Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lululemon Athletica Inc (LULU)

835 + Investors. Track Smart Money conviction in LULU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -95
Streak
2Q ▼
Buyers last Q
42%

Smart Money Signals — LULU

Based on 856 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their LULU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 72% of 3.0Y peak

72% of all-time peak
856 funds currently hold this stock — 72% of the 3.0-year high of 1,188 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 18% fewer funds vs a year ago

fund count last 6Q
183 fewer hedge funds hold LULU compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 42% buying

428 buying591 selling
Last quarter: 591 funds reduced or exited vs 428 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 127 → 245 → 152 → 136. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
558 out of 856 hedge funds have held LULU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +18%, value -22%

Value
-22%
Shares
+18%
Last quarter: funds added +18% more shares while total portfolio value only changed -22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

148 → 127 → 245 → 152 → 136 new funds/Q
New funds entering each quarter: 127 → 245 → 152 → 136. LULU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 71% veterans vs 19% newcomers

■ 71% veterans ■ 10% 1-2yr ■ 19% new
Entry-cohort mix of 925 holders: 658 (71%) are 2+ year veterans, 92 entered 1–2 years ago, and 175 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
64 of 846 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in LULU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LULU

In 2026 Q2, 428 hedge funds were net buyers of LULU (136 opened a new position, 292 added to an existing one), while 591 reduced or exited (360 trimmed, 231 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 53% of total institutional value in LULU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -95 funds (more exits than new entries). Total institutional holders: 856.

Hedge Fund Ownership: LULU

How many hedge funds hold LULU — quarterly history vs. share price
Quarterly hedge fund ownership of LULU vs. share price

Market Analysis: LULU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LULU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 3 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: LULU
835 + Investors

Track Smart Money conviction in LULU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 835 951 -12.2%
13F Shares 109M 107M 1.97%
Total Value $12.47B $16.25B -23.23%
New Positions 130 152 -22
Increased Positions 272 309 -37
Closed Positions 236 205 +31
Reduced Positions 338 359 -21
Total Calls 41 36 13.89%
Total Puts 37 39 -5.13%
PUT/CALL Ratio 0.9 1.08 Neutral

Statistics: LULU

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Financial Highlights

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Institutional Holders (2026 Q2)

835 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LULU. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LULU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VR Advisory Services Ltd 3.13% 309,402 $35.3M
2 Black Cypress Capital Management, LLC 3.10% 40,653 $4.6M
3 Rule One Partners, LLC 2.10% 127,600 $14.6M
4 RWWM, Inc. 1.99% 235,581 $26.9M
5 Bright Rock Capital Management, LLC 1.83% 80,000 $9.1M
6 Quinn Opportunity Partners LLC 1.56% 294,432 $33.6M
7 Stelac Advisory Services LLC 1.40% 65,933 $7.5M
8 Elgethun Capital Management 1.37% 86,396 $9.9M
9 Chescapmanager LLC 1.22% 125,000 $14.3M
10 Zuckerman Investment Group, LLC 1.21% 125,509 $14.3M
11 Rayburn West Financial Services LLC 1.13% 17,985 $2.1M
12 Sparta 24 Ltd. 1.06% 10,145 $1.2M
13 Tenzing Global Management, LLC 1.05% 20,000 $2.3M
14 Formula Growth Ltd 1.00% 25,000 $2.9M
15 Bender Robert & Associates 0.95% 40,177 $4.6M
16 Elevated Private Wealth, LLC 0.95% 8,817 $1.0M
17 Flossbach von Storch Se 0.94% 1,816,360 $207.4M
18 Easterly Investment Partners LLC 0.84% 144,544 $16.5M
19 Accordant Advisory Group Inc 0.81% 10,501 $1.2M
20 Silverleafe Capital Partners, LLC 0.79% 25,300 $2.9M
21 Harber Asset Management LLC 0.72% 10,450 $1.2M
22 Northwest Bancshares, Inc. 0.60% 28,972 $3.3M
23 Federated Hermes, INC. 0.60% 3,625,210 $413.9M
24 Camelot Portfolios, LLC 0.59% 7,335 $838K
25 Tilia Fiduciary Partners, INC. 0.58% 10,656 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lululemon Athletica Inc (LULU)

What does the Smart Money Trend signal show for LULU?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their LULU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LULU?

More sellers than buyers — 42% buying: Last quarter: 591 funds reduced or exited vs 428 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LULU holders?

Elite ownership — 53% AUM from top-100 funds: 64 of 846 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in LULU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LULU?

65% of holders stayed for 2+ years: 558 out of 856 hedge funds have held LULU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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