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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 %
GT
676
Glenmede Trust
Pennsylvania
$804K +$338K +661 +73%
MFG
677
Merit Financial Group
Georgia
$797K +$419K +820 +111%
GWA
678
Gratus Wealth Advisors
Virginia
$792K +$792K +1,549 New
GRP
679
Global Retirement Partners
California
$789K -$230K -488 -23%
CAM
680
CenterStar Asset Management
Illinois
$787K +$787K +1,540 New
TA
681
TFG Advisers
Michigan
$784K +$1.53K +3 +0.2%
NP
682
NorthRock Partners
Minnesota
$782K +$360K +705 +86%
LNWWM
683
Laird Norton Wetherby Wealth Management
California
$780K +$74.1K +145 +11%
CWM
684
Congress Wealth Management
Massachusetts
$777K +$15.3K +30 +2%
IC
685
Inscription Capital
Texas
$773K +$38.3K +75 +5%
LNC
686
Lincoln National Corp
Pennsylvania
$771K +$123K +241 +19%
TYCC
687
Texas Yale Capital Corp
Florida
$767K +$11.2K +22 +1%
WAS
688
WESPAC Advisors SoCal
California
$765K +$115K +225 +18%
HCA
689
Harbour Capital Advisors
Virginia
$763K +$164K +330 +27%
APC
690
Aspire Private Capital
North Carolina
$760K +$760K +1,487 New
ES
691
Eagle Strategies
New York
$755K -$6.14K -12 -0.8%
KLCM
692
KG&L Capital Management
Louisiana
$754K -$51.6K -101 -6%
CFGS
693
Concourse Financial Group Securities
Alabama
$751K -$41.4K -81 -5%
RA
694
RFG Advisory
Alabama
$746K -$11.8K -23 -2%
BL
695
Balentine LLC
Georgia
$746K +$280K +548 +60%
VEA
696
Virtus ETF Advisers
New York
$742K -$255K -498 -26%
HAG
697
HighPoint Advisor Group
Illinois
$739K +$739K +1,900 New
FHA
698
Flagship Harbor Advisors
Massachusetts
$738K +$16.4K +32 +2%
SFS
699
Stiles Financial Services
Minnesota
$737K -$335K -655 -31%
OWA
700
Outlook Wealth Advisors
Texas
$731K +$731K +1,430 New
26 27
28
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