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lululemon athletica

976 hedge funds and large institutions have $29.3B invested in lululemon athletica in 2022 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 323 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $2.07B | Put options by funds: $1.11B

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

17% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 323

1.4% more ownership

Funds ownership: 84.58%85.98% (+1.4%)

4% more capital invested

Capital invested by funds: $28.1B → $29.3B (+$1.23B)

0% more funds holding

Funds holding: 972976 (+4)

Holders
976
Holders Change
+4
Holders Change %
+0.41%
% of All Funds
16.81%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
100
Increased
377
Reduced
323
Closed
81
Calls
$2.07B
Puts
$1.11B
Net Calls
+$954M
Net Calls Change
+$547M
Name Holding Trade Value Shares
Change
Change in
Stake
DMKJ
901
David M. Knott Jr
$11K
GC
902
Gould Capital
Washington
$11K
BG
903
Bollard Group
Massachusetts
$10K
CYG
904
Clean Yield Group
Vermont
$10K
PK
905
Pflug Koory
Nebraska
$10K
TF
906
TimeScale Financial
Massachusetts
$10K +$10.2K +33 +825%
KFS
907
Kelly Financial Services
Massachusetts
$9.22K
SC
908
Stephens Consulting
Michigan
$9.22K
JWM
909
Janiczek Wealth Management
Colorado
$9K -$620 -2 -6%
BC
910
Burleson & Co
California
$9K
OCM
911
Osterweis Capital Management
California
$9K +$9.61K +31 New
CWM
912
Castle Wealth Management
Florida
$8K
CAM
913
ClariVest Asset Management
California
$8K
IRAG
914
Investment Research & Advisory Group
Georgia
$8K
WWMSC
915
Wagner Wealth Management (South Carolina)
South Carolina
$8K
AFG
916
Albion Financial Group
Utah
$8K +$5.27K +17 +170%
CFD
917
Creative Financial Designs
Indiana
$8K +$8.68K +28 New
APW
918
Axim Planning & Wealth
Ohio
$7K
MCM
919
MV Capital Management
Maryland
$7K
RDIA
920
RE Dickinson Investment Advisors
Iowa
$7K
TIM
921
Tortoise Investment Management
New York
$7K
SC
922
Schubert & Co
Texas
$7K +$2.48K +8 +47%
HFM
923
Harvest Fund Management
China
$7K +$7.44K +24 New
SFO
924
Standard Family Office
South Dakota
$7K +$7.44K +24 New
DIP
925
DT Investment Partners
Pennsylvania
$7K +$7.75K +25 New

LULU Hedge Fund Activity: Q3 2022 in Review

976 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2022, worth a combined $29.3B — up 4.4% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new LULU positions and 81 closed out — a net gain of 19 holders — while 377 added to existing stakes and 323 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $166M. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 976 institutional investors held lululemon athletica (LULU) as of Q3 2022, up from 972 in Q2 2022.
  • Funds reported $29.3B of lululemon athletica stock for Q3 2022, up 4.4% quarter-over-quarter.
  • 100 funds opened new lululemon athletica positions in Q3 2022 and 81 closed out, a net change of +19 holders.
  • The largest lululemon athletica buyer in Q3 2022 was VOYA Investment Management, an estimated $166M added.
  • The largest lululemon athletica seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.