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lululemon athletica
LULU

Overview Fund Activity

1,180 hedge funds and large institutions have $41.1B invested in lululemon athletica in 2024 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 467 increasing their positions, 400 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-42
Holders Change %
-3.44%
% of All Funds
17.1%
Holding in Top 10
10
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-56.52%
% of All Funds
0.14%
New
138
Increased
467
Reduced
400
Closed
165
Calls
$2.29B
Puts
$2.97B
Net Calls
-$678M
Net Calls Change
+$43.4M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$396M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$230M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$196M
4
Franklin Resources
Franklin Resources
California
+$196M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$172M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$789M
2
Artisan Partners
Artisan Partners
Wisconsin
-$389M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$241M
4
Jennison Associates
Jennison Associates
New York
-$235M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
826
Prospera Financial Services
Texas
$343K +$114K +293 +50%
SC
827
Savant Capital
Illinois
$341K -$5.86K -15 -2%
LWA
828
Lineweaver Wealth Advisors
Ohio
$335K -$5.08K -13 -1%
MFG
829
Merit Financial Group
Georgia
$335K -$219K -616 -40%
GSC
830
Grey Street Capital
Illinois
$333K +$333K +853 New
FIA
831
Foundations Investment Advisors
Arizona
$332K -$37.9K -97 -10%
SMA
832
Sage Mountain Advisors
Georgia
$331K -$22.7K -58 -6%
IPW
833
Impact Partnership Wealth
Georgia
$327K +$281K +720 +621%
SS
834
Sunbelt Securities
Texas
$325K -$25.8K -66 -7%
1WM
835
1858 Wealth Management
Ohio
$324K – – –
IIM
836
Ipswich Investment Management
Massachusetts
$316K +$31.3K +80 +11%
AIM
837
Arcadia Investment Management
Michigan
$314K +$1.95K +5 +0.6%
MWM
838
Moran Wealth Management
Florida
$314K +$120K +307 +62%
HG
839
Herbst Group
Connecticut
$313K -$813K -2,080 -72%
ST
840
Smithfield Trust
Pennsylvania
$310K -$16.9K -43 -5%
HFS
841
Howard Financial Services
Texas
$309K – – –
PFBT
842
Parkside Financial Bank & Trust
Missouri
$307K -$391 -1 -0.1%
SIA
843
Soltis Investment Advisors
Utah
$303K +$303K +775 New
CSPIA
844
Cary Street Partners Investment Advisory
Virginia
$302K +$302K +772 New
OCBCO
845
Oversea-Chinese Banking Corp (OCBC)
Singapore
$301K +$301K +774 New
RCM
846
Raleigh Capital Management
North Carolina
$299K +$29.7K +76 +11%
GCM
847
Graham Capital Management
Connecticut
$298K -$1.49M -3,826 -83%
CFG
848
Citizens Financial Group
Rhode Island
$298K +$32.8K +84 +12%
MYIA
849
Mount Yale Investment Advisors
Colorado
$297K -$6.25K -16 -2%
MMA
850
Miracle Mile Advisors
California
$293K -$106K -271 -27%
32 33
34
35 36