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lululemon athletica
LULU

Overview Fund Activity

1,180 hedge funds and large institutions have $41.1B invested in lululemon athletica in 2024 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 467 increasing their positions, 400 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-42
Holders Change %
-3.44%
% of All Funds
17.1%
Holding in Top 10
10
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-56.52%
% of All Funds
0.14%
New
138
Increased
467
Reduced
400
Closed
165
Calls
$2.29B
Puts
$2.97B
Net Calls
-$678M
Net Calls Change
+$43.4M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$396M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$230M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$196M
4
Franklin Resources
Franklin Resources
California
+$196M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$172M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$789M
2
Artisan Partners
Artisan Partners
Wisconsin
-$389M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$241M
4
Jennison Associates
Jennison Associates
New York
-$235M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
701
Congress Wealth Management
Massachusetts
$582K -$11.7K -30 -2%
HCA
702
Harbour Capital Advisors
Virginia
$580K +$378 +1 +0.1%
SSB
703
Sandy Spring Bank
Maryland
$577K +$125K +319 +28%
KCM
704
KRS Capital Management
Michigan
$574K -$46.1K -118 -7%
EF
705
Empowered Funds
Pennsylvania
$568K -$733K -1,876 -56%
HSA
706
HBK Sorce Advisory
Pennsylvania
$566K -$49.2K -126 -8%
Kovitz Investment Group Partners
707
Kovitz Investment Group Partners
Illinois
$564K +$564K +1,444 New
GWA
708
Gratus Wealth Advisors
Virginia
$564K +$25.4K +73 +5%
SFS
709
Stiles Financial Services
Minnesota
$563K – – –
LGA
710
Lebenthal Global Advisors
New York
$562K +$37.5K +96 +7%
TPCW
711
TD Private Client Wealth
New York
$560K +$108K +277 +24%
AAM
712
Advisors Asset Management
Colorado
$560K +$35.9K +92 +7%
FHA
713
Flagship Harbor Advisors
Massachusetts
$558K -$6.25K -16 -1%
IAIM
714
International Assets Investment Management
Florida
$555K +$37K +96 +7%
OIA
715
OneDigital Investment Advisors
Kansas
$554K +$3.91K +10 +0.7%
TCA
716
Transcend Capital Advisors
New Jersey
$548K -$9.77K -25 -2%
WA
717
Wealth Alliance
New York
$547K -$8.99K -23 -2%
Optiver Holding
718
Optiver Holding
Netherlands
$544K +$544K +1,392 New
1SB
719
1ST Source Bank
Indiana
$543K – – –
FP
720
Foundry Partners
Minnesota
$542K -$109K -280 -17%
GC
721
Grimes & Company
Massachusetts
$541K -$11.4M -29,247 -95%
WAG
722
Winthrop Advisory Group
Massachusetts
$540K -$14.5K -37 -3%
BC
723
Bridgefront Capital
Texas
$540K +$540K +1,383 New
CAG
724
Crestwood Advisors Group
Massachusetts
$538K +$12.9K +33 +2%
LHC
725
Little House Capital
Massachusetts
$535K +$179K +457 +50%
27 28
29
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