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lululemon athletica
LULU

Overview Fund Activity

1,180 hedge funds and large institutions have $41.1B invested in lululemon athletica in 2024 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 467 increasing their positions, 400 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-42
Holders Change %
-3.44%
% of All Funds
17.11%
Holding in Top 10
10
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-56.52%
% of All Funds
0.14%
New
138
Increased
467
Reduced
400
Closed
165
Calls
$2.29B
Puts
$2.97B
Net Calls
-$678M
Net Calls Change
+$43.4M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$396M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$230M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$196M
4
Franklin Resources
Franklin Resources
California
+$196M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$172M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$789M
2
Artisan Partners
Artisan Partners
Wisconsin
-$389M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$241M
4
Jennison Associates
Jennison Associates
New York
-$235M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1101
Manchester Capital Management
Vermont
$10.4K +$1.54K +4 +17%
SIC
1102
SJS Investment Consulting
Ohio
$10.2K – – –
EWM
1103
Evermay Wealth Management
Virginia
$10.2K -$391 -1 -4%
GWSA
1104
Global Wealth Strategies & Associates
Colorado
$10.2K – – –
AWM
1105
Abound Wealth Management
Tennessee
$10.2K +$391 +1 +4%
HDIM
1106
Hanson & Doremus Investment Management
Vermont
$10K – – –
DIP
1107
DT Investment Partners
Pennsylvania
$9.77K – – –
MFG
1108
Mendota Financial Group
Wisconsin
$9.38K – – –
TIM
1109
Tortoise Investment Management
New York
$9.38K – – –
CAM
1110
Clarity Asset Management
Iowa
$9.38K – – –
MWM
1111
Mascoma Wealth Management
New Hampshire
$8.99K – – –
CQS
1112
Credential Qtrade Securities
$8.98K – – –
SC
1113
Stephens Consulting
Michigan
$8.2K -$4.69K -12 -36%
SIS
1114
Sound Income Strategies
Florida
$8.2K – – –
GEA
1115
Glen Eagle Advisors
New Jersey
$7.81K +$7.42K +19 +1,900%
AFWM
1116
Abich Financial Wealth Management
Virginia
$7.42K +$7.42K +19 New
CAM
1117
Creekmur Asset Management
Illinois
$7.42K +$7.42K +19 New
VF
1118
VitalStone Financial
Texas
$7K +$6.59K +16 +1,600%
VWA
1119
Valued Wealth Advisors
Utah
$6.64K +$3.91K +10 +143%
HWA
1120
Heritage Wealth Advisors
Virginia
$6.64K – – –
NCTC
1121
New Covenant Trust Company
Indiana
$6.64K +$6.64K +17 New
PWMG
1122
Prestige Wealth Management Group
New Jersey
$6.25K +$391 +1 +7%
DCM
1123
Davidson Capital Management
Texas
$5.86K – – –
TH
1124
TCTC Holdings
Texas
$5.47K +$5.47K +14 New
RTL
1125
Red Tortoise LLC
Georgia
$5.08K – – –
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