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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 %
BOPW
826
Brandywine Oak Private Wealth
Pennsylvania
$375K – – –
BJL
827
Brighton Jones LLC
Washington
$374K +$44.5K +87 +14%
CIS
828
Custom Index Systems
New York
$374K +$374K +731 New
IIM
829
Ipswich Investment Management
Massachusetts
$373K -$28.1K -55 -7%
AA
830
Apriem Advisors
California
$368K +$368K +720 New
JFL
831
Jarislowsky, Fraser Ltd
Quebec, Canada
$368K – – –
PWA
832
Physician Wealth Advisors
Utah
$367K – – –
BFS
833
Bradley Foster & Sargent
Connecticut
$366K – – –
RWPA
834
Richard W. Paul & Associates
Michigan
$363K +$356K +697 +5,808%
GDP
835
Great Diamond Partners
Maine
$362K -$3.58K -7 -1%
CW
836
CreativeOne Wealth
Kansas
$359K +$359K +701 New
TIM
837
Tevis Investment Management
Texas
$358K -$89K -174 -20%
BP
838
Ballentine Partners
Massachusetts
$358K +$82.3K +161 +30%
TWM
839
Trueblood Wealth Management
Ohio
$358K +$358K +700 New
WAP
840
Wealthcare Advisory Partners
Pennsylvania
$357K +$357K +699 New
WI
841
WBI Investments
New Jersey
$353K -$3.77M -7,381 -91%
RCM
842
Raleigh Capital Management
North Carolina
$353K +$311K +608 +741%
SAF
843
Smith Anglin Financial
Texas
$352K -$31.7K -62 -8%
CG
844
Cutler Group
California
$350K -$6.25M -12,251 -95%
RSWM
845
Robertson Stephens Wealth Management
California
$350K -$460K -900 -57%
MWAM
846
Manhattan West Asset Management
California
$350K – – –
AFO
847
Arrowroot Family Office
California
$348K -$30.7K -60 -8%
CFG
848
Citizens Financial Group
Rhode Island
$347K -$175K -343 -34%
IAN
849
Integrated Advisors Network
Texas
$347K +$38.9K +76 +13%
MIA
850
MMBG Investment Advisors
Florida
$346K +$8.69K +17 +3%
32 33
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