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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 %
T
851
TOBAM
France
$215K -$34K -88 -14%
DWP
852
Daymark Wealth Partners
Ohio
$213K +$213K +552 New
TLCM
853
Twin Lakes Capital Management
California
$212K – – –
RWP
854
RWA Wealth Partners
Massachusetts
$211K +$211K +548 New
ONB
855
Old National Bancorp
Indiana
$210K -$256K -664 -55%
WAAG
856
Wealth Alliance Advisory Group
Kansas
$210K – – –
CHA
857
Cooper/Haims Advisors
New York
$209K – – –
BP
858
Ballentine Partners
Massachusetts
$208K +$208K +539 New
WMA
859
Wealth Management Associates
New Jersey
$206K +$206K +535 New
UFF
860
USA Financial Formulas
Michigan
$206K +$206K +534 New
HC
861
Hamilton Capital
Ohio
$206K – – –
GIA
862
Guyasuta Investment Advisors
Pennsylvania
$204K – – –
CCMI
863
Creative Capital Management Investments
California
$202K – – –
RWM
864
RKL Wealth Management
Pennsylvania
$202K +$202K +524 New
PGFC
865
Peapack-Gladstone Financial Corp
New Jersey
$201K +$201K +519 New
MCM
866
McRae Capital Management
New Jersey
$201K +$201K +520 New
C
867
Covestor
United Kingdom
$199K +$34K +88 +21%
AA
868
Ancora Advisors
Ohio
$194K -$48.6K -126 -20%
RDFA
869
Ritter Daniher Financial Advisory
Ohio
$192K +$23.1K +60 +14%
NSIM
870
North Star Investment Management
Illinois
$189K – – –
NS
871
NBC Securities
Alabama
$180K +$180K +469 New
BWS
872
Buck Wealth Strategies
Colorado
$179K +$82.5K +214 +86%
N
873
Natixis
France
$173K -$1.1M -2,865 -86%
LWANC
874
Laurel Wealth Advisors (North Carolina)
North Carolina
$163K -$76.4K -198 -32%
LWCFA
875
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$159K +$78.7K +195 +98%
33 34
35
36 37