ULTA icon

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 %
Credit Agricole
476
Credit Agricole
France
$1.9M +$437K +1,029 +30%
CANY
477
Caxton Associates (New York)
New York
$1.89M -$1.35M -2,591 -42%
OAM
478
Oppenheimer Asset Management
New York
$1.88M -$179K -342 -9%
PWSG
479
Pacific Wealth Strategies Group
California
$1.86M -$153K -292 -8%
HL
480
HeadInvest LLC
Maine
$1.86M +$4.18K +8 +0.2%
RJT
481
Raymond James Trust
Florida
$1.85M +$119K +228 +7%
EI
482
Ethic Inc
New York
$1.84M +$412K +788 +29%
NFG
483
Nations Financial Group
Iowa
$1.81M +$1.81M +3,462 New
OC
484
Oarsman Capital
Wisconsin
$1.8M -$155K -297 -8%
SC
485
Savant Capital
Illinois
$1.79M +$1.04M +1,994 +139%
LCM
486
Logan Capital Management
Pennsylvania
$1.79M
DCM
487
Decatur Capital Management
Georgia
$1.77M -$10.5K -20 -0.6%
PWP
488
Perfromance Wealth Partners
Illinois
$1.75M +$219K +419 +14%
MAM
489
Milestone Asset Management
Pennsylvania
$1.75M +$1.75M +3,340 New
ATC
490
Argent Trust Co
Tennessee
$1.73M +$26.1K +50 +2%
AAIS
491
ABN AMRO Investment Solutions
$1.72M +$1.72M +3,293 New
JAM
492
Jupiter Asset Management
United Kingdom
$1.71M -$27.2M -51,996 -94%
BHWM
493
Bar Harbor Wealth Management
New Hampshire
$1.71M +$341K +652 +25%
Wellington Management Group
494
Wellington Management Group
Massachusetts
$1.71M -$3.59M -6,866 -68%
SAM
495
Shell Asset Management
Netherlands
$1.7M -$767K -1,987 -31%
M&T Bank
496
M&T Bank
New York
$1.69M -$5.23K -10 -0.3%
OSAM
497
O'Shaughnessy Asset Management
Connecticut
$1.68M +$83.1K +159 +5%
QPW
498
Quantum Private Wealth
Florida
$1.66M -$2.61K -5 -0.2%
PAS
499
Park Avenue Securities
New York
$1.66M -$122K -234 -7%
PFGIA
500
Patriot Financial Group Insurance Agency
Massachusetts
$1.65M +$73.7K +141 +5%