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Ulta Beauty

547 hedge funds and large institutions have $12.8B invested in Ulta Beauty in 2016 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 218 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+40
Holders Change %
+7.89%
% of All Funds
14.62%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.35%
New
87
Increased
177
Reduced
218
Closed
40
Calls
$342M
Puts
$356M
Net Calls
-$13.6M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
501
JNBA Financial Advisors
Minnesota
$39K +$39K +164 New
SAMC
502
Shinko Asset Management Company
Japan
$38K
PMFA
503
Plante Moran Financial Advisors
Michigan
$38K +$38K +159 New
CHP
504
Cable Hill Partners
Oregon
$37K
JCM
505
Jacobi Capital Management
Pennsylvania
$36K
SAM
506
Shamrock Asset Management
Texas
$36K +$36K +150 New
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K
RFS
508
Rockefeller Financial Services
New York
$30K
TWA
509
TCI Wealth Advisors
Arizona
$29K
SWA
510
Sutton Wealth Advisors
Florida
$26.2K
TSW
511
Thompson Siegel & Walmsley
Virginia
$25K -$3.85K -16 -13%
PFBT
512
Parkside Financial Bank & Trust
Missouri
$24K -$2.88K -12 -11%
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$24K +$24K +100 New
WP
514
WealthPLAN Partners
Nebraska
$23.9K -$4.29K -18 -15%
CAW
515
Cornerstone Advisors (Washington)
Washington
$21K +$19.6K +83 +1,383%
LWM
516
LBA Wealth Management
Florida
$19K +$11.9K +50 +167%
PI
517
PineBridge Investments
New York
$17K +$17K +70 New
LAM
518
Lebenthal Asset Management
New York
$17K +$17K +73 New
NSIM
519
North Star Investment Management
Illinois
$14K -$3.5K -15 -20%
CFA
520
Carroll Financial Associates
North Carolina
$14K +$14K +63 New
CGT
521
Capital Guardian Trust
California
$13K
WA
522
WealthTrust-Arizona
Arizona
$12K -$923 -4 -7%
GI
523
Gradient Investments
Minnesota
$12K
DBT
524
Dubuque Bank & Trust
Iowa
$12K
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$10K +$10K +41 New