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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 %
IAA
626
Independent Advisor Alliance
North Carolina
$1M +$301K +588 +43%
GAG
627
GM Advisory Group
New York
$993K – – –
GIA
628
Gladstone Institutional Advisory
Florida
$988K -$46.5K -91 -4%
JWCA
629
J.W. Cole Advisors
Florida
$983K -$279K -545 -22%
CT
630
Columbia Trust
Oregon
$973K +$111K +217 +13%
WI
631
Wahed Invest
New York
$970K +$77.7K +152 +9%
BFEC
632
Benjamin F. Edwards & Company
Missouri
$970K +$854K +1,671 +736%
MC
633
Maverick Capital
Texas
$966K +$966K +1,890 New
HFP
634
Holistic Financial Partners
Indiana
$954K -$77.2K -151 -7%
CD
635
Chapin Davis
Maryland
$950K +$950K +1,859 New
PAI
636
Pittenger & Anderson Inc
Nebraska
$949K +$643K +1,258 +210%
SS
637
Simplicity Solutions
Minnesota
$946K +$39.9K +78 +4%
BFG
638
Bleakley Financial Group
New Jersey
$946K +$39.9K +78 +4%
SIA
639
Schear Investment Advisers
Ohio
$943K +$2.05K +4 +0.2%
EH
640
Equitable Holdings
New York
$939K +$243K +475 +35%
LSPW
641
Lake Street Private Wealth
Illinois
$930K -$511 -1 -0.1%
CLOS
642
Compagnie Lombard Odier SCmA
Switzerland
$920K +$256K +500 +38%
KIA
643
Knollwood Investment Advisory
Maryland
$919K +$919K +1,797 New
OAM
644
Ostrum Asset Management
France
$916K -$85.4K -167 -9%
SI
645
Seeds Investor
New York
$916K +$916K +1,792 New
VFA
646
Voya Financial Advisors
Connecticut
$910K +$310K +608 +52%
M1FG
647
Mach-1 Financial Group
Arkansas
$907K +$189K +369 +26%
DC
648
Davenport & Co
Virginia
$904K -$78.2K -153 -8%
VSQM
649
V-Square Quantitative Management
Illinois
$903K +$510K +997 +129%
CNAM
650
Campbell Newman Asset Management
Wisconsin
$902K +$4.6K +9 +0.5%
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