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lululemon athletica
LULU

Overview Fund Activity

1,222 hedge funds and large institutions have $56B invested in lululemon athletica in 2023 Q4 according to their latest regulatory filings, with 261 funds opening new positions, 423 increasing their positions, 374 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
+144
Holders Change %
+13.36%
% of All Funds
17.91%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.34%
New
261
Increased
423
Reduced
374
Closed
103
Calls
$2.9B
Puts
$3.62B
Net Calls
-$722M
Net Calls Change
-$436M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.21B
2
State Street
State Street
Massachusetts
+$1.11B
3
Morgan Stanley
Morgan Stanley
New York
+$1.07B
4
BlackRock
BlackRock
New York
+$699M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$466M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$491M
2
Jennison Associates
Jennison Associates
New York
-$428M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$299M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$295M
5
Artisan Partners
Artisan Partners
Wisconsin
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
401
Credit Agricole
France
$3.45M +$1.45M +2,845 +73%
DJSG
402
D.J. St. Germain
Massachusetts
$3.35M – – –
SW
403
SlateStone Wealth
Florida
$3.33M +$61.9K +121 +2%
MIP
404
Marietta Investment Partners
Wisconsin
$3.33M +$102K +199 +3%
WS
405
Wedbush Securities
California
$3.3M +$403K +788 +14%
BMSSC
406
B. Metzler seel. Sohn & Co
Germany
$3.28M -$1.78M -3,474 -35%
EAM
407
Erste Asset Management
Austria
$3.28M – – –
SI
408
Symmetry Investments
Jersey
$3.26M +$3.26M +6,384 New
WCM Investment Management
409
WCM Investment Management
California
$3.24M +$3.24M +6,366 New
PWS
410
Peterson Wealth Services
Utah
$3.24M +$83.8K +164 +3%
CA
411
Cullinan Associates
Kentucky
$3.23M -$77.2K -151 -2%
SCM
412
Shorepath Capital Management
Utah
$3.23M +$3.23M +6,310 New
Fisher Asset Management
413
Fisher Asset Management
Washington
$3.22M +$185K +361 +6%
TVWM
414
Tower View Wealth Management
Wisconsin
$3.22M +$3.58K +7 +0.1%
HHGC
415
Hunting Hill Global Capital
New York
$3.21M – – –
MBI
416
Montrusco Bolton Investments
Quebec, Canada
$3.16M -$29.7K -58 -0.9%
EFM
417
E Fund Management
China
$3.12M -$482K -942 -13%
WR
418
WD Rutherford
Oregon
$3.09M -$55.4K -115 -2%
NMERB
419
New Mexico Educational Retirement Board
New Mexico
$3.07M +$3.07M +6,000 New
Verition Fund Management
420
Verition Fund Management
Connecticut
$3.07M +$1.68M +3,291 +122%
AWS
421
Atria Wealth Solutions
New York
$3.06M +$122K +238 +4%
CIBC Private Wealth Group
422
CIBC Private Wealth Group
Georgia
$3.04M +$809K +1,583 +36%
AGA
423
Accuvest Global Advisors
Utah
$3.02M -$359K -703 -11%
BBWA
424
Bell & Brown Wealth Advisors
California
$3.02M +$3.02M +5,908 New
SAM
425
Shell Asset Management
Netherlands
$2.99M -$763K -1,492 -20%
15 16
17
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