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lululemon athletica

976 hedge funds and large institutions have $29.3B invested in lululemon athletica in 2022 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 323 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $2.07B | Put options by funds: $1.11B

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

17% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 323

1.4% more ownership

Funds ownership: 84.58%85.98% (+1.4%)

4% more capital invested

Capital invested by funds: $28.1B → $29.3B (+$1.23B)

0% more funds holding

Funds holding: 972976 (+4)

Holders
976
Holders Change
+4
Holders Change %
+0.41%
% of All Funds
16.81%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
100
Increased
377
Reduced
323
Closed
81
Calls
$2.07B
Puts
$1.11B
Net Calls
+$954M
Net Calls Change
+$547M
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
801
Matthew Hamilton Rosenberg
$100K +$930 +3 +0.8%
Bank of Montreal
802
Bank of Montreal
Ontario, Canada
$99.6K -$8.32M -26,834 -8%
AssetMark Inc
803
AssetMark Inc
California
$99K +$13K +42 +14%
QCG
804
Quadrant Capital Group
Ohio
$96K -$17.4K -56 -14%
CWC
805
Carolinas Wealth Consulting
North Carolina
$96K -$7.75K -25 -7%
GC
806
Globeflex Capital
California
$96K +$106K +341 +11,367%
ST
807
Smithfield Trust
Pennsylvania
$94K +$12.1K +39 +13%
Loomis, Sayles & Company
808
Loomis, Sayles & Company
Massachusetts
$93K +$15.2K +49 +17%
AP
809
Arlington Partners
Alabama
$86K
SSG
810
Summit Securities Group
New York
$85K -$27.3K -88 -23%
NL
811
NKCFO LLC
Illinois
$84K
CA
812
Crewe Advisors
Utah
$84K +$15.5K +50 +20%
AA
813
Alta Advisers
United Kingdom
$84K +$93K +300 New
PO
814
Private Ocean
California
$83K
SMG
815
Spectrum Management Group
Indiana
$82K
AAP
816
Arax Advisory Partners
Colorado
$82K +$4.65K +15 +5%
HCA
817
Harbor Capital Advisors
Illinois
$81K -$65.4K -211 -42%
ODG
818
O'Dell Group
Ohio
$80K
MGIM
819
M&G Investment Management
United Kingdom
$77.1K +$7.22M +23,289 +9%
PPWM
820
PFG Private Wealth Management
Florida
$77K -$930 -3 -1%
TWM
821
Tradition Wealth Management
Minnesota
$74K +$37.5K +121 +85%
CCM
822
Covington Capital Management
California
$73K +$3.72K +12 +5%
AA
823
Addison Advisors
Vermont
$73K +$70.4K +227 +688%
BCWM
824
Bartlett & Co Wealth Management
Ohio
$72.2K
BC
825
Bartlett & Co
Ohio
$72K

LULU Hedge Fund Activity: Q3 2022 in Review

976 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2022, worth a combined $29.3B — up 4.4% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new LULU positions and 81 closed out — a net gain of 19 holders — while 377 added to existing stakes and 323 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $166M. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 976 institutional investors held lululemon athletica (LULU) as of Q3 2022, up from 972 in Q2 2022.
  • Funds reported $29.3B of lululemon athletica stock for Q3 2022, up 4.4% quarter-over-quarter.
  • 100 funds opened new lululemon athletica positions in Q3 2022 and 81 closed out, a net change of +19 holders.
  • The largest lululemon athletica buyer in Q3 2022 was VOYA Investment Management, an estimated $166M added.
  • The largest lululemon athletica seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.