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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 %
Fuller & Thaler Asset Management
426
Fuller & Thaler Asset Management
California
$1.49M +$163K +375 +12%
OPTFSNA
427
Old Point Trust & Financial Services N A
Virginia
$1.48M -$10.9K -25 -0.7%
Schroder Investment Management Group
428
Schroder Investment Management Group
United Kingdom
$1.47M -$42.2K -97 -3%
LA
429
Lindenwold Advisors
Pennsylvania
$1.47M -$628K -1,445 -30%
WB
430
WesBanco Bank
West Virginia
$1.47M -$664K -1,527 -31%
PI
431
PGGM Investments
Netherlands
$1.47M – – –
KRS
432
Kentucky Retirement Systems
Kentucky
$1.43M -$19.6K -45 -1%
IAIM
433
International Assets Investment Management
Florida
$1.42M -$530M -1,235,256 -100%
YDMI
434
Y.D. More Investments
Israel
$1.42M -$678K -1,560 -32%
IAS
435
IMA Advisory Services
Colorado
$1.41M -$8.7K -20 -0.6%
PWP
436
Perfromance Wealth Partners
Illinois
$1.4M -$54.4K -125 -4%
IIM
437
INTECH Investment Management
Florida
$1.4M -$2.56M -5,891 -65%
EF
438
Empirical Finance
Pennsylvania
$1.4M -$4.78K -11 -0.3%
TRCT
439
Tower Research Capital (TRC)
New York
$1.39M -$1.32M -3,036 -49%
KWM
440
Kingsview Wealth Management
Oregon
$1.38M -$82.2K -189 -6%
MIP
441
Mondrian Investment Partners
United Kingdom
$1.37M +$1.37M +3,323 New
P
442
&Partners
Tennessee
$1.35M +$521K +1,208 +63%
SAM
443
Shell Asset Management
Netherlands
$1.34M -$143K -329 -10%
MFG
444
Monte Financial Group
Connecticut
$1.33M +$18.7K +43 +1%
AI
445
Atria Investments
North Carolina
$1.33M +$192K +441 +17%
LCM
446
Logan Capital Management
Pennsylvania
$1.33M -$130K -300 -9%
Focus Partners Wealth
447
Focus Partners Wealth
Massachusetts
$1.33M +$534K +1,228 +67%
RC
448
Roundview Capital
New Jersey
$1.33M -$274K -629 -17%
SAW
449
Signal Advisors Wealth
Michigan
$1.32M +$24.4K +56 +2%
KAS
450
Kestra Advisory Services
Texas
$1.29M +$94.8K +218 +8%
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