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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 %
RF
1151
Robbins Farley
New Hampshire
$4.97K – – –
RTL
1152
Red Tortoise LLC
Georgia
$4.97K – – –
AS
1153
Altshuler Shaham
Israel
$4.59K +$4.59K +12 New
PCFFS
1154
Pacific Center for Financial Services
California
$4.21K -$1.91K -5 -31%
CIR
1155
Clear Investment Research
Georgia
$4.21K – – –
WCM
1156
Winthrop Capital Management
Indiana
$4K +$2.4K +6 +150%
NECFA
1157
New England Capital Financial Advisors
Connecticut
$3.83K +$3.83K +10 New
MSWM
1158
Mowery & Schoenfeld Wealth Management
Illinois
$3.83K +$3.83K +10 New
JGIA
1159
Jackson Grant Investment Advisers
Connecticut
$3.82K – – –
CWA
1160
Carolina Wealth Advisors
South Carolina
$3.82K – – –
SN
1161
Sittner & Nelson
Oregon
$3.82K – – –
MTIC
1162
Missouri Trust & Investment Company
Missouri
$3.82K +$3.82K +10 New
SPF
1163
South Plains Financial
Texas
$3.82K +$3.82K +10 New
CAS
1164
Coppell Advisory Solutions
Texas
$3.46K +$384 +1 +13%
MA
1165
MCF Advisors
Kentucky
$3.06K +$1.53K +4 +100%
TFM
1166
TFC Financial Management
Massachusetts
$3.06K +$1.53K +4 +100%
NC
1167
NewSquare Capital
Pennsylvania
$3.06K +$3.06K +8 New
CSWM
1168
Cassady Schiller Wealth Management
Ohio
$3.06K +$3.06K +8 New
CA
1169
Continuum Advisory
Idaho
$3.06K – – –
EFMH
1170
E Fund Management (HK)
Hong Kong
$3K -$119K -316 -98%
CAL
1171
Capital Analysts LLC
Pennsylvania
$3K +$1.88K +5 +167%
FIA
1172
FPC Investment Advisory
California
$2.9K – – –
MWM
1173
Mascoma Wealth Management
New Hampshire
$2.68K -$6.12K -16 -70%
DPW
1174
DiNuzzo Private Wealth
Pennsylvania
$2.3K – – –
WCM
1175
WealthTrak Capital Management
Virginia
$2.3K +$2.3K +6 New
45 46
47
48 49