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lululemon athletica
LULU

Overview Fund Activity

971 hedge funds and large institutions have $37.7B invested in lululemon athletica in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 344 increasing their positions, 362 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
-76
Holders Change %
-7.26%
% of All Funds
15.37%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
107
Increased
344
Reduced
362
Closed
168
Calls
$1.53B
Puts
$1.26B
Net Calls
+$271M
Net Calls Change
-$914M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$185M
2
HL
Harding Loevner
New Jersey
+$162M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$139M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$118M
5
Select Equity Group
Select Equity Group
New York
+$86.7M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$358M
2
Morgan Stanley
Morgan Stanley
New York
-$317M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$288M
4
Capital World Investors
Capital World Investors
California
-$133M
5
Victory Capital Management
Victory Capital Management
Texas
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
801
Spectrum Management Group
Indiana
$108K – – –
PO
802
Private Ocean
California
$108K +$54.5K +150 +102%
AAP
803
Arax Advisory Partners
Colorado
$107K -$5.5K -15 -5%
EWA
804
EverSource Wealth Advisors
Alabama
$107K -$3.64K -10 -3%
BCWM
805
Bartlett & Co Wealth Management
Ohio
$106K +$106K +291 New
BC
806
Bartlett & Co
Ohio
$106K +$106K +291 New
COCM
807
Charter Oak Capital Management
New Hampshire
$105K +$39.4K +108 +60%
Loomis, Sayles & Company
808
Loomis, Sayles & Company
Massachusetts
$104K -$23.4K -64 -18%
BBP
809
Banco BTG Pactual
Brazil
$100K +$100K +275 New
LC
810
Lindbrook Capital
California
$98K +$9.51K +26 +11%
HCM
811
Horrell Capital Management
Arkansas
$96K +$96K +262 New
SC
812
Sierra Capital
Florida
$92K +$23K +63 +33%
CFN
813
Cordasco Financial Network
Florida
$91K – – –
BWP
814
Baldwin Wealth Partners
Massachusetts
$85K – – –
VLKIM
815
Van Lanschot Kempen Investment Management
Netherlands
$84K +$84K +231 New
OCM
816
Orion Capital Management
California
$77K – – –
NR
817
Newfound Research
Massachusetts
$75K +$7.32K +20 +11%
PFSC
818
Peoples Financial Services Corp
Pennsylvania
$73K – – –
WBC
819
West Branch Capital
Massachusetts
$73K – – –
GWMIA
820
Global Wealth Management Investment Advisory
Florida
$72K +$27K +74 +60%
CCM
821
Covington Capital Management
California
$72K +$72K +196 New
TCM
822
Tradewinds Capital Management
Washington
$70K – – –
NFSG
823
Newbridge Financial Services Group
Florida
$70K +$365 +1 +0.5%
FCA
824
FinTrust Capital Advisors
South Carolina
$66K -$6.97K -19 -10%
TFGT
825
TS Financial Group (TSFG)
Illinois
$66K – – –
31 32
33
34 35