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lululemon athletica
LULU

Overview Fund Activity

850 hedge funds and large institutions have $35.5B invested in lululemon athletica in 2020 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 299 increasing their positions, 323 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+41
Holders Change %
+5.07%
% of All Funds
17.2%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.34%
New
128
Increased
299
Reduced
323
Closed
81
Calls
$1.45B
Puts
$1.49B
Net Calls
-$38.5M
Net Calls Change
-$32.5M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$243M
2
Morgan Stanley
Morgan Stanley
New York
+$191M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$154M
4
CG
Carmignac Gestion
France
+$141M
5
BlackRock
BlackRock
New York
+$139M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$938M
2
Jennison Associates
Jennison Associates
New York
-$424M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$284M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
5
Renaissance Technologies
Renaissance Technologies
New York
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
701
EPG Wealth Management
Georgia
$201K -$21.1K -64 -10%
OSAM
702
O'Shaughnessy Asset Management
Connecticut
$200K +$33.9K +103 +20%
TPWA
703
TRUE Private Wealth Advisors
Oregon
$194K +$32.8K +100 +20%
EI
704
Ellevest Inc
New York
$192K +$35K +106 +22%
TFS
705
TrustCore Financial Services
Tennessee
$188K -$59.7K -181 -24%
NSIM
706
North Star Investment Management
Illinois
$181K – – –
WT
707
Whittier Trust
California
$160K +$32.5K +99 +26%
HPC
708
HM Payson & Co
Maine
$152K +$152K +460 New
SFS
709
Sowell Financial Services
Arkansas
$145K -$360K -1,091 -71%
ETC
710
Exchange Traded Concepts
Oklahoma
$145K +$52.9K +161 +58%
RBC
711
Roble Belko & Company
Pennsylvania
$135K +$988 +3 +0.7%
T
712
TOBAM
France
$135K +$135K +410 New
Loomis, Sayles & Company
713
Loomis, Sayles & Company
Massachusetts
$131K +$46.1K +140 +54%
HFS
714
Hantz Financial Services
Michigan
$124K +$124K +376 New
RWA
715
Ropes Wealth Advisors
Massachusetts
$119K – – –
MHR
716
Matthew Hamilton Rosenberg
$117K – – –
PMFA
717
Plante Moran Financial Advisors
Michigan
$115K +$32.9K +100 +40%
FCH
718
Freestone Capital Holdings
Washington
$107K +$107K +326 New
BCWM
719
Bartlett & Co Wealth Management
Ohio
$105K – – –
BC
720
Bartlett & Co
Ohio
$105K – – –
AA
721
Ancora Advisors
Ohio
$104K – – –
Millennium Management
722
Millennium Management
New York
$100K +$98K +297,563 +4,506%
SMG
723
Spectrum Management Group
Indiana
$97K – – –
CWC
724
Carolinas Wealth Consulting
North Carolina
$92K +$50K +151 +119%
BWM
725
BNC Wealth Management
Oregon
$92K +$92K +279 New
27 28
29
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