We are live on ! Find out more
LULU icon

lululemon athletica

976 hedge funds and large institutions have $29.3B invested in lululemon athletica in 2022 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 323 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $2.07B | Put options by funds: $1.11B

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

17% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 323

1.4% more ownership

Funds ownership: 84.58%85.98% (+1.4%)

4% more capital invested

Capital invested by funds: $28.1B → $29.3B (+$1.23B)

0% more funds holding

Funds holding: 972976 (+4)

Holders
976
Holders Change
+4
Holders Change %
+0.41%
% of All Funds
16.81%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
100
Increased
377
Reduced
323
Closed
81
Calls
$2.07B
Puts
$1.11B
Net Calls
+$954M
Net Calls Change
+$547M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
426
Gotham Asset Management
New York
$1.45M +$748K +2,414 +87%
MCC
427
Money Concepts Capital
Florida
$1.43M +$957K +3,086 +151%
CWMU
428
Caliber Wealth Management (Utah)
Utah
$1.38M +$17.4K +56 +1%
RMC
429
Resources Management Corp
Connecticut
$1.38M +$45.9K +148 +3%
PCM
430
Prelude Capital Management
New York
$1.38M +$1.53M +4,921 New
SSA
431
Schonfeld Strategic Advisors
New York
$1.37M +$1M +3,241 +193%
AWS
432
Atria Wealth Solutions
New York
$1.37M +$624K +2,013 +70%
E
433
Ergoteles
New York
$1.37M -$9.78M -31,546 -87%
CAM
434
CenterStar Asset Management
Illinois
$1.36M
RFM
435
Royal Fund Management
Florida
$1.36M +$183K +589 +14%
AHC
436
Adell Harriman & Carpenter
Texas
$1.36M +$295K +950 +24%
MIP
437
Marietta Investment Partners
Wisconsin
$1.32M -$67.3K -217 -5%
JSP
438
Jackson Square Partners
California
$1.31M -$183K -590 -11%
DWM
439
Dakota Wealth Management
Florida
$1.31M +$638K +2,058 +78%
MHS
440
M Holdings Securities
Oregon
$1.31M +$33.2K +107 +2%
EI
441
Ethic Inc
New York
$1.31M +$18.9K +61 +1%
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$1.31M +$658K +2,121 +83%
SW
443
SlateStone Wealth
Florida
$1.3M +$171K +552 +13%
AWM
444
AE Wealth Management
Kansas
$1.28M +$627K +2,021 +79%
PCA
445
Pallas Capital Advisors
Massachusetts
$1.28M +$55.8K +180 +5%
PWLP
446
Prio Wealth Limited Partnership
Massachusetts
$1.28M
WAC
447
William Allan Corp
Colorado
$1.25M +$50.5K +163 +4%
VWA
448
V Wealth Advisors
Kansas
$1.23M -$82.8K -267 -6%
QCM
449
Quantinno Capital Management
New York
$1.23M +$85.6K +276 +7%
OF
450
Outfitter Financial
Maine
$1.19M -$3.1K -10 -0.2%

LULU Hedge Fund Activity: Q3 2022 in Review

976 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2022, worth a combined $29.3B — up 4.4% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new LULU positions and 81 closed out — a net gain of 19 holders — while 377 added to existing stakes and 323 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $166M. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 976 institutional investors held lululemon athletica (LULU) as of Q3 2022, up from 972 in Q2 2022.
  • Funds reported $29.3B of lululemon athletica stock for Q3 2022, up 4.4% quarter-over-quarter.
  • 100 funds opened new lululemon athletica positions in Q3 2022 and 81 closed out, a net change of +19 holders.
  • The largest lululemon athletica buyer in Q3 2022 was VOYA Investment Management, an estimated $166M added.
  • The largest lululemon athletica seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.