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lululemon athletica
LULU

Overview Fund Activity

971 hedge funds and large institutions have $37.7B invested in lululemon athletica in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 344 increasing their positions, 362 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
-76
Holders Change %
-7.26%
% of All Funds
15.37%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
107
Increased
344
Reduced
362
Closed
168
Calls
$1.53B
Puts
$1.26B
Net Calls
+$271M
Net Calls Change
-$914M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$185M
2
HL
Harding Loevner
New Jersey
+$162M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$139M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$118M
5
Select Equity Group
Select Equity Group
New York
+$86.7M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$358M
2
Morgan Stanley
Morgan Stanley
New York
-$317M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$288M
4
Capital World Investors
Capital World Investors
California
-$133M
5
Victory Capital Management
Victory Capital Management
Texas
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
501
AM Investment Strategies
Tennessee
$819K +$89.9K +246 +12%
1CP
502
17 Capital Partners
Arizona
$807K – – –
AWM
503
Avitas Wealth Management
California
$803K -$624K -1,707 -44%
PA
504
Parallel Advisors
California
$802K -$39.2K -104 -5%
SG
505
Stonnington Group
California
$789K -$385K -1,045 -33%
IC
506
IEQ Capital
California
$789K +$179K +491 +29%
PP
507
Prudential plc
United Kingdom
$774K +$774K +2,118 New
MOS
508
MGO One Seven
Ohio
$773K +$80K +219 +12%
MCC
509
Money Concepts Capital
Florida
$764K +$144K +393 +23%
CT
510
Columbia Trust
Oregon
$760K +$30.5K +78 +4%
LWM
511
Loveless Wealth Management
Montana
$756K -$11K -30 -1%
UB
512
UMB Bank
Missouri
$753K +$365 +1 +0%
HFP
513
Holistic Financial Partners
Indiana
$741K -$55.5K -152 -7%
OSAM
514
O'Shaughnessy Asset Management
Connecticut
$735K +$147K +403 +25%
USCWA
515
U.S. Capital Wealth Advisors
Texas
$730K +$2.92K +8 +0.4%
RSWM
516
Robertson Stephens Wealth Management
California
$730K +$187K +512 +34%
B
517
Brightworth
Georgia
$730K +$730K +2,000 New
IA
518
IndexIQ Advisors
New York
$727K -$5.85K -16 -0.8%
KeyBank National Association
519
KeyBank National Association
Ohio
$725K -$199K -546 -22%
SFS
520
Stiles Financial Services
Minnesota
$720K +$21.6K +59 +3%
AAM
521
Advisors Asset Management
Colorado
$717K -$199K -545 -22%
CPWA
522
Cerro Pacific Wealth Advisors
California
$706K +$23.7K +65 +3%
BWM
523
Bulltick Wealth Management
Florida
$695K +$250K +685 +56%
KCIA
524
Kingsbury Capital Investment Advisors
Illinois
$695K +$695K +1,902 New
RWB
525
RMR Wealth Builders
New Jersey
$686K +$686K +1,879 New
19 20
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