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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 %
Cambridge Investment Research Advisors
326
Cambridge Investment Research Advisors
Iowa
$2.95M -$114K -261 -4%
SIG
327
Stonegate Investment Group
Alabama
$2.88M +$14.8K +34 +0.5%
AIC
328
Aurora Investment Counsel
Georgia
$2.87M +$2.61K +6 +0.1%
Cerity Partners
329
Cerity Partners
New York
$2.87M +$106K +262 +4%
Wealth Enhancement Advisory Services
330
Wealth Enhancement Advisory Services
Minnesota
$2.84M -$2.58M -5,929 -48%
CB
331
Commerce Bank
Missouri
$2.83M -$13.7M -31,524 -83%
NRD
332
Nebula Research & Development
New York
$2.83M +$2.83M +6,506 New
HAS
333
HBW Advisory Services
California
$2.82M +$286K +658 +11%
PAM
334
Panagora Asset Management
Massachusetts
$2.81M +$2.45M +5,624 +668%
CSP
335
Cary Street Partners
Virginia
$2.8M +$2.8M +6,435 New
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$2.8M +$578K +1,328 +26%
LCM
337
Landscape Capital Management
New Jersey
$2.78M -$3.07M -7,052 -52%
IC
338
IEQ Capital
California
$2.77M +$2.2M +5,050 +384%
SAMC
339
Spectrum Asset Management (California)
California
$2.76M +$28.3K +65 +1%
SSI
340
Scott & Selber Inc
Texas
$2.74M -$56.1K -129 -2%
Janus Henderson Group
341
Janus Henderson Group
United Kingdom
$2.73M -$38.7K -89 -1%
IP
342
Interval Partners
New York
$2.72M +$2.72M +6,263 New
FDCDDQ
343
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.71M -$630K -1,448 -19%
WPW
344
Warther Private Wealth
Ohio
$2.68M -$10.3M -23,619 -79%
Mariner
345
Mariner
Kansas
$2.68M +$330K +759 +14%
SCTC
346
Sanibel Captiva Trust Company
Florida
$2.66M -$248K -570 -9%
NRG
347
Nemes Rush Group
Michigan
$2.65M +$173K +397 +7%
CAM
348
Carret Asset Management
New York
$2.63M +$142K +327 +6%
GC
349
Guggenheim Capital
Illinois
$2.62M +$2.18K +5 +0.1%
YCM
350
Yousif Capital Management
Michigan
$2.59M -$100K -231 -4%
12 13
14
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