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Ulta Beauty

1,061 hedge funds and large institutions have $23.4B invested in Ulta Beauty in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 388 increasing their positions, 390 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+25
Holders Change %
+2.41%
% of All Funds
15.38%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
130
Increased
388
Reduced
390
Closed
94
Calls
$1.07B
Puts
$1.36B
Net Calls
-$291M
Net Calls Change
-$199M
Name Holding Trade Value Shares
Change
Shares
Change %
Rafferty Asset Management
426
Rafferty Asset Management
New York
$2.57M -$252K -481 -9%
PWS
427
Peterson Wealth Services
Utah
$2.54M +$627K +1,199 +33%
CAN
428
Cetera Advisor Networks
California
$2.51M -$54.9K -105 -2%
WCA
429
Westover Capital Advisors
Delaware
$2.47M -$43.9K -84 -2%
LA
430
Lindenwold Advisors
Pennsylvania
$2.46M -$2.09K -4 -0.1%
TC
431
Trium Capital
United Kingdom
$2.45M -$1.89M -3,610 -43%
SMDAM
432
Sumitomo Mitsui DS Asset Management
Japan
$2.44M +$10.5K +20 +0.4%
B
433
Bailard
California
$2.41M +$17.8K +34 +0.7%
LI
434
Lafayette Investments
Maryland
$2.36M +$31.9K +61 +1%
WG
435
Winton Group
United Kingdom
$2.35M +$152K +290 +7%
SSI
436
Scott & Selber Inc
Texas
$2.33M +$3.66K +7 +0.2%
BC
437
Burney Company
Virginia
$2.32M -$86.3K -165 -4%
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$2.31M -$57K -109 -2%
MA
439
Modus Advisors
Minnesota
$2.31M -$21.4K -41 -0.9%
AP
440
Americana Partners
Texas
$2.31M +$969K +1,854 +73%
AI
441
Atria Investments
North Carolina
$2.3M -$76.9K -147 -3%
Wealthfront Advisers
442
Wealthfront Advisers
California
$2.29M -$225K -430 -9%
Pacer Advisors
443
Pacer Advisors
Pennsylvania
$2.29M +$304K +582 +15%
AAM
444
Azzad Asset Management
Virginia
$2.29M -$5.75K -11 -0.3%
RCM
445
Radnor Capital Management
Pennsylvania
$2.23M
CG
446
Caprock Group
Idaho
$2.23M +$9.94K +19 +0.4%
MA
447
Montag & Associates
Georgia
$2.23M +$2.23M +4,256 New
RFC
448
Regions Financial Corp
Alabama
$2.22M +$160K +306 +8%
WR
449
WD Rutherford
Oregon
$2.21M +$884K +1,691 +67%
ECM
450
Evergreen Capital Management
Washington
$2.19M +$2.19M +4,188 New