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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 %
KWA
751
Kingswood Wealth Advisors
California
$561K +$104K +203 +23%
NAM
752
NorthCrest Asset Manangement
Minnesota
$558K -$2.05K -4 -0.4%
MWM
753
Meridian Wealth Management
Kentucky
$557K -$760K -1,487 -58%
TI
754
Tidal Investments
Wisconsin
$554K +$554K +1,084 New
GIBU
755
Gulf International Bank (UK)
United Kingdom
$549K -$91.5K -179 -14%
AWS
756
Aspen Wealth Strategies
Colorado
$532K +$532K +1,040 New
CWM
757
Connecticut Wealth Management
Connecticut
$531K -$16.4K -32 -3%
UM
758
UniSuper Management
Australia
$530K +$69.5K +136 +15%
HW
759
Hancock Whitney
Mississippi
$526K -$23.5K -46 -4%
PTC
760
Petrus Trust Company
Texas
$525K +$525K +1,027 New
MMA
761
Miracle Mile Advisors
California
$522K +$121K +236 +30%
SDWMA
762
Schneider Downs Wealth Management Advisors
Pennsylvania
$519K – – –
FHA
763
First Horizon Advisors
Tennessee
$517K -$16.9K -33 -3%
PJSIMP
764
P.J. Schmidt Investment Management (PJS)
Wisconsin
$517K +$21.5K +45 +4%
UAG
765
United Advisor Group
Ohio
$515K +$515K +1,005 New
AFS
766
Annapolis Financial Services
Maryland
$511K – – –
1CP
767
17 Capital Partners
Arizona
$511K +$511K +1,000 New
AWA
768
Alta Wealth Advisors
Massachusetts
$508K +$25.6K +50 +5%
HCM
769
Hollencrest Capital Management
California
$506K +$25.6K +50 +5%
AF
770
Apollon Financial
South Carolina
$506K +$506K +989 New
AWM
771
Axxcess Wealth Management
California
$505K +$218K +426 +76%
WWM
772
Western Wealth Management
Colorado
$504K +$30.2K +59 +6%
ADIM
773
Alpha DNA Investment Management
Maryland
$501K +$195K +382 +64%
WP
774
WealthSource Partners
California
$494K – – –
WT
775
Whittier Trust
California
$491K -$51.6K -101 -10%
29 30
31
32 33