LULU icon

lululemon athletica
LULU

Overview Fund Activity

1,065 hedge funds and large institutions have $31.3B invested in lululemon athletica in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 357 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
-115
Holders Change %
-9.75%
% of All Funds
15.49%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
125
Increased
458
Reduced
357
Closed
225
Calls
$1.85B
Puts
$2.37B
Net Calls
-$526M
Net Calls Change
+$152M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$566M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$311M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$208M
4
Invesco
Invesco
Georgia
+$159M
5
Capital World Investors
Capital World Investors
California
+$144M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$996M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$257M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
4
DZ Bank
DZ Bank
Germany
-$232M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
751
Aspen Wealth Strategies
Colorado
$313K -$5.85K -20 -2%
FNBOH
752
First National Bank of Hutchinson
Kansas
$312K +$137K +459 +79%
AWM
753
Avior Wealth Management
Nebraska
$309K +$264K +883 +581%
CWM
754
Connecticut Wealth Management
Connecticut
$309K – – –
FIA
755
Foundations Investment Advisors
Arizona
$306K +$52.6K +176 +21%
ACA
756
Aptus Capital Advisors
Alabama
$306K +$6.87K +23 +2%
KA
757
Kozak & Associates
Colorado
$306K – – –
GWM
758
Geneos Wealth Management
Colorado
$304K +$20.9K +70 +7%
SDWMA
759
Schneider Downs Wealth Management Advisors
Pennsylvania
$303K – – –
LMKC
760
L.M. Kohn & Company
Ohio
$299K -$872K -2,919 -74%
AFS
761
Annapolis Financial Services
Maryland
$299K – – –
PGFC
762
Peapack-Gladstone Financial Corp
New Jersey
$298K +$84.1K +282 +39%
WA
763
Wealth Alliance
New York
$294K -$124K -415 -30%
VCP
764
Verus Capital Partners
Arizona
$294K -$299 -1 -0.1%
CSPIA
765
Cary Street Partners Investment Advisory
Virginia
$294K +$63.6K +213 +28%
RIL
766
Rothschild Investment LLC
Illinois
$293K +$245K +821 +510%
OWA
767
Outlook Wealth Advisors
Texas
$286K -$109K -364 -28%
GWSG
768
GPS Wealth Strategies Group
Colorado
$285K -$14.9K -50 -5%
MMA
769
Miracle Mile Advisors
California
$284K +$60.3K +202 +27%
HW
770
Hancock Whitney
Mississippi
$280K -$29.3K -98 -9%
CCP
771
Carmel Capital Partners
California
$279K -$2.39K -8 -0.8%
CCIA
772
Campbell & Co Investment Adviser
Maryland
$277K +$277K +926 New
LGA
773
Lebenthal Global Advisors
New York
$274K -$156K -521 -36%
VCG
774
Vantage Consulting Group
Virginia
$274K +$120K +403 +78%
WDG
775
Wealth Dimensions Group
Ohio
$272K – – –
29 30
31
32 33