LULU icon

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
17.92%
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 %
T
901
TOBAM
France
$285K – – –
CPIG
902
Chicago Partners Investment Group
Illinois
$283K -$15.2K -32 -5%
OWMIAS
903
One Wealth Management Investment & Advisory Services
Florida
$283K +$283K +553 New
TLCM
904
Twin Lakes Capital Management
California
$282K – – –
MSR
905
Main Street Research
Connecticut
$282K +$282K +551 New
RWP
906
RWA Wealth Partners
Massachusetts
$280K – – –
C
907
Covestor
United Kingdom
$279K +$15.8K +31 +6%
WAAG
908
Wealth Alliance Advisory Group
Kansas
$279K – – –
GM
909
GeoWealth Management
Illinois
$278K +$278K +543 New
WMA
910
Wealth Management Associates
New Jersey
$274K – – –
HC
911
Hamilton Capital
Ohio
$273K +$511 +1 +0.2%
CIA
912
Choate Investment Advisors
Massachusetts
$273K +$273K +534 New
GIA
913
Guyasuta Investment Advisors
Pennsylvania
$271K – – –
GSC
914
Ground Swell Capital
South Carolina
$270K +$270K +529 New
SIM
915
Sentry Investment Management
Wisconsin
$270K +$270K +528 New
AHC
916
Adell Harriman & Carpenter
Texas
$268K -$115K -225 -30%
CCMI
917
Creative Capital Management Investments
California
$268K – – –
RWM
918
RKL Wealth Management
Pennsylvania
$268K +$511 +1 +0.2%
ONB
919
Old National Bancorp
Indiana
$266K -$12.3K -24 -4%
MCM
920
McRae Capital Management
New Jersey
$266K – – –
WAM
921
Weatherly Asset Management
California
$265K -$51.1K -100 -16%
SIG
922
Stonegate Investment Group
Alabama
$264K +$264K +517 New
EM
923
Excalibur Management
Massachusetts
$264K +$264K +517 New
SWA
924
SFMG Wealth Advisors
Texas
$264K +$264K +516 New
OP
925
ORG Partners
Indiana
$263K +$257K +502 +4,183%
35 36
37
38 39