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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.02B -$44.6M -116,819 -0.6%
BlackRock
2
BlackRock
New York
$3B +$75.1M +196,590 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.82B +$14.7M +38,432 +0.5%
Jennison Associates
4
Jennison Associates
New York
$1.84B -$3.09M -8,090 -0.2%
Edgewood Management
5
Edgewood Management
Connecticut
$1.18B -$36.2M -94,644 -3%
State Street
6
State Street
Massachusetts
$1.03B +$11.3M +29,564 +1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$968M -$34.4M -90,113 -3%
AllianceBernstein
8
AllianceBernstein
Tennessee
$833M +$408M +1,067,591 +98%
Morgan Stanley
9
Morgan Stanley
New York
$746M +$167M +437,069 +29%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$719M +$119M +310,347 +20%
Capital World Investors
11
Capital World Investors
California
$591M +$84M +219,992 +17%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$535M +$10.8M +28,302 +2%
American Century Companies
13
American Century Companies
Missouri
$530M +$52.5M +137,454 +11%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$516M +$20M +52,348 +4%
Artisan Partners
15
Artisan Partners
Wisconsin
$499M -$24.1M -63,045 -5%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$410M -$20.4M -53,441 -5%
JP Morgan Chase
17
JP Morgan Chase
New York
$383M -$4.64M -12,133 -1%
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$343M +$340M +889,196 New
Winslow Capital Management
19
Winslow Capital Management
Minnesota
$341M +$53.3M +139,637 +19%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$336M +$50.5M +132,069 +18%
Brown Advisory
21
Brown Advisory
Maryland
$314M -$37.7M -98,772 -11%
Northern Trust
22
Northern Trust
Illinois
$304M +$37.5M +98,106 +14%
Legal & General Group
23
Legal & General Group
United Kingdom
$303M +$17.4M +45,607 +6%
Viking Global Investors
24
Viking Global Investors
Connecticut
$299M -$158M -413,079 -35%
UBS AM
25
UBS AM
Illinois
$292M +$19.5M +51,056 +7%

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.