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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 %
GFPC
1101
Global Financial Private Client
Florida
$13.8K +$382 +1 +3%
ECM
1102
Estabrook Capital Management
New York
$13.4K – – –
JWA
1103
JFS Wealth Advisors
Pennsylvania
$13K -$31.4K -82 -71%
SC
1104
Sawyer & Company
Massachusetts
$13K – – –
HWA
1105
Heritage Wealth Advisors
Virginia
$12.6K -$4.21K -11 -25%
NAAA
1106
New Age Alpha Advisors
New York
$12.6K +$1.91K +5 +18%
WA
1107
Whipplewood Advisors
Colorado
$12.6K +$12.6K +33 New
SIC
1108
SJS Investment Consulting
Ohio
$12.2K -$765 -2 -6%
AIC
1109
Archer Investment Corporation
Indiana
$12.2K – – –
CCA
1110
Criterion Capital Advisors
Tennessee
$11.9K – – –
NWM
1111
Nova Wealth Management
Florida
$11.5K +$11.5K +30 New
RCA
1112
Runnymede Capital Advisors
Ohio
$11.5K +$11.5K +30 New
MMCM
1113
Murphy & Mullick Capital Management
New York
$11.1K +$11.1K +29 New
OIA
1114
Optimum Investment Advisors
Illinois
$10.7K – – –
IRAG
1115
Investment Research & Advisory Group
Georgia
$10.7K – – –
WTA
1116
Washington Trust Advisors
Massachusetts
$10.7K +$10.7K +28 New
CFD
1117
Creative Financial Designs
Indiana
$10.3K – – –
ZB
1118
Zions Bancorporation
Utah
$10.3K +$8.03K +21 +350%
GWSA
1119
Global Wealth Strategies & Associates
Colorado
$9.94K – – –
DIP
1120
DT Investment Partners
Pennsylvania
$9.56K – – –
BCWM
1121
Bartlett & Co Wealth Management
Ohio
$9.56K -$76.5K -200 -89%
CAM
1122
Clarity Asset Management
Iowa
$9.18K – – –
TIM
1123
Tortoise Investment Management
New York
$9.18K – – –
HWM
1124
Hemington Wealth Management
Virginia
$9K -$2.16K -6 -19%
FCG
1125
Financial Connections Group
California
$9K – – –
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