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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
17.91%
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 %
GWANC
1001
Guardian Wealth Advisors (North Carolina)
North Carolina
$202K +$202K +395 New
CWM
1002
Compass Wealth Management
Connecticut
$191K – – –
HFS
1003
Hantz Financial Services
Michigan
$180K -$10.2K -20 -5%
LWCFA
1004
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$179K – – –
PMFA
1005
Plante Moran Financial Advisors
Michigan
$179K – – –
GC
1006
Globeflex Capital
California
$177K – – –
NGM
1007
North Growth Management
British Columbia, Canada
$171K -$129K – –
PPC
1008
Park Place Capital
Alabama
$169K +$8.69K +17 +5%
CIM
1009
Contravisory Investment Management
Massachusetts
$167K +$167K +326 New
BC
1010
Bartlett & Co
Ohio
$163K +$22.4K +44 +16%
BCWM
1011
Bartlett & Co Wealth Management
Ohio
$163K +$22.4K +44 +16%
CUAMC
1012
China Universal Asset Management Company
China
$161K -$3.4M -6,649 -95%
EMFAT
1013
Emerald Mutual Fund Advisers Trust
Pennsylvania
$156K +$22K +43 +16%
PTC
1014
Private Trust Company
Ohio
$155K +$511 +1 +0.3%
AA
1015
Alta Advisers
United Kingdom
$153K – – –
USGIU
1016
U.S. Global Investors (USGI)
Texas
$153K +$153K +300 New
NL
1017
NKCFO LLC
Illinois
$153K – – –
SWC
1018
Spectrum Wealth Counsel
Indiana
$151K +$151K +295 New
PO
1019
Private Ocean
California
$150K – – –
PPWM
1020
PFG Private Wealth Management
Florida
$148K +$100K +196 +211%
ODG
1021
O'Dell Group
Ohio
$146K +$146K +286 New
RIM
1022
Rakuten Investment Management
Japan
$145K +$145K +285 New
IGWM
1023
ICA Group Wealth Management
Colorado
$145K +$145K +283 New
MHR
1024
Matthew Hamilton Rosenberg
$142K – – –
WCM
1025
Wunderlich Capital Managemnt
Tennessee
$138K – – –
39 40
41
42 43