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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 %
MIM
926
Morningstar Investment Management
Illinois
$261K +$261K +511 New
PA
927
Planning Alternatives
Michigan
$259K +$259K +507 New
SPC
928
Sigma Planning Corp
Michigan
$259K -$554K -1,083 -68%
LSA
929
Lion Street Advisors
Texas
$259K +$259K +507 New
LWM
930
Laidlaw Wealth Management
New York
$259K -$30.2K -59 -10%
DGAM
931
Desjardins Global Asset Management
Quebec, Canada
$258K -$3.47M -6,786 -93%
KWM
932
Kolinsky Wealth Management
New Jersey
$257K -$35.3K -69 -12%
NRS
933
Neville Rodie & Shaw
New York
$256K +$256K +500 New
MVA
934
Mount Vernon Associates
Maryland
$256K +$256K +500 New
LA
935
LM Advisors
California
$256K +$256K +500 New
TPWA
936
TRUE Private Wealth Advisors
Oregon
$256K +$256K +500 New
RP
937
Riverbridge Partners
Minnesota
$256K +$256K +500 New
MWM
938
Moran Wealth Management
Florida
$254K +$254K +497 New
FCM
939
Fortis Capital Management
Washington
$254K +$254K +496 New
NSIM
940
North Star Investment Management
Illinois
$251K – – –
PWPS
941
Pinnacle Wealth Planning Services
Ohio
$248K +$248K +486 New
MBT
942
Montecito Bank & Trust
California
$248K +$248K +485 New
NW
943
NewEdge Wealth
Pennsylvania
$247K +$247K +484 New
AWA
944
Aaron Wealth Advisors
Illinois
$246K +$246K +482 New
IWA
945
Icon Wealth Advisors
Texas
$246K +$246K +481 New
GCP
946
GSA Capital Partners
United Kingdom
$245K -$327K -640 -57%
MCC
947
Money Concepts Capital
Florida
$243K +$243K +476 New
VLC
948
Van Leeuwen & Company
New Jersey
$242K +$242K +473 New
QCG
949
Quadrant Capital Group
Ohio
$241K +$74.6K +146 +45%
GCM
950
Greenland Capital Management
New York
$240K -$8.03M -15,699 -97%
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