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lululemon athletica

1,086 hedge funds and large institutions have $40.9B invested in lululemon athletica in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 436 increasing their positions, 341 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more funds holding in top 10

Funds holding in top 10: 1322 (+9)

28% more repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 341

13% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 85

2% more capital invested

Capital invested by funds: $40.2B → $40.9B (+$656M)

0% more funds holding

Funds holding: 1,0841,086 (+2)

0.18% less ownership

Funds ownership: 87.18%87% (-0.18%)

13% less call options, than puts

Call options by funds: $1.86B | Put options by funds: $2.14B

Holders
1,086
Holders Change
+2
Holders Change %
+0.18%
% of All Funds
17.23%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.35%
New
96
Increased
436
Reduced
341
Closed
85
Calls
$1.86B
Puts
$2.14B
Net Calls
-$286M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$93M +$75.4M +197,457 +433%
Caisse de Depot et Placement du Quebec (CDPQ)
77
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.7M -$17.8M -46,552 -16%
Assenagon Asset Management
78
Assenagon Asset Management
Luxembourg
$91.9M -$81.7M -213,715 -47%
SC
79
Samlyn Capital
New York
$90.4M -$18.4M -48,094 -17%
Renaissance Technologies
80
Renaissance Technologies
New York
$90.2M -$243M -635,000 -73%
SC
81
Saturna Capital
Washington
$83M +$15.3K +40 +0%
National Pension Service
82
National Pension Service
South Korea
$81.1M +$729K +1,907 +0.9%
EAM
83
Eagle Asset Management
Florida
$81.1M -$47.8K -125 -0.1%
California Public Employees Retirement System
84
California Public Employees Retirement System
California
$80M +$682K +1,785 +0.9%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$76.2M -$4.56M -11,929 -6%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$73.2M +$16.9M +44,141 +30%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$72.4M -$3.87M -10,123 -5%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$71.5M +$70.8M +185,376 New
Prudential Financial
89
Prudential Financial
New Jersey
$70.8M -$18.4M -48,223 -21%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$70.6M -$2.66M -6,973 -4%
Citigroup
91
Citigroup
New York
$69.7M +$28.6M +74,738 +70%
MGIM
92
M&G Investment Management
United Kingdom
$69.4M -$6.85M -17,923 -9%
FPCG
93
Fort Pitt Capital Group
Pennsylvania
$67.1M +$1.24M +3,233 +2%
Victory Capital Management
94
Victory Capital Management
Texas
$65M +$4.62M +12,104 +8%
Lord, Abbett & Co
95
Lord, Abbett & Co
New Jersey
$63.1M -$16M -41,922 -20%
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$63M -$2.1M -5,484 -3%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$62.7M -$36.2M -94,725 -37%
Westfield Capital Management
98
Westfield Capital Management
Massachusetts
$62.6M -$11.7M -30,514 -16%
AG
99
Avala Global
New York
$61.2M +$15.3M +40,000 +34%
Capital International Investors
100
Capital International Investors
California
$60.5M

LULU Hedge Fund Activity: Q3 2023 in Review

1,086 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2023, worth a combined $40.9B — up 1.6% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new LULU positions and 85 closed out — a net gain of 11 holders — while 436 added to existing stakes and 341 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $408M. The largest seller was Renaissance Technologies, cutting an estimated $243M.

  • 1,086 institutional investors held lululemon athletica (LULU) as of Q3 2023, up from 1,084 in Q2 2023.
  • Funds reported $40.9B of lululemon athletica stock for Q3 2023, up 1.6% quarter-over-quarter.
  • 96 funds opened new lululemon athletica positions in Q3 2023 and 85 closed out, a net change of +11 holders.
  • The largest lululemon athletica buyer in Q3 2023 was AllianceBernstein, an estimated $408M added.
  • The largest lululemon athletica seller in Q3 2023 was Renaissance Technologies, an estimated $243M sold.

Based on aggregated 13F filings for Q3 2023.