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lululemon athletica
LULU

Overview Fund Activity

735 hedge funds and large institutions have $24.3B invested in lululemon athletica in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 233 increasing their positions, 245 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+81
Holders Change %
+12.39%
% of All Funds
14.51%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.38%
New
158
Increased
233
Reduced
245
Closed
63
Calls
$882M
Puts
$1.13B
Net Calls
-$245M
Net Calls Change
-$74M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.48B
2
WCM Investment Management
WCM Investment Management
California
$763M
3
Jane Street
Jane Street
New York
$176M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$140M
5
Federated Hermes
Federated Hermes
Pennsylvania
$181M

Top Sellers

1
AI
Advent International
Massachusetts
$0
2
Jennison Associates
Jennison Associates
New York
$1.87B
3
Invesco
Invesco
Georgia
$117M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$109M
5
MCM
Melvin Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
701
HighMark Wealth Management
Minnesota
$6K +$6K +27 New
JSC
702
Jackson Square Capital
California
$6K +$6K +28 New
ZB
703
Zions Bancorporation
Utah
$5K – – –
SIS
704
Sound Income Strategies
Florida
$5K – – –
SWM
705
Selective Wealth Management
Virginia
$5K – – –
DTIM
706
Danda Trouve Investment Management
Kansas
$5K +$5K +20 New
LWM
707
Lenox Wealth Management
Ohio
$5K +$5K +20 New
TSW
708
Thompson Siegel & Walmsley
Virginia
$5K +$5K +20 New
BGIM
709
Brandywine Global Investment Management
Pennsylvania
$4K -$9.65K -41 -71%
TJHA
710
Thomas J. Herzfeld Advisors
Florida
$4K -$7.56K -34 -65%
TPWA
711
TRUE Private Wealth Advisors
Oregon
$4K +$4K +18 New
LC
712
Lindbrook Capital
California
$3K – – –
FANJ
713
Financial Architects (New Jersey)
New Jersey
$3K – – –
CBT
714
Capital Bank & Trust
California
$3K – – –
ADL
715
Asset Dedication LLC
California
$3K +$3K +15 New
MIM
716
Macroview Investment Management
Maryland
$3K +$3K +15 New
GFPC
717
Global Financial Private Capital
Florida
$2K -$4.8K -24 -71%
PB
718
Pinnacle Bancorp
Nebraska
$2K – – –
CHA
719
Carmichael Hill & Associates
Maryland
$2K +$2K +9 New
WCM
720
Wealthcare Capital Management
Virginia
$2K +$2K +10 New
BG
721
Bollard Group
Massachusetts
$1K -$99K -495 -99%
HGWM
722
Harvest Group Wealth Management
Massachusetts
$1K – – –
PWP
723
Personal Wealth Partners
Minnesota
$1K – – –
LWANC
724
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
TWA
725
TCI Wealth Advisors
Arizona
$1K – – –
27 28
29
30 31