ULTA icon

Ulta Beauty
ULTA

Overview Fund Activity

554 hedge funds and large institutions have $12.5B invested in Ulta Beauty in 2017 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 186 increasing their positions, 187 reducing their positions, and 94 closing their positions.

Holders
554
Holders Change
+21
Holders Change %
+3.94%
% of All Funds
12.58%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
118
Increased
186
Reduced
187
Closed
94
Calls
$542M
Puts
$428M
Net Calls
+$114M
Net Calls Change
+$139M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$436M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$328M
3
CGI
3
CI Global Investments
California
$154M
4
Bank of America
4
Bank of America
North Carolina
$247M
5
Ameriprise
5
Ameriprise
Minnesota
$425M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$143M
3
BRC
3
Blue Ridge Capital
New York
$42.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
SAM
5
Scopus Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
476
Huntington National Bank
Ohio
$45K 200 – –
CA
477
Calton & Associates
Florida
$45K 199 +199 New
SPIA
478
Steward Partners Investment Advisory
New York
$44K 199 -21 -10%
CHP
479
Cable Hill Partners
Oregon
$42K 173 -114 -40%
GLI
480
Guardian Life Insurance
New York
$42K 188 +56 +42%
FFC
481
First Financial Corp
Indiana
$41K 184 – –
AIL
482
AGF Investments LLC
Ontario, Canada
$39K 171 +171 New
RFA
483
Reilly Financial Advisors
California
$35K 157 +100 +175%
FCMT
484
Founders Capital Management (Texas)
Texas
$34K 150 – –
GSC
485
G&S Capital
Colorado
$34K 150 +150 New
PO
486
Private Ocean
California
$34K 150 +150 New
SLF
487
Sun Life Financial
Ontario, Canada
$29K 128 -299 -70%
TWA
488
TCI Wealth Advisors
Arizona
$27K 120 – –
CBOA
489
Commonwealth Bank of Australia
Australia
$26K 124 +99 +396%
GRP
490
Global Retirement Partners
California
$25K 112 +112 New
SWA
491
Sutton Wealth Advisors
Florida
$24.6K 110 – –
TSW
492
Thompson Siegel & Walmsley
Virginia
$23K 104 – –
LNB
493
Ledyard National Bank
$23K 104 – –
WPA
494
West Paces Advisors
Georgia
$22.4K 100 – –
GFP
495
Gryphon Financial Partners
Ohio
$21K 93 +93 New
CAW
496
Cornerstone Advisors (Washington)
Washington
$20K 89 -9 -9%
MIC
497
MU Investments Company
Japan
$18K 80 +80 New
FPFS
498
First Personal Financial Services
North Carolina
$17K 76 +76 New
WAM
499
Wealthspire Advisors (Maryland)
Maryland
$13K 59 -90 -60%
TCOV
500
Trust Company of Vermont
Vermont
$13K 57 -31 -35%
18 19
20
21 22