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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 %
PFP
726
Pinnacle Financial Partners
Tennessee
$646K +$11.8K +23 +2%
SWM
727
SeaCrest Wealth Management
New York
$635K -$35.9K -73 -5%
Acadian Asset Management
728
Acadian Asset Management
Massachusetts
$629K +$454K +893 +260%
PFWA
729
Paces Ferry Wealth Advisors
Georgia
$626K – – –
IFWM
730
Institute for Wealth Management
Colorado
$625K -$8.69K -17 -1%
CAG
731
Csenge Advisory Group
Florida
$622K +$290K +567 +87%
VCP
732
Verus Capital Partners
Arizona
$619K -$511 -1 -0.1%
SRL
733
Scientech Research LLC
New Jersey
$614K +$614K +1,200 New
BCM
734
Bourgeon Capital Management
Connecticut
$614K – – –
AIMC
735
Alley Investment Management Company
Illinois
$614K – – –
BPA
736
Beacon Pointe Advisors
California
$613K +$23K +45 +4%
SQA
737
Simon Quick Advisors
New Jersey
$612K +$11.2K +22 +2%
CI
738
Cigna Investments
Connecticut
$608K – – –
NMG
739
New Millennium Group
Utah
$603K -$2.48M -4,852 -80%
IPAM
740
ICICI Prudential Asset Management
India
$602K -$4.6M -8,990 -88%
SSB
741
Sandy Spring Bank
Maryland
$592K -$12.8K -25 -2%
TPCW
742
TD Private Client Wealth
New York
$592K +$550K +1,075 +1,311%
CCM
743
Conway Capital Management
California
$588K +$588K +1,150 New
DADC
744
D.A. Davidson & Co
Montana
$577K -$511 -1 -0.1%
TFA
745
Toth Financial Advisory
Virginia
$577K – – –
MAM
746
Mainsail Asset Management
Alabama
$563K +$563K +1,102 New
SW
747
SkyOak Wealth
Michigan
$563K – – –
1WA
748
180 Wealth Advisors
Washington
$562K -$83.9K -166 -13%
SCP
749
Silverleafe Capital Partners
Tennessee
$562K – – –
NS
750
NBC Securities
Alabama
$561K +$321K +629 +134%
28 29
30
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