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lululemon athletica

1,231 hedge funds and large institutions have $39.1B invested in lululemon athletica in 2024 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 377 increasing their positions, 445 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 106

120% more funds holding in top 10

Funds holding in top 10: 1022 (+12)

45% more capital invested

Capital invested by funds: $27B → $39.1B (+$12.1B)

14% more funds holding

Funds holding: 1,0791,231 (+152)

2.34% more ownership

Funds ownership: 85.27%87.61% (+2.3%)

15% less repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 445

25% less call options, than puts

Call options by funds: $2.59B | Put options by funds: $3.46B

Holders
1,231
Holders Change
+152
Holders Change %
+14.09%
% of All Funds
16.21%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
275
Increased
377
Reduced
445
Closed
106
Calls
$2.59B
Puts
$3.46B
Net Calls
-$871M
Net Calls Change
-$663M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.01B -$70.4M -215,504 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.6B -$417M -1,276,531 -12%
BlackRock
3
BlackRock
New York
$3.56B +$47.2M +144,650 +2%
State Street
4
State Street
Massachusetts
$1.86B +$37.7M +115,463 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.85B +$774M +2,371,079 +96%
AllianceBernstein
6
AllianceBernstein
Tennessee
$1.68B +$187M +571,657 +15%
Edgewood Management
7
Edgewood Management
Connecticut
$1.13B -$75.7M -231,935 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$948M +$3.42M +10,461 +0.4%
Morgan Stanley
9
Morgan Stanley
New York
$873M +$57.4M +175,936 +8%
Capital World Investors
10
Capital World Investors
California
$827M +$182M +556,406 +35%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$681M +$138M +421,890 +31%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$524M +$447M +1,369,003 New
Invesco
13
Invesco
Georgia
$495M -$65.7M -201,199 -13%
Flossbach Von Storch
14
Flossbach Von Storch
Germany
$486M -$39.9M -122,164 -9%
American Century Companies
15
American Century Companies
Missouri
$444M -$6.98M -21,384 -2%
Northern Trust
16
Northern Trust
Illinois
$437M +$49.4M +151,336 +15%
Goldman Sachs
17
Goldman Sachs
New York
$403M +$74.5M +228,174 +28%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$370M +$316M +967,710 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$369M -$10.7M -32,890 -3%
UBS AM
20
UBS AM
Illinois
$358M +$29.2M +89,544 +11%
Pictet Asset Management
21
Pictet Asset Management
Switzerland
$346M +$49.9M +152,965 +20%
Legal & General Group
22
Legal & General Group
United Kingdom
$315M -$4.6M -14,093 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$309M +$187M +573,467 +245%
Charles Schwab
24
Charles Schwab
California
$275M +$5.59M +17,119 +2%
Ameriprise
25
Ameriprise
Minnesota
$270M +$130M +396,732 +128%

LULU Hedge Fund Activity: Q4 2024 in Review

1,231 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2024, worth a combined $39.1B — up 45% from $27B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LULU positions and 106 closed out — a net gain of 169 holders — while 377 added to existing stakes and 445 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $774M. The largest seller was Fidelity Investments, cutting an estimated $417M.

  • 1,231 institutional investors held lululemon athletica (LULU) as of Q4 2024, up from 1,079 in Q3 2024.
  • Funds reported $39.1B of lululemon athletica stock for Q4 2024, up 45% quarter-over-quarter.
  • 275 funds opened new lululemon athletica positions in Q4 2024 and 106 closed out, a net change of +169 holders.
  • The largest lululemon athletica buyer in Q4 2024 was T. Rowe Price Associates, an estimated $774M added.
  • The largest lululemon athletica seller in Q4 2024 was Fidelity Investments, an estimated $417M sold.

Based on aggregated 13F filings for Q4 2024.