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lululemon athletica
LULU

Overview Fund Activity

1,222 hedge funds and large institutions have $56B invested in lululemon athletica in 2023 Q4 according to their latest regulatory filings, with 261 funds opening new positions, 423 increasing their positions, 374 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
+144
Holders Change %
+13.36%
% of All Funds
17.92%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.34%
New
261
Increased
423
Reduced
374
Closed
103
Calls
$2.9B
Puts
$3.62B
Net Calls
-$722M
Net Calls Change
-$436M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.96B
2
State Street
State Street
Massachusetts
$2.47B
3
Morgan Stanley
Morgan Stanley
New York
$2.06B
4
BlackRock
BlackRock
New York
$4.68B
5
Geode Capital Management
Geode Capital Management
Massachusetts
$1.18B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$793M
2
Jennison Associates
Jennison Associates
New York
$2.01B
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$390M
5
Artisan Partners
Artisan Partners
Wisconsin
$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
1076
Manitou Investment Management
Ontario, Canada
$43.5K – – –
RIM
1077
Rockbridge Investment Management
New York
$42.9K +$42.9K +84 New
BCPWM
1078
Bradley & Co Private Wealth Management
Florida
$42.9K – – –
SWM
1079
Sugarloaf Wealth Management
Georgia
$41.9K -$2.56K -5 -6%
WTA
1080
Washington Trust Advisors
Massachusetts
$41.1K -$19.5K -38 -32%
FWA
1081
FSC Wealth Advisors
New York
$40.9K +$40.9K +80 New
TCWA
1082
Turtle Creek Wealth Advisors
Texas
$40.4K +$40.4K +79 New
FMII
1083
Farmers & Merchants Investments Inc
Nebraska
$39.9K +$39.9K +78 New
JWM
1084
Janiczek Wealth Management
Colorado
$39.4K – – –
JSP
1085
Jackson Square Partners
California
$39.4K -$21.5K -42 -35%
JFGIW
1086
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38.9K +$38.9K +76 New
DAM
1087
Delta Asset Management
Tennessee
$38.3K – – –
BWL
1088
Bogart Wealth LLC
Virginia
$37.8K – – –
HWA
1089
HHM Wealth Advisors
Tennessee
$35.3K -$5.62K -11 -14%
SVCP
1090
Silicon Valley Capital Partners
California
$33.7K – – –
CC
1091
Centiva Capital
New York
$33.2K -$1.77M -3,470 -98%
VCM
1092
Versant Capital Management
Arizona
$33.2K -$2.56K -5 -7%
TCM
1093
TD Capital Management
Tennessee
$33.2K – – –
USB
1094
Union Savings Bank
Connecticut
$33.2K – – –
TWD
1095
True Wealth Design
Ohio
$31.2K +$30.2K +59 +2,950%
MBFW
1096
Morton Brown Family Wealth
Pennsylvania
$30.7K +$30.7K +60 New
RFS
1097
Richardson Financial Services
Massachusetts
$30.7K +$30.7K +60 New
JWA
1098
JFS Wealth Advisors
Pennsylvania
$29.7K +$511 +1 +2%
LFG
1099
Larson Financial Group
Missouri
$28.1K -$2.56K -5 -8%
RFA
1100
Resurgent Financial Advisors
Georgia
$28.1K – – –
42 43
44
45 46