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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 %
EI
851
Ellevest Inc
New York
$345K -$31.7K -62 -8%
VCWA
852
Vanguard Capital Wealth Advisors
Colorado
$345K -$12.8K -25 -4%
JIC
853
Johnson Investment Counsel
Ohio
$345K -$3.07K -6 -0.9%
CRI
854
Colonial River Investments
Virginia
$345K +$345K +674 New
GL
855
Graypoint LLC
New York
$340K +$340K +665 New
EWA
856
EverSource Wealth Advisors
Alabama
$339K -$3.58K -7 -1%
ET
857
Equitable Trust
Tennessee
$339K -$48.1K -94 -12%
CWP
858
Cyndeo Wealth Partners
Florida
$338K +$338K +662 New
AA
859
Ancora Advisors
Ohio
$333K +$76.7K +150 +30%
BWS
860
Buck Wealth Strategies
Colorado
$333K +$95.6K +187 +40%
LC
861
Lindbrook Capital
California
$331K +$151K +295 +84%
FAIM
862
Financial Advocates Investment Management
Washington
$330K -$41.4K -81 -11%
WPW
863
Watershed Private Wealth
Illinois
$328K +$328K +641 New
1WM
864
1858 Wealth Management
Ohio
$324K +$324K +634 New
OCM
865
One Capital Management
California
$320K -$16.4K -32 -5%
PGFC
866
Peapack-Gladstone Financial Corp
New Jersey
$320K +$55.5K +109 +21%
EA
867
Everpar Advisors
Oklahoma
$319K +$319K +623 New
IPAM
868
Investment Partners Asset Management
New Jersey
$317K +$317K +620 New
PWM
869
Power Wealth Management
Georgia
$316K +$316K +619 New
EP
870
Edgestream Partners
New Jersey
$316K -$2.17M -4,239 -87%
FFL
871
Future Fund LLC
Illinois
$313K -$92K -180 -23%
PPWP
872
Premier Path Wealth Partners
New Jersey
$310K +$310K +606 New
GT
873
Glenview Trust
Kentucky
$309K +$3.58K +7 +1%
AWM
874
Avondale Wealth Management
Texas
$307K -$51.1K -100 -14%
SCA
875
Sage Capital Advisors
South Dakota
$307K – – –
33 34
35
36 37