Ulta Beauty
ULTA
ULTA
1,004 hedge funds and large institutions have $17B invested in Ulta Beauty in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 407 increasing their positions, 359 reducing their positions, and 167 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less call options, than puts
Call options by funds: $ | Put options by funds: $
27% less capital invested
Capital invested by funds: $23.4B → $17B (-$6.37B)
28% less first-time investments, than exits
New positions opened: 121 | Existing positions closed: 167
43% less funds holding in top 10
Funds holding in top 10: 14 → 8 (-6)
Holders
1,004
Holding in Top 10
8
Calls
$861M
Puts
$1.03B
Top Buyers
| 1 | +$266M | |
| 2 | +$148M | |
| 3 | +$113M | |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$107M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$60.8M |
Top Sellers
| 1 | -$241M | |
| 2 | -$167M | |
| 3 | -$142M | |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$134M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$102M |