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lululemon athletica
LULU

Overview Fund Activity

302 hedge funds and large institutions have $6.9B invested in lululemon athletica in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+10
Holders Change %
+3.42%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
61
Increased
112
Reduced
95
Closed
46
Calls
$432M
Puts
$505M
Net Calls
-$73.1M
Net Calls Change
-$74.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$565M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$335M
3
TCM
Tiger Consumer Management
New York
$76.2M
4
HMP
HS Management Partners
New York
$69.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$83M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$206M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
3
MCM
Marsico Capital Management
Colorado
$217M
4
UBS AM
UBS AM
Illinois
$123M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFSC
276
Peoples Financial Services Corp
Pennsylvania
$12K +$12K +200 New
S
277
SignatureFD
Georgia
$12K +$12K +200 New
OC
278
Oakworth Capital
Alabama
$9K +$9K +156 New
TF
279
Tompkins Financial
New York
$8K +$8K +133 New
DIA
280
Denver Investment Advisors
Colorado
$6.74K -$181 -3,070 -3%
WA
281
WFG Advisors
Texas
$6K -$12.7K -223 -68%
MCM
282
Manchester Capital Management
Vermont
$6K – – –
ECM
283
Exchange Capital Management
Michigan
$6K – – –
QAM
284
QCI Asset Management
New York
$6K – – –
PMFA
285
Plante Moran Financial Advisors
Michigan
$6K – – –
JFA
286
JNBA Financial Advisors
Minnesota
$6K – – –
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.5K +25 +33%
TWA
288
TCI Wealth Advisors
Arizona
$6K +$6K +100 New
BFEC
289
Benjamin F. Edwards & Company
Missouri
$6K +$6K +100 New
FAM
290
Formidable Asset Management
Ohio
$6K +$6K +118 New
FHA
291
First Horizon Advisors
Tennessee
$5K -$91.9K -1,471 -95%
VIA
292
Vantage Investment Advisors
Pennsylvania
$5K +$5K +86 New
LWCFA
293
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$5K +91 New
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$4K -$4K -76 -50%
AC
295
Alexandria Capital
Virginia
$4K – – –
ASN
296
Advisory Services Network
Georgia
$4K +$4K +66 New
TDC
297
Thompson Davis & Co
Virginia
$4K +$4K +75 New
HCC
298
Hirtle Callaghan & Co
Pennsylvania
$2K – – –
RFA
299
Reilly Financial Advisors
California
$2K – – –
WEC
300
Winslow Evans & Crocker
Massachusetts
$2K +$2K +37 New
10 11
12
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