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
VFA
626
Voya Financial Advisors
Connecticut
$417K +$27.9K +90 +7%
IFWM
627
Institute for Wealth Management
Colorado
$416K -$1.86K -6 -0.4%
RSWM
628
Robertson Stephens Wealth Management
California
$415K
FHA
629
Flagship Harbor Advisors
Massachusetts
$413K -$27K -87 -6%
TYCC
630
Texas Yale Capital Corp
Florida
$413K -$4.65K -15 -1%
TA
631
TFG Advisers
Michigan
$412K +$23.6K +76 +5%
TCA
632
Transcend Capital Advisors
New Jersey
$410K +$9.61K +31 +2%
ARG
633
Advisory Resource Group
Oklahoma
$406K +$450K +1,453 New
LHC
634
Little House Capital
Massachusetts
$405K +$150K +484 +50%
GC
635
GFG Capital
Florida
$403K
OPPTF
636
OPSEU Pension Plan Trust Fund
Ontario, Canada
$400K +$1.55K +5 +0.4%
BPA
637
Beacon Pointe Advisors
California
$397K +$61.1K +197 +16%
HC
638
Henshaw Capital
Massachusetts
$390K +$433K +1,396 New
MYAM
639
Meiji Yasuda Asset Management
Japan
$389K -$43.1K -139 -9%
WP
640
WealthSource Partners
California
$389K -$8.99K -29 -2%
PWA
641
Phoenix Wealth Advisors
North Carolina
$383K -$15.8K -51 -4%
CG
642
Carmignac Gestion
France
$382K -$1.6M -5,162 -79%
IG
643
ING Group
Netherlands
$380K -$653K -2,105 -61%
WA
644
Wealth Alliance
New York
$380K +$55.8K +180 +15%
SS
645
Simplicity Solutions
Minnesota
$379K +$91.2K +294 +28%
FRM
646
Fox Run Management
Connecticut
$379K +$420K +1,354 New
TCM
647
Teza Capital Management
Illinois
$379K +$420K +1,354 New
AWA
648
Alta Wealth Advisors
Massachusetts
$378K +$8.37K +27 +2%
PFWA
649
Paces Ferry Wealth Advisors
Georgia
$366K
NAMP
650
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$366K +$14K +45 +4%

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.