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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 %
SCM
651
Semanteon Capital Management
Massachusetts
$895K +$895K +1,750 New
DAS
652
Dynamic Advisor Solutions
Arizona
$892K +$65.8K +134 +8%
SIA
653
Strategic Investment Advisors
Michigan
$891K +$891K +1,743 New
SAG
654
SageView Advisory Group
California
$888K +$888K +1,844 New
KA
655
Kintegral Advisory
New York
$887K -$5.62K -11 -0.6%
VFA
656
Valeo Financial Advisors
Indiana
$882K +$186K +363 +27%
ARG
657
Advisory Resource Group
Oklahoma
$877K -$92K -180 -9%
PCP
658
Pacific Capital Partners
$872K -$255K -499 -23%
HWM
659
HB Wealth Management
Georgia
$871K +$85.9K +168 +11%
LSAG
660
Lake Street Advisors Group
New Hampshire
$871K +$871K +1,703 New
IWC
661
Integrated Wealth Concepts
Massachusetts
$859K +$110K +215 +15%
EWM
662
EPG Wealth Management
Georgia
$858K +$35.6K +78 +4%
PVI
663
Pine Valley Investments
New Jersey
$855K -$23K -45 -3%
FP
664
Foundry Partners
Minnesota
$852K – – –
KWM
665
Kingsview Wealth Management
Oregon
$852K +$53.7K +105 +7%
SW
666
SteelPeak Wealth
California
$844K -$51.1K -100 -6%
MA
667
Montag & Associates
Georgia
$842K +$34.3K +67 +4%
PWP
668
Perfromance Wealth Partners
Illinois
$841K -$38.3K -75 -4%
WBC
669
Westpac Banking Corp
Australia
$835K -$989K -1,934 -54%
FTDI
670
First Trust Direct Indexing
Massachusetts
$826K +$280K +548 +51%
RCM
671
Riverpark Capital Management
New York
$825K – – –
KCM
672
KRS Capital Management
Michigan
$812K -$69K -135 -8%
HSA
673
HBK Sorce Advisory
Pennsylvania
$806K -$26.1K -51 -3%
CMI
674
Clare Market Investments
Texas
$805K +$77.7K +152 +11%
AWM
675
Avitas Wealth Management
California
$804K -$5.62K -11 -0.7%
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