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lululemon athletica
LULU

Overview Fund Activity

1,180 hedge funds and large institutions have $41.1B invested in lululemon athletica in 2024 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 467 increasing their positions, 400 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-42
Holders Change %
-3.44%
% of All Funds
17.1%
Holding in Top 10
10
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-56.52%
% of All Funds
0.14%
New
138
Increased
467
Reduced
400
Closed
165
Calls
$2.29B
Puts
$2.97B
Net Calls
-$678M
Net Calls Change
+$43.4M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$396M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$230M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$196M
4
Franklin Resources
Franklin Resources
California
+$196M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$172M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$789M
2
Artisan Partners
Artisan Partners
Wisconsin
-$389M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$241M
4
Jennison Associates
Jennison Associates
New York
-$235M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
926
Lafayette Investments
Maryland
$216K +$55.1K +141 +34%
TLCM
927
Twin Lakes Capital Management
California
$215K – – –
LIP
928
Lighthouse Investment Partners
Florida
$215K +$215K +550 New
PWMAG
929
Pinnacle Wealth Management Advisory Group
New Jersey
$214K -$19.5K -50 -8%
RWP
930
RWA Wealth Partners
Massachusetts
$214K – – –
LC
931
Lindbrook Capital
California
$213K -$39.8K -102 -16%
WAAG
932
Wealth Alliance Advisory Group
Kansas
$213K – – –
QCG
933
Quadrant Capital Group
Ohio
$211K +$26.6K +68 +14%
IGWM
934
ICA Group Wealth Management
Colorado
$210K +$99.2K +254 +90%
CCFM
935
Clear Creek Financial Management
Washington
$209K +$209K +536 New
CIA
936
Choate Investment Advisors
Massachusetts
$209K – – –
HC
937
Hamilton Capital
Ohio
$209K – – –
MCM
938
McRae Capital Management
New Jersey
$207K +$3.91K +10 +2%
C
939
Covestor
United Kingdom
$206K -$7.83K -20 -4%
FPAS
940
Focus Partners Advisor Solutions
Missouri
$206K +$206K +527 New
OWMIAS
941
One Wealth Management Investment & Advisory Services
Florida
$205K -$10.9K -28 -5%
AHC
942
Adell Harriman & Carpenter
Texas
$205K – – –
FTIS
943
First Trust Investment Solutions
Florida
$205K +$205K +525 New
PSA
944
Plum Street Advisors
Louisiana
$204K +$204K +751 New
STA
945
Summit Trail Advisors
New York
$203K +$203K +519 New
WAM
946
Weatherly Asset Management
California
$202K – – –
SIG
947
Stonegate Investment Group
Alabama
$202K – – –
EM
948
Excalibur Management
Massachusetts
$202K – – –
SWA
949
SFMG Wealth Advisors
Texas
$202K +$391 +1 +0.2%
FCM
950
Fortis Capital Management
Washington
$201K +$7.03K +18 +4%
36 37
38
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