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lululemon athletica
LULU

Overview Fund Activity

1,065 hedge funds and large institutions have $31.3B invested in lululemon athletica in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 357 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
-115
Holders Change %
-9.75%
% of All Funds
15.49%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
125
Increased
458
Reduced
357
Closed
225
Calls
$1.85B
Puts
$2.37B
Net Calls
-$526M
Net Calls Change
+$152M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$566M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$311M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$208M
4
Invesco
Invesco
Georgia
+$159M
5
Capital World Investors
Capital World Investors
California
+$144M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$996M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$257M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
4
DZ Bank
DZ Bank
Germany
-$232M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
1001
Prestige Wealth Management Group
New Jersey
$5.08K +$299 +1 +6%
SSG
1002
Summit Securities Group
New York
$5K +$5K +16 New
RFG
1003
RFP Financial Group
Georgia
$4.85K +$2.42K +8 +100%
S
1004
Sachetta
Massachusetts
$4.1K -$3.07K -12 -43%
BMC
1005
Bear Mountain Capital
Washington
$4.08K -$5.82K -20 -59%
MCM
1006
Manchester Capital Management
Vermont
$4.05K -$3.76K -13 -48%
TFA
1007
Transamerica Financial Advisors
Florida
$4K – – –
TAM
1008
Tucker Asset Management
Colorado
$3.88K – – –
RTL
1009
Red Tortoise LLC
Georgia
$3.88K – – –
MIM
1010
Macroview Investment Management
Maryland
$3.59K – – –
CTC
1011
Cetera Trust Company
Minnesota
$3.58K – – –
CP
1012
Castleview Partners
Texas
$3.58K +$2.99K +10 +500%
ECM
1013
Estabrook Capital Management
New York
$3.58K +$3.58K +12 New
VWA
1014
Valued Wealth Advisors
Utah
$2.99K -$2.09K -7 -41%
JGIA
1015
Jackson Grant Investment Advisers
Connecticut
$2.99K – – –
CWA
1016
Carolina Wealth Advisors
South Carolina
$2.99K – – –
SN
1017
Sittner & Nelson
Oregon
$2.99K – – –
TIM
1018
Thompson Investment Management
Wisconsin
$2.99K +$2.99K +10 New
GC
1019
Globeflex Capital
California
$2.69K -$101K -337 -97%
SIS
1020
Strategic Investment Solutions
Illinois
$2.59K +$2.59K +10 New
VAG
1021
VisionPoint Advisory Group
Texas
$2.39K – – –
DPW
1022
DiNuzzo Private Wealth
Pennsylvania
$2.39K +$598 +2 +33%
HH
1023
HWG Holdings
Texas
$2.39K +$2.39K +8 New
CAS
1024
Coppell Advisory Solutions
Texas
$2.39K +$2.39K +8 New
PWMG
1025
Private Wealth Management Group
New Jersey
$2.09K -$299 -1 -13%
39 40
41
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