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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 %
AWM
1001
Avondale Wealth Management
Texas
$95.6K – – –
MA
1002
Modus Advisors
Minnesota
$95.2K +$95.2K +249 New
MIM
1003
Manitou Investment Management
Ontario, Canada
$93.7K – – –
KFI
1004
Key Financial Inc
Pennsylvania
$92.9K – – –
YDMI
1005
Y.D. More Investments
Israel
$91K – – –
OCM
1006
Orion Capital Management
California
$89.9K +$89.9K +235 New
OC
1007
Oarsman Capital
Wisconsin
$87.2K -$45.5K -119 -34%
GIBU
1008
Gulf International Bank (UK)
United Kingdom
$87K -$36.7K -97 -30%
WBC
1009
West Branch Capital
Massachusetts
$86.6K -$4.98K -13 -5%
PTC
1010
Private Trust Company
Ohio
$85.3K +$6.5K +17 +8%
LWANC
1011
Laurel Wealth Advisors (North Carolina)
North Carolina
$84.1K -$11.5K -30 -12%
NIMI
1012
Natixis Investment Managers International
France
$82.2K – – –
RMP
1013
Richards, Merrill & Peterson
Washington
$80.7K +$80.7K +211 New
LWCFA
1014
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$80.6K – – –
AG
1015
AmeriFlex Group
Nevada
$80.4K +$80.4K +194 New
BWM
1016
Bernard Wealth Management
Michigan
$78K +$78K +204 New
PFSC
1017
Peoples Financial Services Corp
Pennsylvania
$76.5K – – –
DF
1018
DNCA Finance
France
$75.7K +$9.94K +26 +15%
SIS
1019
Strategic Investment Solutions
Illinois
$73.4K +$68.3K +136 +1,360%
HI
1020
Harbour Investments
Wisconsin
$72.3K +$32.1K +84 +80%
VCM
1021
Versant Capital Management
Arizona
$70K +$5.74K +15 +9%
HI
1022
Human Investing
Oregon
$68.8K +$68.8K +180 New
MG
1023
Mather Group
Illinois
$68.1K +$11.9K +31 +21%
T
1024
TOBAM
France
$68K -$82.1K -215 -55%
CWC
1025
Carolinas Wealth Consulting
North Carolina
$63.4K +$14.9K +39 +31%
39 40
41
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