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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 %
GWM
876
Greenhouse Wealth Management
Connecticut
$307K – – –
LFA
877
Lauterbach Financial Advisors
Texas
$307K – – –
PWMAG
878
Pinnacle Wealth Management Advisory Group
New Jersey
$306K +$306K +599 New
WPC
879
Wedmont Private Capital
Pennsylvania
$304K +$304K +619 New
DFA
880
Delta Financial Advisors
Louisiana
$304K – – –
MIM
881
Marco Investment Management
Georgia
$303K – – –
SDAM
882
Shulman DeMeo Asset Management
New York
$302K +$5.62K +11 +2%
EFG
883
Everhart Financial Group
Ohio
$301K +$301K +589 New
FFM
884
Forum Financial Management
Illinois
$301K -$5.11K -10 -2%
SWM
885
Silverlake Wealth Management
Vermont
$300K -$2.05K -4 -0.7%
PFS
886
Prospera Financial Services
Texas
$299K -$126K -246 -30%
RWA
887
River Wealth Advisors
Pennsylvania
$296K -$5.11K -10 -2%
FNBOH
888
First National Bank of Hutchinson
Kansas
$295K -$108K -212 -27%
BIG
889
Brooklyn Investment Group
New York
$295K +$295K +576 New
VCM
890
Virtue Capital Management
Tennessee
$294K -$18.2K -37 -6%
VCG
891
Vantage Consulting Group
Virginia
$293K +$293K +574 New
DWP
892
Daymark Wealth Partners
Ohio
$293K +$10.7K +21 +4%
EWA
893
Exencial Wealth Advisors
Oklahoma
$292K +$292K +572 New
CCS
894
Concentric Capital Strategies
Connecticut
$291K -$2.71M -5,292 -90%
PI
895
PFG Investments
New York
$291K -$51.1K -100 -15%
BCM
896
Brookstone Capital Management
Illinois
$289K -$17.9K -35 -6%
AF
897
Allworth Financial
California
$289K -$10.7K -21 -4%
MA
898
Modus Advisors
Minnesota
$287K -$2.05M -4,015 -88%
CRC
899
Curi RMB Capital
Illinois
$286K +$286K +560 New
CA
900
CoreCap Advisors
Michigan
$285K +$285K +558 New
34 35
36
37 38