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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 %
TFM
1101
TFC Financial Management
Massachusetts
$27.1K +$511 +1 +2%
CBT
1102
Central Bank & Trust
Kentucky
$26.6K – – –
TCOV
1103
Trust Company of Vermont
Vermont
$25.6K -$13.3K -26 -34%
CFFP
1104
Center for Financial Planning
Michigan
$25.6K – – –
T
1105
Tidemark
California
$25.6K +$25.6K +50 New
SA
1106
Scarborough Advisors
Maryland
$25.6K +$25.6K +50 New
FMB
1107
Field & Main Bank
Kentucky
$25.6K – – –
VNA
1108
Valley National Advisers
Pennsylvania
$25K +$21.4K +42 +600%
CAC
1109
Core Alternative Capital
Georgia
$24.5K -$70.6K -138 -74%
SIC
1110
Salem Investment Counselors
North Carolina
$23K – – –
WT
1111
Washington Trust
Rhode Island
$23K – – –
BIA
1112
Bell Investment Advisors
California
$22K +$5.62K +11 +34%
AS
1113
Altshuler Shaham
Israel
$20.5K -$9.2K -18 -31%
GJIA
1114
Glass Jacobson Investment Advisors
Maryland
$20.5K – – –
ME
1115
McIlrath & Eck
Washington
$20.5K +$5.11K +10 +33%
CCA
1116
Criterion Capital Advisors
Tennessee
$20.5K +$20.5K +40 New
BL
1117
BFSG LLC
California
$20.5K +$20.5K +40 New
DMKJ
1118
David M. Knott Jr
$20K – – –
BG
1119
Bollard Group
Massachusetts
$19K – – –
ATC
1120
Adirondack Trust Company
New York
$18.7K – – –
CYG
1121
Clean Yield Group
Vermont
$18.4K – – –
QL
1122
Quarry LP
New York
$17.9K -$117K -229 -87%
PK
1123
Pflug Koory
Nebraska
$17.9K – – –
HCP
1124
Hexagon Capital Partners
Arkansas
$17.4K -$5.11K -10 -23%
MCM
1125
MidAtlantic Capital Management
Virginia
$17.4K +$17.4K +34 New
43 44
45
46 47