80.5M +$44.5M +2,841,635 +137%
Alyeska Investment Group
9
Alyeska Investment Group
Illinois
$77.9M +$74.6M +4,765,898 New
BAMCO Inc
10
BAMCO Inc
New York
$55.5M -$5.05M -323,006 -9%
AP
11
Antipodes Partners
Australia
$54.6M +$24.4M +1,556,958 +87%
Goldman Sachs
12
Goldman Sachs
New York
$41.3M -$152K -9,706 -0.4%
Bank of America
13
Bank of America
North Carolina
$38.2M +$6.2M +396,305 +20%
DGI
14
Disciplined Growth Investors
Minnesota
$36.7M -$935K -59,749 -3%
Northern Trust
15
Northern Trust
Illinois
$33M -$1.27M -80,956 -4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$32.8M +$1.91M +122,050 +6%
Morgan Stanley
17
Morgan Stanley
New York
$31.8M -$102M -6,535,283 -77%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$30.1M -$1.17M -75,068 -4%
AC
19
Armistice Capital
New York
$24.9M +$1.88M +120,000 +9%
Wells Fargo
20
Wells Fargo
California
$22.6M +$501K +32,004 +2%
Barclays
21
Barclays
United Kingdom
$20.2M -$709K -45,332 -4%
Charles Schwab
22
Charles Schwab
California
$19.5M +$1.05M +67,098 +6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$19.3M -$19.1M -1,223,609 -51%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$19.3M -$709K -45,315 -4%
Renaissance Technologies
25
Renaissance Technologies
New York
$19.1M +$18.3M +1,168,200 New

UAA Hedge Fund Activity: Q1 2018 in Review

458 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Under Armour (UAA) for Q1 2018, worth a combined $2.73B — up 29% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new UAA positions and 55 closed out — a net gain of 15 holders — while 121 added to existing stakes and 146 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $310M. The largest seller was Morgan Stanley, cutting an estimated $102M.

  • 458 institutional investors held Under Armour (UAA) as of Q1 2018, up from 446 in Q4 2017.
  • Funds reported $2.73B of Under Armour stock for Q1 2018, up 29% quarter-over-quarter.
  • 70 funds opened new Under Armour positions in Q1 2018 and 55 closed out, a net change of +15 holders.
  • The largest Under Armour buyer in Q1 2018 was Wellington Management Group, an estimated $310M added.
  • The largest Under Armour seller in Q1 2018 was Morgan Stanley, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2018.