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lululemon athletica
LULU

Overview Fund Activity

1,076 hedge funds and large institutions have $40.1B invested in lululemon athletica in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 359 increasing their positions, 413 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,076
Holders Change
+23
Holders Change %
+2.18%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-55.17%
% of All Funds
0.21%
New
119
Increased
359
Reduced
413
Closed
90
Calls
$1.5B
Puts
$1.82B
Net Calls
-$320M
Net Calls Change
-$177M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$414M
2
Jane Street
2
Jane Street
New York
$291M
3
Man Group
3
Man Group
United Kingdom
$199M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$253M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$588M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$985M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$487M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$450M
4
Millennium Management
4
Millennium Management
New York
$144M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
1026
Asset Dedication LLC
California
$6K – – –
NC
1027
NewSquare Capital
Pennsylvania
$5.68K – – –
BHWM
1028
Beaird Harris Wealth Management
Texas
$5.68K +$5.68K +15 New
RTL
1029
Red Tortoise LLC
Georgia
$4.92K – – –
AWM
1030
Avior Wealth Management
Nebraska
$4.92K -$757 -2 -13%
OP
1031
ORG Partners
Indiana
$4.55K +$4.55K +12 New
MIM
1032
Macroview Investment Management
Maryland
$4.54K – – –
DCM
1033
Davidson Capital Management
Texas
$4.54K – – –
MAM
1034
Marquette Asset Management
Minnesota
$4.54K +$4.54K +12 New
IPW
1035
Impact Partnership Wealth
Georgia
$4.16K +$4.16K +11 New
CAL
1036
Capital Advisors Ltd
Ohio
$4K – – –
JGIA
1037
Jackson Grant Investment Advisers
Connecticut
$3.79K – – –
ME
1038
McIlrath & Eck
Washington
$3.79K – – –
CWA
1039
Carolina Wealth Advisors
South Carolina
$3.79K – – –
SN
1040
Sittner & Nelson
Oregon
$3.79K – – –
FA
1041
Fiduciary Alliance
South Carolina
$3.79K +$3.79K +10 New
SWA
1042
Sutton Wealth Advisors
Florida
$3.41K – – –
TFA
1043
Transamerica Financial Advisors
Florida
$3K -$429 -1 -13%
YAL
1044
Your Advocates Ltd
Texas
$2.65K – – –
DI
1045
Disciplined Investments
Oklahoma
$2.65K – – –
PCM
1046
Penserra Capital Management
California
$2K -$723K -2,170 -100%
AW
1047
Avion Wealth
Texas
$2K +$1.75K +7 +700%
HWM
1048
HighMark Wealth Management
Minnesota
$1.89K -$11.4K -30 -86%
LWA
1049
Lowe Wealth Advisors
Maryland
$1.89K – – –
IRC
1050
Investors Research Corp
Georgia
$1.51K – – –
40 41
42
43 44