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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 %
CAM
976
Claret Asset Management
Quebec, Canada
$219K +$219K +429 New
ICG
977
InterOcean Capital Group
Tennessee
$218K -$72.1K -141 -25%
CAAS
978
Capital Asset Advisory Services
Michigan
$218K +$218K +426 New
CFG
979
Cooper Financial Group
California
$218K +$218K +426 New
HT
980
Heritage Trust
Oklahoma
$218K +$218K +426 New
CM
981
Capula Management
Cayman Islands
$217K +$217K +425 New
LWANC
982
Laurel Wealth Advisors (North Carolina)
North Carolina
$216K – – –
MIM
983
Moseley Investment Management
Florida
$216K +$216K +423 New
FFO
984
Fiduciary Family Office
Florida
$216K +$216K +422 New
DWM
985
Destination Wealth Management
California
$215K +$215K +421 New
RBC
986
Roble Belko & Company
Pennsylvania
$215K +$7.15K +14 +3%
SW
987
SVB Wealth
Massachusetts
$214K +$214K +419 New
RCG
988
Regatta Capital Group
California
$213K +$213K +416 New
LI
989
Lafayette Investments
Maryland
$211K +$211K +413 New
HCM
990
Horrell Capital Management
Arkansas
$211K – – –
GI
991
GAMMA Investing
California
$211K +$211K +464 New
CWA
992
Canvas Wealth Advisors
Kansas
$210K -$253K -528 -55%
RWP
993
Revolve Wealth Partners
New Jersey
$209K +$209K +408 New
AA
994
Addison Advisors
Vermont
$205K +$5.62K +11 +3%
DP
995
Dearborn Partners
Illinois
$205K +$205K +401 New
TCM
996
Tufton Capital Management
Maryland
$205K +$205K +400 New
DWM
997
Dorchester Wealth Management
Quebec, Canada
$205K +$205K +400 New
FC
998
Fulcrum Capital
Washington
$205K +$205K +400 New
EFSCE
999
Enterprise Financial Services Corp (EFSC)
Missouri
$205K +$205K +400 New
CIA
1000
Capital Investment Advisors
Georgia
$203K +$203K +397 New
38 39
40
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