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Ulta Beauty
ULTA

Overview Fund Activity

859 hedge funds and large institutions have $19.2B invested in Ulta Beauty in 2021 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 314 increasing their positions, 279 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+39
Holders Change %
+4.76%
% of All Funds
13.27%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
138
Increased
314
Reduced
279
Closed
85
Calls
$708M
Puts
$994M
Net Calls
-$286M
Net Calls Change
-$308M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$656M
2
BlackRock
2
BlackRock
New York
$1.75B
3
Citadel Advisors
3
Citadel Advisors
Florida
$201M
4
Ameriprise
4
Ameriprise
Minnesota
$424M
5
NC
5
Nicholas Company
Wisconsin
$81M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$129M
2
Amundi
2
Amundi
France
$91.4M
3
Select Equity Group
3
Select Equity Group
New York
$64.2M
4
Boston Partners
4
Boston Partners
Massachusetts
$97.1M
5
SCM
5
Spyglass Capital Management
California
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
451
Meiji Yasuda Asset Management
Japan
$1.02M -$23.1K -56 -2%
ASN
452
Advisory Services Network
Georgia
$1.02M +$265K +643 +35%
NMIMC
453
Northwestern Mutual Investment Management Company
Wisconsin
$1.01M -$16.5K -40 -2%
PFWA
454
Paces Ferry Wealth Advisors
Georgia
$1M – – –
CAN
455
Cetera Advisor Networks
California
$990K +$77.1K +187 +8%
PWSG
456
Pacific Wealth Strategies Group
California
$990K +$707K +1,714 +249%
EOJOAM
457
E. Ohman J:or Asset Management
Sweden
$990K – – –
RFG
458
Range Financial Group
Oregon
$984K +$26.8K +65 +3%
WJWM
459
Williams Jones Wealth Management
New York
$970K -$17.3K -42 -2%
AC
460
Avestar Capital
New York
$952K -$118K -286 -11%
KAS
461
Kestra Advisory Services
Texas
$950K -$351K -851 -27%
VAFP
462
Vahanian & Associates Financial Planning
New York
$946K +$946K +2,294 New
Acadian Asset Management
463
Acadian Asset Management
Massachusetts
$945K -$3.93M -9,560 -81%
ANRIA
464
American National Registered Investment Advisor
Texas
$933K – – –
PFGIA
465
Patriot Financial Group Insurance Agency
Massachusetts
$902K +$33K +80 +4%
Bessemer Group
466
Bessemer Group
New Jersey
$899K -$212K -514 -19%
RIL
467
Rothschild Investment LLC
Illinois
$884K -$183K -445 -17%
TCM
468
Twin Capital Management
Pennsylvania
$884K -$86.6K -210 -9%
Rockefeller Capital Management
469
Rockefeller Capital Management
New York
$884K +$208K +506 +31%
BB
470
Berkshire Bank
Massachusetts
$872K -$436K -1,057 -33%
AMM
471
American Money Management
California
$867K +$73.4K +178 +9%
TIA
472
Trust Investment Advisors
Indiana
$865K +$13.6K +33 +2%
SGAM
473
Smith Group Asset Management
Texas
$864K +$691K +1,675 +399%
RCAG
474
Rehmann Capital Advisory Group
Michigan
$857K -$5.77K -14 -0.7%
HWA
475
HCR Wealth Advisors
California
$849K +$1.65K +4 +0.2%
17 18
19
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