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Ulta Beauty
ULTA

Overview Fund Activity

984 hedge funds and large institutions have $18B invested in Ulta Beauty in 2024 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 301 increasing their positions, 394 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
984
Holders Change
+26
Holders Change %
+2.71%
% of All Funds
13.1%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
170
Increased
301
Reduced
394
Closed
132
Calls
$1.68B
Puts
$1.56B
Net Calls
+$128M
Net Calls Change
+$414M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$431M
2
Marshall Wace
Marshall Wace
United Kingdom
+$198M
3
PC
PointState Capital
New York
+$160M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
5
SCM
Smead Capital Management
Arizona
+$89.1M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$530M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$373M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$203M
4
Goldman Sachs
Goldman Sachs
New York
-$167M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPW
276
Evergreen Private Wealth
Colorado
$4.31M +$162K +373 +4%
AB
277
Amalgamated Bank
New York
$4.21M -$120K -277 -3%
MC
278
Maverick Capital
Texas
$4.21M +$4.21M +9,669 New
Skandinaviska Enskilda Banken (SEB)
279
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.18M – – –
CS
280
Candriam SCA
Luxembourg
$4.16M -$11.7M -26,915 -74%
BGDI
281
BW Gestao de Investimentos
Brazil
$4.13M +$4.13M +9,500 New
ECM
282
Eisler Capital Management
United Kingdom
$4.07M +$4.07M +9,460 New
DnB Asset Management
283
DnB Asset Management
Norway
$4.07M +$19.6K +45 +0.5%
Tudor Investment Corp
284
Tudor Investment Corp
Connecticut
$4.06M -$6.2M -14,266 -60%
GT
285
Glenview Trust
Kentucky
$4.03M -$1.65M -3,784 -29%
FCH
286
Freestone Capital Holdings
Washington
$4M +$44.8K +103 +1%
BCIM
287
British Columbia Investment Management
British Columbia, Canada
$3.92M +$461K +1,060 +13%
II
288
IFM Investors
Australia
$3.85M -$447K -1,027 -10%
LSPW
289
Lake Street Private Wealth
Illinois
$3.83M +$38.3K +88 +1%
GIM
290
Goelzer Investment Management
Indiana
$3.82M -$56.5K -130 -1%
PC
291
Permanens Capital
New York
$3.8M – – –
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$3.74M +$3.1M +7,140 +492%
BCM
293
Bayesian Capital Management
New York
$3.72M +$3.72M +8,554 New
Robeco Institutional Asset Management
294
Robeco Institutional Asset Management
Netherlands
$3.72M +$80.5K +185 +2%
PVI
295
Pine Valley Investments
New Jersey
$3.63M -$537K -1,234 -13%
IUHSA
296
Itau Unibanco Holding S.A.
Brazil
$3.61M +$3.61M +8,294 New
KPWS
297
Kestra Private Wealth Services
Texas
$3.59M -$579K -1,331 -14%
CBB
298
Citizens Business Bank
California
$3.58M -$922K -1,448 -20%
CM
299
Caption Management
Oklahoma
$3.57M +$3.57M +8,200 New
JC
300
JB Capital
Connecticut
$3.56M +$183K +421 +5%
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