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lululemon athletica
LULU

Overview Fund Activity

1,214 hedge funds and large institutions have $39B invested in lululemon athletica in 2024 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 371 increasing their positions, 441 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+146
Holders Change %
+13.67%
% of All Funds
16.16%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
269
Increased
371
Reduced
441
Closed
106
Calls
$2.55B
Puts
$3.46B
Net Calls
-$909M
Net Calls Change
-$701M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$907M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$524M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$370M
4
Citadel Advisors
Citadel Advisors
Florida
+$219M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$219M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$488M
2
IAIM
International Assets Investment Management
Florida
-$332M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$311M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$243M
5
Bank of America
Bank of America
North Carolina
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
976
Kozak & Associates
Colorado
$143K -$241K -638 -63%
BCMLT
977
Beacon Capital Management LLC (Tennessee)
Tennessee
$142K +$9.18K +24 +7%
IWA
978
Icon Wealth Advisors
Texas
$139K +$139K +363 New
PSFG
979
Park Square Financial Group
Georgia
$137K +$137K +357 New
NMG
980
New Millennium Group
Utah
$135K +$383 +1 +0.3%
WIM
981
Westside Investment Management
California
$134K +$19.1K +50 +17%
AIP
982
Arrowpoint Investment Partners
Singapore
$128K +$128K +335 New
TFA
983
Transamerica Financial Advisors
Florida
$125K +$21.1K +55 +20%
PMFA
984
Plante Moran Financial Advisors
Michigan
$124K – – –
CAL
985
Capital Advisors Ltd
Ohio
$124K +$10.7K +28 +9%
CWM
986
Compass Wealth Management
Connecticut
$120K – – –
CFO
987
CVA Family Office
Colorado
$115K +$17.6K +46 +18%
VWM
988
Venturi Wealth Management
Texas
$114K -$35.6K -93 -24%
CPBTD
989
Central Pacific Bank - Trust Division
Hawaii
$111K -$5.74K -15 -5%
MFS
990
Mattson Financial Services
Michigan
$108K -$207K -764 -66%
RDFA
991
Ritter Daniher Financial Advisory
Ohio
$103K -$65K -170 -39%
NFSG
992
Newbridge Financial Services Group
Florida
$101K +$101K +263 New
UCB
993
United Community Bank
South Carolina
$99.4K – – –
PPA
994
Pilgrim Partners Asia
Singapore
$99.4K +$99.4K +260 New
RA
995
Rise Advisors
New York
$98.7K +$382 +1 +0.4%
CFFP
996
Center for Financial Planning
Michigan
$98.7K +$79.5K +208 +416%
YP
997
YANKCOM Partnership
South Dakota
$98.3K +$98.3K +257 New
OP
998
ORG Partners
Indiana
$97.5K – – –
CA
999
CoreCap Advisors
Michigan
$97.1K +$29.4K +77 +44%
MHR
1000
Matthew Hamilton Rosenberg
$96.8K -$9.56K -25 -9%
38 39
40
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