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lululemon athletica
LULU

Overview Fund Activity

359 hedge funds and large institutions have $8.7B invested in lululemon athletica in 2016 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 115 increasing their positions, 117 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+23
Holders Change %
+6.85%
% of All Funds
9.58%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
81
Increased
115
Reduced
117
Closed
55
Calls
$312M
Puts
$363M
Net Calls
-$50.8M
Net Calls Change
-$43.6M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$105M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$84.5M
3
WRF
Waddell & Reed Financial
Kansas
$70.6M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$48.6M
5
Select Equity Group
Select Equity Group
New York
$47.9M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$351M
2
MNA
Manning & Napier Advisors
New York
$554M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
Citadel Advisors
Citadel Advisors
Florida
$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
326
Perigon Wealth Management
California
$14K +$14K +200 New
CG
327
Cutler Group
California
$13K -$592K -9,100 -98%
TCM
328
Tradewinds Capital Management
Washington
$13K – – –
QCG
329
Quadrant Capital Group
Ohio
$12K -$519 -9 -4%
VIA
330
Vantage Investment Advisors
Pennsylvania
$12K – – –
SWA
331
Sutton Wealth Advisors
Florida
$11.8K +$11.8K +174 New
OC
332
Oakworth Capital
Alabama
$11K – – –
WTC
333
WhitTier Trust Company
Nevada
$11K +$11K +165 New
HIIFS
334
Harel Insurance Investments & Financial Services
Israel
$10K – – –
VCM
335
Versant Capital Management
Arizona
$10K +$446 +7 +5%
JFA
336
JNBA Financial Advisors
Minnesota
$10K +$3.33K +50 +50%
ACM
337
Armbruster Capital Management
New York
$9K +$9K +140 New
FHA
338
First Horizon Advisors
Tennessee
$9K +$9K +150 New
CBT
339
Central Bank & Trust
Kentucky
$8K – – –
EWM
340
Edge Wealth Management
New York
$7K -$5.73K -90 -45%
PMFA
341
Plante Moran Financial Advisors
Michigan
$7K – – –
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
FNBT
343
FineMark National Bank & Trust
Florida
$7K – – –
GWM
344
Gupta Wealth Management
California
$7K – – –
MCM
345
Manchester Capital Management
Vermont
$7K – – –
WAM
346
Wealthspire Advisors (Maryland)
Maryland
$7K +$7K +100 New
AIM
347
Acrospire Investment Management
Illinois
$7K +$7K +100 New
BAM
348
Barrett Asset Management
New York
$6K +$6K +85 New
AssetMark Inc
349
AssetMark Inc
California
$5K -$32.6K -496 -87%
WTB
350
Washington Trust Bank
Washington
$5K -$3.75K -60 -43%
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