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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 %
ACA
801
Aptus Capital Advisors
Alabama
$434K +$7.67K +15 +2%
WDG
802
Wealth Dimensions Group
Ohio
$433K – – –
QWP
803
Quotient Wealth Partners
Texas
$431K +$431K +842 New
ST
804
Smithfield Trust
Pennsylvania
$427K +$251K +490 +143%
AAS
805
Avantax Advisory Services
Texas
$418K +$83.9K +164 +25%
RBFC
806
Roman Butler Fullerton & Co
Missouri
$415K +$415K +868 New
EWM
807
Evercore Wealth Management
New York
$412K +$412K +805 New
CL
808
Choreo LLC
Illinois
$411K +$80.8K +158 +24%
VWM
809
Vigilare Wealth Management
Arizona
$410K – – –
AIM
810
Arcadia Investment Management
Michigan
$409K – – –
SPM
811
Symmetry Peak Management
Pennsylvania
$409K +$409K +800 New
PVH
812
Psagot Value Holdings
Israel
$407K +$50.9K +100 +14%
HFS
813
Howard Financial Services
Texas
$404K +$3.07K +6 +0.8%
PFBT
814
Parkside Financial Bank & Trust
Missouri
$403K +$22.5K +44 +6%
MYIA
815
Mount Yale Investment Advisors
Colorado
$396K +$55.7K +109 +16%
BG
816
Bellevue Group
Switzerland
$394K +$394K +770 New
CA
817
Clearstead Advisors
Ohio
$393K -$452K -885 -54%
CCM
818
Coldstream Capital Management
Washington
$391K +$391K +765 New
GSEP
819
Golden State Equity Partners
California
$391K +$7.67K +15 +2%
NAS
820
Nicolet Advisory Services
Wisconsin
$388K -$3.93K -8 -1%
FFN
821
Focus Financial Network
Minnesota
$386K +$386K +755 New
CF
822
Centaurus Financial
California
$386K -$63.9K -125 -14%
DT
823
Diversified Trust
Tennessee
$384K +$384K +752 New
FMLI
824
Fukoku Mutual Life Insurance
Japan
$379K – – –
CL
825
CIM LLC
New York
$378K +$19.1K +42 +5%
31 32
33
34 35