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Ulta Beauty

978 hedge funds and large institutions have $17.7B invested in Ulta Beauty in 2023 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 369 increasing their positions, 369 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
-41
Holders Change %
-4.02%
% of All Funds
15.6%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
105
Increased
369
Reduced
369
Closed
129
Calls
$1.01B
Puts
$1.16B
Net Calls
-$159M
Net Calls Change
+$230M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
501
NorthCrest Asset Manangement
Minnesota
$995K -$13.6K -34 -1%
AP
502
Americana Partners
Texas
$992K -$507K -1,202 -34%
EI
503
Ethic Inc
New York
$985K +$317K +793 +47%
BTWM
504
Baker Tilly Wealth Management
Wisconsin
$984K -$9.99K -25 -1%
IB
505
Intrust Bank
Kansas
$980K -$130K -326 -12%
WR
506
WD Rutherford
Oregon
$963K -$385K -963 -29%
SIA
507
Schear Investment Advisers
Ohio
$961K -$37.9K -95 -4%
HIS
508
Horizon Investment Services
Indiana
$942K -$127K -317 -12%
PWP
509
Perfromance Wealth Partners
Illinois
$940K -$7.99K -20 -0.8%
AMM
510
American Money Management
California
$934K
ETC
511
Exchange Traded Concepts
Oklahoma
$930K +$663K +1,660 +248%
MYIA
512
Mount Yale Investment Advisors
Colorado
$924K +$95.5K +239 +12%
JFG
513
Jefferies Financial Group
New York
$919K +$919K +2,301 New
EOJOAM
514
E. Ohman J:or Asset Management
Sweden
$919K
PFWA
515
Paces Ferry Wealth Advisors
Georgia
$914K -$2.8K -7 -0.3%
IC
516
IEQ Capital
California
$904K +$130K +326 +17%
PCIA
517
Prime Capital Investment Advisors
Kansas
$898K +$16.4K +41 +2%
LAM
518
Lifestyle Asset Management
Texas
$897K +$71.5K +179 +9%
TBC
519
Ted Buchan & Co
California
$886K +$65.5K +164 +8%
SAM
520
Sompo Asset Management
Japan
$879K +$879K +2,200 New
AC
521
AXQ Capital
New Jersey
$879K +$879K +2,200 New
CC
522
Centiva Capital
New York
$878K +$878K +2,197 New
CUAMC
523
China Universal Asset Management Company
China
$856K -$719K -1,800 -46%
RWB
524
RMR Wealth Builders
New Jersey
$842K +$455K +1,138 +117%
CA
525
Cetera Advisors
Colorado
$830K +$58.7K +147 +8%