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lululemon athletica
LULU

Overview Fund Activity

927 hedge funds and large institutions have $38.1B invested in lululemon athletica in 2020 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 380 increasing their positions, 261 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+77
Holders Change %
+9.06%
% of All Funds
16.45%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
159
Increased
380
Reduced
261
Closed
73
Calls
$1.31B
Puts
$1.44B
Net Calls
-$122M
Net Calls Change
-$83.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$630M
2
KBC Group
KBC Group
Belgium
+$124M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$115M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$110M
5
CTA
Carillon Tower Advisers
Florida
+$105M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$594M
2
Fidelity International
Fidelity International
Bermuda
-$307M
3
SC
Samlyn Capital
New York
-$136M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$106M
5
Artisan Partners
Artisan Partners
Wisconsin
-$80.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
751
Pathstone Family Office
New Jersey
$178K +$108K +311 +156%
RDFA
752
Ritter Daniher Financial Advisory
Ohio
$171K +$171K +490 New
CFA
753
Carroll Financial Associates
North Carolina
$169K +$98.4K +283 +139%
FCH
754
Freestone Capital Holdings
Washington
$167K +$53.2K +153 +47%
FTDI
755
First Trust Direct Indexing
Massachusetts
$163K +$163K +469 New
HPC
756
HM Payson & Co
Maine
$151K -$8.68K -25 -5%
ONST
757
Old North State Trust
North Carolina
$149K +$126K +361 +547%
APP
758
Alpha Paradigm Partners
Illinois
$147K +$147K +423 New
RBC
759
Roble Belko & Company
Pennsylvania
$143K – – –
T
760
TOBAM
France
$143K – – –
Loomis, Sayles & Company
761
Loomis, Sayles & Company
Massachusetts
$139K – – –
RWA
762
Ropes Wealth Advisors
Massachusetts
$136K +$9.76K +28 +8%
CAAS
763
Capital Asset Advisory Services
Michigan
$127K +$127K +365 New
CCA
764
Childress Capital Advisors
Texas
$126K +$126K +363 New
Capstone Investment Advisors
765
Capstone Investment Advisors
New York
$124K -$1.03M -2,954 -89%
MHR
766
Matthew Hamilton Rosenberg
$124K – – –
BCWM
767
Bartlett & Co Wealth Management
Ohio
$111K – – –
BC
768
Bartlett & Co
Ohio
$111K – – –
AA
769
Ancora Advisors
Ohio
$110K – – –
QCG
770
Quadrant Capital Group
Ohio
$110K +$14.6K +42 +15%
HFA
771
Hoover Financial Advisors
Pennsylvania
$105K +$105K +302 New
VFA
772
Valeo Financial Advisors
Indiana
$104K +$17K +49 +20%
SMG
773
Spectrum Management Group
Indiana
$103K – – –
CWC
774
Carolinas Wealth Consulting
North Carolina
$98K +$1.05K +3 +1%
BFEC
775
Benjamin F. Edwards & Company
Missouri
$94K +$6.64K +19 +8%
29 30
31
32 33