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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
GSC
501
Ground Swell Capital
South Carolina
$897K +$995K +3,209 New
CIG
502
Consolidated Investment Group
Colorado
$895K
IC
503
IEQ Capital
California
$893K -$66.3K -214 -6%
Mercer Global Advisors
504
Mercer Global Advisors
Colorado
$885K +$105K +340 +12%
ONB
505
Old National Bancorp
Indiana
$884K -$228K -734 -19%
SMH
506
Sanders Morris Harris
Texas
$879K
FA
507
FDx Advisors
Illinois
$877K -$225K -725 -19%
LOIM
508
Liberty One Investment Management
Illinois
$853K +$28.2K +91 +3%
WPW
509
Waldron Private Wealth
Pennsylvania
$845K +$48.7K +157 +5%
HCM
510
Helios Capital Management
Singapore
$839K
VI
511
Versor Investments
New York
$838K +$929K +2,997 New
AFC
512
AFT Forsyth & Company
Florida
$818K
DIA
513
Dana Investment Advisors
Wisconsin
$812K -$245K -790 -21%
ACM
514
Ascendant Capital Management
California
$811K
EA
515
Emerald Advisers
Pennsylvania
$810K -$6.82K -22 -0.8%
CP
516
Covenant Partners
Tennessee
$807K -$55.2K -178 -6%
ETC
517
Exchange Traded Concepts
Oklahoma
$803K -$5.58K -18 -0.6%
Ensign Peak Advisors
518
Ensign Peak Advisors
Utah
$799K -$184K -595 -17%
KWM
519
Kingsview Wealth Management
Oregon
$797K -$148K -477 -14%
TC
520
Telemus Capital
Michigan
$796K -$80K -258 -8%
SWM
521
Spire Wealth Management
Virginia
$789K -$666K -2,148 -43%
BRWA
522
B. Riley Wealth Advisors
Florida
$787K +$280K +904 +47%
1CP
523
17 Capital Partners
Arizona
$784K
NL
524
NVWM LLC
Pennsylvania
$780K +$123K +397 +17%
DWM
525
Dorchester Wealth Management
Quebec, Canada
$769K -$89.9K -290 -10%

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.