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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 %
TCA
701
Transcend Capital Advisors
New Jersey
$730K -$4.09K -8 -0.6%
LAM
702
LifePro Asset Management
California
$729K -$560K -1,095 -43%
WA
703
Wealth Alliance
New York
$728K -$9.2K -18 -1%
CB
704
CNB Bank
Pennsylvania
$726K +$6.14K +12 +0.9%
WAG
705
Winthrop Advisory Group
Massachusetts
$726K +$726K +1,420 New
TC
706
Telemus Capital
Michigan
$720K -$24.5K -48 -3%
AM
707
AGF Management
Ontario, Canada
$720K -$411K -803 -36%
OIA
708
OneDigital Investment Advisors
Kansas
$720K -$63.9K -125 -8%
SCM
709
Stevens Capital Management
Pennsylvania
$711K +$711K +1,391 New
1SB
710
1ST Source Bank
Indiana
$711K – – –
TFS
711
Thoroughbred Financial Services
Tennessee
$701K – – –
IAIM
712
International Assets Investment Management
Florida
$688K +$2.56K +5 +0.4%
CC
713
Cipher Capital
New York
$687K +$28.6K +56 +4%
CAG
714
Crestwood Advisors Group
Massachusetts
$687K -$12.8K -25 -2%
LGA
715
Lebenthal Global Advisors
New York
$687K +$687K +1,343 New
AAM
716
Advisors Asset Management
Colorado
$686K -$1.84M -3,603 -73%
MCC
717
Malaga Cove Capital
California
$683K -$4.09K -8 -0.6%
PWM
718
Perigon Wealth Management
California
$679K +$246K +481 +57%
UB
719
UMB Bank
Missouri
$676K +$20.5K +40 +3%
MYAM
720
Meiji Yasuda Asset Management
Japan
$667K +$5.11K +10 +0.8%
CG
721
Caprock Group
Idaho
$664K +$155K +304 +31%
PFG
722
Prosperity Financial Group
California
$664K +$61.4K +120 +10%
BCM
723
Buckhead Capital Management
Georgia
$654K – – –
QC
724
Quent Capital
New York
$652K +$17.9K +35 +3%
TC
725
TownSquare Capital
Utah
$650K +$61.9K +121 +11%
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