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lululemon athletica

976 hedge funds and large institutions have $29.3B invested in lululemon athletica in 2022 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 323 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $2.07B | Put options by funds: $1.11B

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

17% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 323

1.4% more ownership

Funds ownership: 84.58%85.98% (+1.4%)

4% more capital invested

Capital invested by funds: $28.1B → $29.3B (+$1.23B)

0% more funds holding

Funds holding: 972976 (+4)

Holders
976
Holders Change
+4
Holders Change %
+0.41%
% of All Funds
16.81%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
100
Increased
377
Reduced
323
Closed
81
Calls
$2.07B
Puts
$1.11B
Net Calls
+$954M
Net Calls Change
+$547M
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
1026
Charter Oak Capital Management
New Hampshire
-$79K -288 Closed
AW
1027
ACG Wealth
Georgia
-$77K -282 Closed
GWMIA
1028
Global Wealth Management Investment Advisory
Florida
-$55K -203 Closed
TCWM
1029
Total Clarity Wealth Management
Illinois
-$46K -167 Closed
RTC
1030
Riverview Trust Company
Washington
-$42K -154 Closed
LC
1031
Legacy CG
Texas
-$41K -150 Closed
VVP
1032
Venture Visionary Partners
Ohio
-$33.5K -123 Closed
FMII
1033
Farmers & Merchants Investments Inc
Nebraska
-$26K -97 Closed
VRM
1034
Vectors Research Management
New York
-$26K -94 Closed
RIM
1035
Rockbridge Investment Management
New York
-$22.9K -84 Closed
MCM
1036
Manchester Capital Management
Vermont
-$23K -83 Closed
BA
1037
Bellwether Advisors
Nebraska
-$15K -58 Closed
CIA
1038
Cascade Investment Advisors
Oregon
-$15K -55 Closed
GWM
1039
Geneos Wealth Management
Colorado
-$13K -51 Closed
CPFP
1040
Clear Perspectives Financial Planning
Ohio
-$14K -50 Closed
PFGIA
1041
Patriot Financial Group Insurance Agency
Massachusetts
-$9K -32 Closed
APP
1042
Alpha Paradigm Partners
Illinois
-$8K -30 Closed
FCG
1043
Financial Connections Group
California
-$6K -25 Closed
AWM
1044
Activest Wealth Management
Florida
-$5K -20 Closed
SFG
1045
Steward Financial Group
Texas
-$4K -16 Closed
CFFP
1046
Center for Financial Planning
Michigan
-$4K -15 Closed
GIA
1047
GHP Investment Advisors
Colorado
-$3K -10 Closed
Jones Financial Companies
1048
Jones Financial Companies
Missouri
-$3K -10 Closed
TIM
1049
Tevis Investment Management
Texas
-$3K -10 Closed
FBC
1050
Fairfield, Bush & Co
Connecticut
-$2K -7 Closed

LULU Hedge Fund Activity: Q3 2022 in Review

976 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2022, worth a combined $29.3B — up 4.4% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new LULU positions and 81 closed out — a net gain of 19 holders — while 377 added to existing stakes and 323 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $166M. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 976 institutional investors held lululemon athletica (LULU) as of Q3 2022, up from 972 in Q2 2022.
  • Funds reported $29.3B of lululemon athletica stock for Q3 2022, up 4.4% quarter-over-quarter.
  • 100 funds opened new lululemon athletica positions in Q3 2022 and 81 closed out, a net change of +19 holders.
  • The largest lululemon athletica buyer in Q3 2022 was VOYA Investment Management, an estimated $166M added.
  • The largest lululemon athletica seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.