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lululemon athletica
LULU

Overview Fund Activity

1,180 hedge funds and large institutions have $41.1B invested in lululemon athletica in 2024 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 467 increasing their positions, 400 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-42
Holders Change %
-3.44%
% of All Funds
17.1%
Holding in Top 10
10
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-56.52%
% of All Funds
0.14%
New
138
Increased
467
Reduced
400
Closed
165
Calls
$2.29B
Puts
$2.97B
Net Calls
-$678M
Net Calls Change
+$43.4M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$396M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$230M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$196M
4
Franklin Resources
Franklin Resources
California
+$196M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$172M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$789M
2
Artisan Partners
Artisan Partners
Wisconsin
-$389M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$241M
4
Jennison Associates
Jennison Associates
New York
-$235M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
1001
Beacon Capital Management LLC (Tennessee)
Tennessee
$75.8K +$18K +46 +31%
TSWM
1002
Tyler-Stone Wealth Management
Ohio
$74.2K – – –
CJ
1003
Caitlin John
Michigan
$73.8K -$5.86K -15 -7%
NFSG
1004
Newbridge Financial Services Group
Florida
$73.1K -$27K -69 -27%
BWP
1005
Baldwin Wealth Partners
Massachusetts
$71.1K – – –
PPC
1006
Park Place Capital
Alabama
$70.7K -$58.6K -150 -45%
BHWM
1007
Bay Harbor Wealth Management
Maryland
$67.2K -$781 -2 -1%
Loomis, Sayles & Company
1008
Loomis, Sayles & Company
Massachusetts
$65K – – –
MG
1009
Mather Group
Illinois
$63.4K +$63.4K +124 New
GBT
1010
Grove Bank & Trust
Florida
$63.3K – – –
RIL
1011
Rothschild Investment LLC
Illinois
$62.9K +$1.95K +5 +3%
AAG
1012
Armstrong Advisory Group
Massachusetts
$60.3K – – –
AWM
1013
Avior Wealth Management
Nebraska
$59.4K +$54.3K +139 +1,069%
CWC
1014
Carolinas Wealth Consulting
North Carolina
$56.6K -$32.4K -83 -36%
CFO
1015
CVA Family Office
Colorado
$56.6K +$391 +1 +0.7%
EDRH
1016
Edmond de Rothschild Holding
Switzerland
$56.6K +$56.6K +145 New
CA
1017
Crewe Advisors
Utah
$55.5K +$55.5K +142 New
TF
1018
Tompkins Financial
New York
$54.7K – – –
AWM
1019
AllSquare Wealth Management
New York
$51.2K – – –
JSP
1020
Jackson Square Partners
California
$51.2K +$21.1K +54 +70%
MAM
1021
Meeder Asset Management
Ohio
$50.8K -$3.52M -9,011 -99%
CFFP
1022
Center for Financial Planning
Michigan
$50.8K +$31.3K +80 +160%
GPFA
1023
Game Plan Financial Advisors
Ohio
$49.6K – – –
CA
1024
Centerpoint Advisors
Massachusetts
$49K – – –
OA
1025
Operose Advisors
Wisconsin
$46.5K -$32.4K -83 -41%
39 40
41
42 43