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Ulta Beauty
ULTA

Overview Fund Activity

984 hedge funds and large institutions have $18B invested in Ulta Beauty in 2024 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 301 increasing their positions, 394 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
984
Holders Change
+26
Holders Change %
+2.71%
% of All Funds
13.1%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
170
Increased
301
Reduced
394
Closed
132
Calls
$1.68B
Puts
$1.56B
Net Calls
+$128M
Net Calls Change
+$414M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$431M
2
Marshall Wace
Marshall Wace
United Kingdom
+$198M
3
PC
PointState Capital
New York
+$160M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
5
SCM
Smead Capital Management
Arizona
+$89.1M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$530M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$373M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$203M
4
Goldman Sachs
Goldman Sachs
New York
-$167M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
501
Bulltick Wealth Management
Florida
$981K – – –
MP
502
Mangrove Partners
Connecticut
$973K +$973K +2,236 New
ASN
503
Advisory Services Network
Georgia
$963K -$198K -456 -17%
NB
504
Norinchukin Bank
Japan
$961K +$86.6K +199 +10%
CGH
505
Crossmark Global Holdings
Texas
$955K +$332K +764 +53%
AMM
506
American Money Management
California
$953K +$96.1K +221 +11%
EWM
507
Evergreen Wealth Management
Michigan
$944K +$46.1K +106 +5%
GAM
508
Groupama Asset Management
France
$939K +$450K +1,034 +92%
SF
509
Synovus Financial
Georgia
$930K -$181K -417 -16%
RIL
510
Rothschild Investment LLC
Illinois
$924K +$10.4K +24 +1%
CB
511
Cadence Bank
Mississippi
$924K +$248K +571 +37%
CFG
512
Citizens Financial Group
Rhode Island
$919K -$129K -297 -12%
ATPW
513
Ashton Thomas Private Wealth
Arizona
$919K +$919K +2,114 New
DLA
514
Douglas Lane & Associates
New York
$917K +$47K +108 +5%
AIMCA
515
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$905K +$905K +2,080 New
FAT
516
First American Trust
California
$902K -$96.5K -222 -10%
WDA
517
Wendell David Associates
New Hampshire
$898K -$78.3K -180 -8%
FLPIM
518
F.L. Putnam Investment Management
Massachusetts
$885K -$39.1K -90 -4%
AWS
519
Atria Wealth Solutions
New York
$875K +$4.35K +10 +0.5%
NG
520
Novem Group
New York
$874K +$874K +2,010 New
WCM
521
Winebrenner Capital Management
Kentucky
$870K +$870K +2,000 New
Wealthfront Advisers
522
Wealthfront Advisers
California
$862K +$130K +299 +18%
EI
523
Ethic Inc
New York
$859K -$669K -1,538 -44%
GIA
524
Gateway Investment Advisers
Ohio
$854K -$148K -340 -15%
CAM
525
Cresset Asset Management
Illinois
$846K -$2.32M -5,335 -73%
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