LULU icon

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 %
GSWM
1051
Golden State Wealth Management
California
$35.6K +$35.6K +93 New
WOC
1052
West Oak Capital
California
$34K +$34K +9 New
TFGT
1053
TS Financial Group (TSFG)
Illinois
$33K – – –
SIS
1054
Sound Income Strategies
Florida
$32.9K +$24.9K +65 +310%
API
1055
Asset Planning Inc
California
$32.5K +$32.5K +85 New
BCPWM
1056
Bradley & Co Private Wealth Management
Florida
$32.1K +$32.1K +84 New
RF
1057
Roxbury Financial
New Jersey
$32.1K +$32.1K +100 New
PK
1058
Pflug Koory
Nebraska
$31.7K – – –
LC
1059
Luminist Capital
Michigan
$31.7K +$31.7K +83 New
KIM
1060
Kestra Investment Management
Texas
$31.7K +$31.7K +83 New
SWM
1061
Sugarloaf Wealth Management
Georgia
$31.4K – – –
RFS
1062
Richardson Financial Services
Massachusetts
$30K +$5.76K +15 +24%
CIA
1063
Cape Investment Advisory
Georgia
$29.8K -$92.5K -242 -76%
AFS
1064
Anderson Financial Strategies
Ohio
$29.8K +$29.8K +78 New
FMII
1065
Farmers & Merchants Investments Inc
Nebraska
$29.1K -$382 -1 -1%
WA
1066
WPG Advisers
Maryland
$29.1K +$29.1K +76 New
FFO
1067
Fortitude Family Office
Arizona
$28.7K – – –
DAM
1068
Delta Asset Management
Tennessee
$28.7K – – –
LFG
1069
Larson Financial Group
Missouri
$27.2K -$9.94K -26 -27%
TH
1070
TCTC Holdings
Texas
$26.4K +$26.4K +69 New
PB
1071
Pinnacle Bancorp
Nebraska
$26K – – –
SVCP
1072
Silicon Valley Capital Partners
California
$25.2K – – –
TCM
1073
TD Capital Management
Tennessee
$24.9K – – –
USB
1074
Union Savings Bank
Connecticut
$24.9K – – –
LFASL
1075
Lugano Financial Advisors SA (LFA)
Switzerland
$24.1K +$24.1K +63 New
41 42
43
44 45