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lululemon athletica
LULU

Overview Fund Activity

971 hedge funds and large institutions have $37.7B invested in lululemon athletica in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 344 increasing their positions, 362 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
-76
Holders Change %
-7.26%
% of All Funds
15.37%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
107
Increased
344
Reduced
362
Closed
168
Calls
$1.53B
Puts
$1.26B
Net Calls
+$271M
Net Calls Change
-$914M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$185M
2
HL
Harding Loevner
New Jersey
+$162M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$139M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$118M
5
Select Equity Group
Select Equity Group
New York
+$86.7M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$358M
2
Morgan Stanley
Morgan Stanley
New York
-$317M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$288M
4
Capital World Investors
Capital World Investors
California
-$133M
5
Victory Capital Management
Victory Capital Management
Texas
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
JE
726
JMAC Enterprises
Pennsylvania
$254K – – –
SCA
727
Sage Capital Advisors
South Dakota
$251K – – –
SDAM
728
Shulman DeMeo Asset Management
New York
$251K +$33.3K +91 +15%
IC
729
Inverness Counsel
New York
$246K – – –
CGH
730
Crossmark Global Holdings
Texas
$245K -$810K -2,222 -77%
WFG
731
Wills Financial Group
Virginia
$245K +$18.2K +50 +8%
RC
732
RegentAtlantic Capital
New Jersey
$240K +$7.67K +21 +3%
FFL
733
Future Fund LLC
Illinois
$239K -$23K -63 -9%
MA
734
Montag & Associates
Georgia
$237K – – –
PFG
735
PAX Financial Group
Texas
$236K -$122K -334 -34%
WAM
736
Weatherly Asset Management
California
$236K – – –
WAP
737
Wealthcare Advisory Partners
Pennsylvania
$235K +$731 +2 +0.3%
ACA
738
Aptus Capital Advisors
Alabama
$234K +$234K +640 New
JSP
739
Jackson Square Partners
California
$233K +$23.4K +64 +11%
OWA
740
Opal Wealth Advisors
New York
$232K -$3.66K -10 -2%
PWP
741
Pursue Wealth Partners
California
$232K – – –
DFA
742
Delta Financial Advisors
Louisiana
$230K – – –
AIA
743
Avalon Investment & Advisory
Texas
$227K +$5.11K +14 +2%
WAAG
744
Wealth Alliance Advisory Group
Kansas
$226K – – –
OPS
745
Orion Portfolio Solutions
Nebraska
$226K +$729 +2 +0.3%
CW
746
CreativeOne Wealth
Kansas
$222K -$1.2M -3,268 -84%
LFAS
747
Level Four Advisory Services
Texas
$220K -$96.7K -265 -31%
RWA
748
River Wealth Advisors
Pennsylvania
$219K – – –
GWM
749
Greenhouse Wealth Management
Connecticut
$219K – – –
CAG
750
Csenge Advisory Group
Florida
$219K +$219K +599 New
28 29
30
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