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lululemon athletica
LULU

Overview Fund Activity

1,078 hedge funds and large institutions have $40.8B invested in lululemon athletica in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 433 increasing their positions, 338 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,078
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
17.19%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.35%
New
95
Increased
433
Reduced
338
Closed
85
Calls
$1.86B
Puts
$2.14B
Net Calls
-$286M
Net Calls Change
+$34M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$412M
2
Morgan Stanley
Morgan Stanley
New York
+$169M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$120M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$102M
5
Capital World Investors
Capital World Investors
California
+$84.8M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$245M
2
Man Group
Man Group
United Kingdom
-$199M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$159M
4
Jane Street
Jane Street
New York
-$150M
5
DCP
D1 Capital Partners
New York
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
726
First Horizon Advisors
Tennessee
$403K -$1.16K -3 -0.3%
LHC
727
Little House Capital
Massachusetts
$399K -$300K -777 -43%
OTL
728
Oak Thistle LLC
New York
$398K +$16.6K +43 +4%
CFG
729
Citizens Financial Group
Rhode Island
$394K +$394K +1,022 New
SDWMA
730
Schneider Downs Wealth Management Advisors
Pennsylvania
$391K – – –
AFS
731
Annapolis Financial Services
Maryland
$386K – – –
CP
732
Cumberland Partners
Ontario, Canada
$386K +$386K +1,000 New
CG
733
Caprock Group
Idaho
$384K +$118K +306 +44%
CWA
734
Canvas Wealth Advisors
Kansas
$382K -$27.7K -70 -7%
EAM
735
Eschler Asset Management
United Kingdom
$377K +$377K +977 New
KA
736
Kozak & Associates
Colorado
$374K +$12.9K +35 +4%
WP
737
WealthSource Partners
California
$372K – – –
AWA
738
Alta Wealth Advisors
Massachusetts
$364K -$23.1K -60 -6%
CCP
739
Carmel Capital Partners
California
$364K – – –
HCM
740
Hollencrest Capital Management
California
$362K -$19.3K -50 -5%
GWM
741
Geneos Wealth Management
Colorado
$360K +$11.2K +29 +3%
WWM
742
Western Wealth Management
Colorado
$357K +$17.4K +45 +5%
CMBA
743
C.M. Bidwell & Associates
Hawaii
$354K -$1.93K -5 -0.5%
PCS
744
Personal CFO Solutions
New Jersey
$352K -$8.1K -21 -2%
GT
745
Glenmede Trust
Pennsylvania
$351K +$16.6K +43 +5%
BL
746
Balentine LLC
Georgia
$351K +$25.8K +67 +8%
GWSG
747
GPS Wealth Strategies Group
Colorado
$350K +$33.5K +87 +11%
UM
748
UniSuper Management
Australia
$347K – – –
FCH
749
Freestone Capital Holdings
Washington
$345K -$65.2K -169 -16%
KWA
750
Kingswood Wealth Advisors
California
$345K +$61.7K +160 +22%
28 29
30
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