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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
17.92%
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 %
RP
951
Riverwater Partners
Wisconsin
$240K +$240K +469 New
ZB
952
Zions Bancorporation
Utah
$238K -$89.5K -175 -27%
TIMH
953
Tilt Investment Management Holdings
New York
$236K +$236K +461 New
AFT
954
Alpha Family Trust
California
$235K +$235K +460 New
AAS
955
Ameritas Advisory Services
Nebraska
$234K +$234K +486 New
PP
956
Patron Partners
Texas
$232K +$232K +453 New
OFG
957
Oxford Financial Group
Indiana
$230K +$230K +450 New
CNBT
958
Canandaigua National Bank & Trust
New York
$230K +$230K +450 New
FDS
959
First Dallas Securities
Texas
$230K +$230K +449 New
ACM
960
Advisors Capital Management
New Jersey
$230K +$230K +450 New
MIS
961
Morningstar Investment Services
Illinois
$230K +$230K +452 New
ISL
962
Ingalls & Snyder LLC
New York
$227K +$227K +443 New
CCP
963
Carmel Capital Partners
California
$227K -$256K -500 -53%
VWM
964
Venturi Wealth Management
Texas
$226K +$26.1K +51 +13%
DWT
965
Dorsey & Whitney Trust
South Dakota
$226K +$226K +442 New
RDFA
966
Ritter Daniher Financial Advisory
Ohio
$224K -$30.7K -60 -12%
LAM
967
Lifestyle Asset Management
Texas
$224K +$224K +439 New
RCAG
968
Rehmann Capital Advisory Group
Michigan
$224K +$224K +438 New
DIM
969
Delta Investment Management
California
$223K +$223K +437 New
TA
970
Tactive Advisors
Florida
$223K +$223K +436 New
CWS
971
Confluence Wealth Services
Pennsylvania
$222K +$222K +435 New
OAM
972
Oak Asset Management
California
$222K +$222K +434 New
RWM
973
Ritholtz Wealth Management
New York
$221K +$221K +433 New
NHT
974
New Hampshire Trust
New Hampshire
$220K +$220K +430 New
ATPW
975
Ashton Thomas Private Wealth
Arizona
$219K +$219K +429 New
37 38
39
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