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lululemon athletica

1,086 hedge funds and large institutions have $40.9B invested in lululemon athletica in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 436 increasing their positions, 341 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more funds holding in top 10

Funds holding in top 10: 1322 (+9)

28% more repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 341

13% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 85

2% more capital invested

Capital invested by funds: $40.2B → $40.9B (+$656M)

0% more funds holding

Funds holding: 1,0841,086 (+2)

0.18% less ownership

Funds ownership: 87.18%87% (-0.18%)

13% less call options, than puts

Call options by funds: $1.86B | Put options by funds: $2.14B

Holders
1,086
Holders Change
+2
Holders Change %
+0.18%
% of All Funds
17.23%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.35%
New
96
Increased
436
Reduced
341
Closed
85
Calls
$1.86B
Puts
$2.14B
Net Calls
-$286M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
1151
Employees Retirement System of Texas
Texas
-$199K -527 Closed
NICM
1152
Neo Ivy Capital Management
New York
-$142K -375 Closed
ODG
1153
O'Dell Group
Ohio
-$108K -286 Closed
CA
1154
Crewe Advisors
Utah
-$49.6K -131 Closed
MS
1155
Mizuho Securities
Japan
-$49.2K -130 Closed
PIAS
1156
PCA Investment Advisory Services
Ohio
-$42.8K -113 Closed
RI
1157
Ridgewood Investments
New Jersey
-$37.9K -100 Closed
CFO
1158
CVA Family Office
Colorado
-$31.8K -84 Closed
QPBE
1159
Quintet Private Bank (Europe)
Luxembourg
-$22.7K -60 Closed
IGWM
1160
ICA Group Wealth Management
Colorado
-$15.9K -42 Closed
FCG
1161
Financial Connections Group
California
-$9K -25 Closed
MCM
1162
MV Capital Management
Maryland
-$9.46K -25 Closed
TAM
1163
Tucker Asset Management
Colorado
-$7.57K -20 Closed
BHWM
1164
Beaird Harris Wealth Management
Texas
-$5.68K -15 Closed
FA
1165
Fiduciary Alliance
South Carolina
-$3.79K -10 Closed
DI
1166
Disciplined Investments
Oklahoma
-$2.65K -7 Closed
CWA
1167
Clearview Wealth Advisors
Oregon
-$1.14K -3 Closed
EA
1168
Evolution Advisers
Virginia
-$1K -3 Closed
2L
1169
25 LLC
Missouri
-$380 -1 Closed

LULU Hedge Fund Activity: Q3 2023 in Review

1,086 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2023, worth a combined $40.9B — up 1.6% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new LULU positions and 85 closed out — a net gain of 11 holders — while 436 added to existing stakes and 341 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $408M. The largest seller was Renaissance Technologies, cutting an estimated $243M.

  • 1,086 institutional investors held lululemon athletica (LULU) as of Q3 2023, up from 1,084 in Q2 2023.
  • Funds reported $40.9B of lululemon athletica stock for Q3 2023, up 1.6% quarter-over-quarter.
  • 96 funds opened new lululemon athletica positions in Q3 2023 and 85 closed out, a net change of +11 holders.
  • The largest lululemon athletica buyer in Q3 2023 was AllianceBernstein, an estimated $408M added.
  • The largest lululemon athletica seller in Q3 2023 was Renaissance Technologies, an estimated $243M sold.

Based on aggregated 13F filings for Q3 2023.