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Ulta Beauty
ULTA

Overview Fund Activity

859 hedge funds and large institutions have $19.2B invested in Ulta Beauty in 2021 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 314 increasing their positions, 279 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+39
Holders Change %
+4.76%
% of All Funds
13.27%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
138
Increased
314
Reduced
279
Closed
85
Calls
$708M
Puts
$994M
Net Calls
-$286M
Net Calls Change
-$308M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$656M
2
BlackRock
2
BlackRock
New York
$1.75B
3
Citadel Advisors
3
Citadel Advisors
Florida
$201M
4
Ameriprise
4
Ameriprise
Minnesota
$424M
5
NC
5
Nicholas Company
Wisconsin
$81M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$129M
2
Amundi
2
Amundi
France
$91.4M
3
Select Equity Group
3
Select Equity Group
New York
$64.2M
4
Boston Partners
4
Boston Partners
Massachusetts
$97.1M
5
SCM
5
Spyglass Capital Management
California
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
526
Monte Financial Group
Connecticut
$581K +$581K +1,409 New
OBGC
527
O'Brien Greene & Co
Pennsylvania
$578K – – –
HWIS
528
Hancock Whitney Investment Services
Louisiana
$578K +$578K +1,396 New
CB
529
Cadence Bank
Mississippi
$571K +$1.65K +4 +0.3%
TC
530
Telemus Capital
Michigan
$566K -$26.4K -64 -4%
TC
531
TownSquare Capital
Utah
$563K -$3.66M -8,884 -87%
CRC
532
Curi RMB Capital
Illinois
$561K – – –
V
533
Veritable
Delaware
$557K -$423K -1,025 -43%
KPWS
534
Kestra Private Wealth Services
Texas
$550K +$36.7K +89 +7%
SWM
535
Spire Wealth Management
Virginia
$546K +$168K +460 +45%
PHK
536
Point72 Hong Kong
Hong Kong
$546K +$546K +1,324 New
KWM
537
Keebeck Wealth Management
Illinois
$540K -$23.5K -57 -4%
FPA
538
First Pacific Advisors
California
$528K +$528K +1,280 New
RCA
539
Resonant Capital Advisors
Wisconsin
$527K +$47.4K +115 +10%
NFG
540
Next Financial Group
Texas
$519K +$41.2K +100 +9%
Wealthfront Advisers
541
Wealthfront Advisers
California
$505K +$34.2K +83 +7%
CI
542
Cigna Investments
Connecticut
$503K -$193K -470 -28%
GIM
543
Groesbeck Investment Management
New Jersey
$503K – – –
FFS
544
Founders Financial Securities
Maryland
$498K +$21.8K +53 +5%
PSUF
545
People's United Financial
Connecticut
$493K -$217K -527 -31%
PA
546
Profund Advisors
Maryland
$475K +$19K +46 +4%
Axa
547
Axa
France
$470K +$14K +34 +3%
PAS
548
Park Avenue Securities
New York
$469K -$41.3K -100 -8%
SM
549
Sciencast Management
New Jersey
$469K +$469K +1,128 New
GA
550
Greytown Advisors
Florida
$467K -$9.89K -24 -2%
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22
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