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Ulta Beauty
ULTA
ULTA
660 hedge funds and large institutions have $9.94B invested in Ulta Beauty in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 239 increasing their positions, 212 reducing their positions, and 94 closing their positions.
New
Increased
Maintained
Reduced
Closed
28% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 94
14% more capital invested
Capital invested by funds: $8.72B → $9.94B (+$1.22B)
13% more repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 212
3% more funds holding
Funds holding: 638 → 660 (+22)
1.12% less ownership
Funds ownership: 87.93% → 86.81% (-1.1%)
28% less call options, than puts
Call options by funds: $395M | Put options by funds: $551M
45% less funds holding in top 10
Funds holding in top 10: 11 → 6 (-5)
Holders
660
Holders Change
+22
Holders Change %
+3.45%
% of All Funds
13.53%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.12%
New
120
Increased
239
Reduced
212
Closed
94
Calls
$395M
Puts
$551M
Net Calls
-$156M
Net Calls Change
-$106M
Top Buyers
| 1 |
ClearBridge Investments
New York
|
+$510M |
| 2 |
JP Morgan Chase
New York
|
+$142M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$104M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$87.7M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$81.4M |
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$313M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$196M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$190M |
| 4 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$119M |
| 5 |
RC
Rivulet Capital
Summit,
New Jersey
|
-$92.3M |
