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Ulta Beauty

660 hedge funds and large institutions have $11B invested in Ulta Beauty in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 244 increasing their positions, 236 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
13.35%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
86
Increased
244
Reduced
236
Closed
77
Calls
$566M
Puts
$583M
Net Calls
-$16.5M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
501
Kennedy Capital Management
Missouri
$228K +$224 +1 +0.1%
RWA
502
Ropes Wealth Advisors
Massachusetts
$227K +$11.2K +50 +5%
Connor, Clark & Lunn Investment Management (CC&L)
503
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$226K -$419K -1,869 -65%
CA
504
Calton & Associates
Florida
$225K +$225K +1,002 New
VFPI
505
Vantage Financial Partners (Illinois)
Illinois
$224K +$224K +1,000 New
RFC
506
Regions Financial Corp
Alabama
$222K -$670K -2,997 -75%
GKWIM
507
Gerber Kawasaki Wealth & Investment Management
California
$217K -$159K -713 -42%
TFS
508
TrustCore Financial Services
Tennessee
$217K +$211K +945 +3,635%
SIG
509
Sargent Investment Group
Maryland
$213K -$22.4K -100 -10%
UH
510
Unigestion Holding
Switzerland
$212K -$9.39K -42 -4%
Schroder Investment Management Group
511
Schroder Investment Management Group
United Kingdom
$212K
Los Angeles Capital Management
512
Los Angeles Capital Management
California
$205K -$146K -652 -42%
Federated Hermes
513
Federated Hermes
Pennsylvania
$202K -$4.5M -20,064 -96%
SPC
514
Sigma Planning Corp
Michigan
$201K -$246K -1,099 -55%
LWS
515
Lucia Wealth Services
California
$189K
PWMG
516
Prestige Wealth Management Group
New Jersey
$171K +$10.5K +47 +7%
QT
517
Quantbot Technologies
New York
$171K +$171K +765 New
FQ
518
First Quadrant
California
$163K -$209K -936 -56%
VFA
519
Valeo Financial Advisors
Indiana
$146K +$141K +629 +2,859%
GRP
520
Global Retirement Partners
California
$144K +$2.24K +10 +2%
LTI
521
Laffer Tengler Investments
Tennessee
$143K +$32.3K +144 +29%
Bank Julius Baer & Co
522
Bank Julius Baer & Co
Switzerland
$141K -$26.1M -116,360 -99%
FDCDDQ
523
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K -$1.34M -5,976 -90%
OIA
524
Optimum Investment Advisors
Illinois
$139K +$14.6K +65 +12%
TPWA
525
TRUE Private Wealth Advisors
Oregon
$131K -$24.9K -112 -16%