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Under Armour

438 hedge funds and large institutions have $3.89B invested in Under Armour in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 130 increasing their positions, 138 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $3.6B → $3.89B (+$284M)

0.38% less ownership

Funds ownership: 96.03%95.65% (-0.38%)

6% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 138

4% less funds holding

Funds holding: 455438 (-17)

11% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 73

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

61% less call options, than puts

Call options by funds: $72.9M | Put options by funds: $186M

Holders
438
Holders Change
-17
Holders Change %
-3.74%
% of All Funds
8.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
130
Reduced
138
Closed
73
Calls
$72.9M
Puts
$186M
Net Calls
-$113M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$532M -$28.8M -1,481,975 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$463M -$2.14M -110,380 -0.5%
BlackRock
3
BlackRock
New York
$271M +$431K +22,178 +0.2%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$233M -$117M -6,010,400 -36%
LPC
5
Lone Pine Capital
Connecticut
$194M +$174M +8,979,557 New
State Street
6
State Street
Massachusetts
$185M +$1.42M +73,008 +0.9%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$154M +$120K +6,186 +0.1%
N
8
Nuveen
North Carolina
$144M +$70.1M +3,612,322 +119%
Ameriprise
9
Ameriprise
Minnesota
$109M +$29.1M +1,500,903 +42%
American Century Companies
10
American Century Companies
Missouri
$98.4M -$204K -10,505 -0.2%
DGI
11
Disciplined Growth Investors
Minnesota
$97M +$44.2M +2,276,491 +103%
Franklin Resources
12
Franklin Resources
California
$76.7M -$4.88M -251,091 -7%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$74M -$21.7M -1,115,041 -25%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$72M -$1.5M -77,463 -2%
Goldman Sachs
15
Goldman Sachs
New York
$69.3M -$46M -2,371,143 -43%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$62.7M +$2.27M +116,688 +4%
FCM
17
Frontier Capital Management
Massachusetts
$50.5M +$18.2M +935,531 +67%
Norges Bank
18
Norges Bank
Norway
$49.7M +$3.23M +166,234 +8%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$48.4M +$5.64M +290,409 +15%
Northern Trust
20
Northern Trust
Illinois
$47.3M +$706K +36,339 +2%
Charles Schwab
21
Charles Schwab
California
$41.2M +$653K +33,645 +2%
Invesco
22
Invesco
Georgia
$32.6M +$2.52M +129,833 +9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$30.4M -$19.3M -995,455 -41%
Legal & General Group
24
Legal & General Group
United Kingdom
$28.6M +$165K +8,521 +0.6%
CS
25
Credit Suisse
Switzerland
$27M +$11.4M +587,655 +89%

UAA Hedge Fund Activity: Q4 2019 in Review

438 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Under Armour (UAA) for Q4 2019, worth a combined $3.89B — up 7.9% from $3.6B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of UAA and 65 opened new positions — a net loss of 8 holders — while 138 trimmed existing stakes and 130 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $174M. The largest seller was Adage Capital Partners, cutting an estimated $117M.

  • 438 institutional investors held Under Armour (UAA) as of Q4 2019, down from 455 in Q3 2019.
  • Funds reported $3.89B of Under Armour stock for Q4 2019, up 7.9% quarter-over-quarter.
  • 65 funds opened new Under Armour positions in Q4 2019 and 73 closed out, a net change of -8 holders.
  • The largest Under Armour buyer in Q4 2019 was Lone Pine Capital, an estimated $174M added.
  • The largest Under Armour seller in Q4 2019 was Adage Capital Partners, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2019.