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lululemon athletica
LULU

Overview Fund Activity

1,078 hedge funds and large institutions have $40.8B invested in lululemon athletica in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 433 increasing their positions, 338 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,078
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
17.19%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.35%
New
95
Increased
433
Reduced
338
Closed
85
Calls
$1.86B
Puts
$2.14B
Net Calls
-$286M
Net Calls Change
+$34M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$412M
2
Morgan Stanley
Morgan Stanley
New York
+$169M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$120M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$102M
5
Capital World Investors
Capital World Investors
California
+$84.8M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$245M
2
Man Group
Man Group
United Kingdom
-$199M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$159M
4
Jane Street
Jane Street
New York
-$150M
5
DCP
D1 Capital Partners
New York
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
801
IFP Advisors
Florida
$270K +$97.9K +254 +57%
CIA
802
Compass Ion Advisors
Pennsylvania
$269K +$386 +1 +0.1%
PVH
803
Psagot Value Holdings
Israel
$265K +$37.9K +100 +17%
JIC
804
Johnson Investment Counsel
Ohio
$262K -$6.56K -17 -2%
EWA
805
EverSource Wealth Advisors
Alabama
$258K -$20.1K -52 -7%
PI
806
PFG Investments
New York
$258K – – –
MYIA
807
Mount Yale Investment Advisors
Colorado
$257K -$3.86K -10 -1%
MAM
808
Morse Asset Management
Connecticut
$255K +$255K +660 New
MIA
809
MMBG Investment Advisors
Florida
$255K +$255K +660 New
CS
810
Comerica Securities
Michigan
$255K +$3.47K +9 +1%
OCM
811
One Capital Management
California
$254K -$90.6K -235 -26%
CPIG
812
Chicago Partners Investment Group
Illinois
$253K +$14.9K +37 +6%
AAS
813
Avantax Advisory Services
Texas
$252K +$252K +654 New
PCA
814
Private Capital Advisors
Connecticut
$252K +$252K +640 New
CAG
815
Csenge Advisory Group
Florida
$251K -$17K -44 -6%
CL
816
Choreo LLC
Illinois
$249K +$7.33K +19 +3%
BJL
817
Brighton Jones LLC
Washington
$248K -$66.3K -172 -21%
ZB
818
Zions Bancorporation
Utah
$247K +$27K +70 +12%
WJWM
819
Williams Jones Wealth Management
New York
$244K +$244K +633 New
Koshinski Asset Management
820
Koshinski Asset Management
Illinois
$243K – – –
AssetMark Inc
821
AssetMark Inc
California
$240K +$38.6K +100 +19%
WAM
822
Weatherly Asset Management
California
$238K – – –
BCM
823
Brookstone Capital Management
Illinois
$238K +$238K +601 New
VCM
824
Virtue Capital Management
Tennessee
$238K – – –
IIA
825
IPG Investment Advisors
California
$235K +$235K +610 New
31 32
33
34 35