LULU icon

lululemon athletica
LULU

Overview Fund Activity

1,065 hedge funds and large institutions have $31.3B invested in lululemon athletica in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 357 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
-115
Holders Change %
-9.75%
% of All Funds
15.49%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
125
Increased
458
Reduced
357
Closed
225
Calls
$1.85B
Puts
$2.37B
Net Calls
-$526M
Net Calls Change
+$152M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.51B
2
Flossbach Von Storch
Flossbach Von Storch
Germany
$311M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$308M
4
Invesco
Invesco
Georgia
$405M
5
Capital World Investors
Capital World Investors
California
$437M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$435K
2
AllianceBernstein
AllianceBernstein
Tennessee
$790M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$127M
4
DZ Bank
DZ Bank
Germany
$1.11M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
1226
Delta Financial Advisors
Louisiana
– -$232K -595 Closed
PWM
1227
Power Wealth Management
Georgia
– -$230K -590 Closed
FFM
1228
Forum Financial Management
Illinois
– -$230K -588 Closed
SDAM
1229
Shulman DeMeo Asset Management
New York
– -$228K -584 Closed
TWM
1230
Trueblood Wealth Management
Ohio
– -$227K -580 Closed
Koshinski Asset Management
1231
Koshinski Asset Management
Illinois
– -$226K -579 Closed
AWA
1232
Aaron Wealth Advisors
Illinois
– -$225K -576 Closed
AWM
1233
Avondale Wealth Management
Texas
– -$225K -575 Closed
RWA
1234
River Wealth Advisors
Pennsylvania
– -$219K -561 Closed
CWS
1235
Confluence Wealth Services
Pennsylvania
– -$217K -555 Closed
PWMAG
1236
Pinnacle Wealth Management Advisory Group
New Jersey
– -$214K -549 Closed
RWP
1237
RWA Wealth Partners
Massachusetts
– -$214K -548 Closed
WAAG
1238
Wealth Alliance Advisory Group
Kansas
– -$213K -545 Closed
CCFM
1239
Clear Creek Financial Management
Washington
– -$209K -536 Closed
CIA
1240
Choate Investment Advisors
Massachusetts
– -$209K -534 Closed
HC
1241
Hamilton Capital
Ohio
– -$209K -534 Closed
MCM
1242
McRae Capital Management
New Jersey
– -$207K -530 Closed
FPAS
1243
Focus Partners Advisor Solutions
Missouri
– -$206K -527 Closed
AHC
1244
Adell Harriman & Carpenter
Texas
– -$205K -525 Closed
FTIS
1245
First Trust Investment Solutions
Florida
– -$205K -525 Closed
OWMIAS
1246
One Wealth Management Investment & Advisory Services
Florida
– -$205K -525 Closed
STA
1247
Summit Trail Advisors
New York
– -$203K -519 Closed
WAM
1248
Weatherly Asset Management
California
– -$202K -518 Closed
EM
1249
Excalibur Management
Massachusetts
– -$202K -517 Closed
SIG
1250
Stonegate Investment Group
Alabama
– -$202K -517 Closed
48 49
50
51 52