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Ulta Beauty
ULTA

Overview Fund Activity

936 hedge funds and large institutions have $15.3B invested in Ulta Beauty in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 342 increasing their positions, 362 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
-48
Holders Change %
-4.88%
% of All Funds
12.71%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
96
Increased
342
Reduced
362
Closed
124
Calls
$1.38B
Puts
$807M
Net Calls
+$576M
Net Calls Change
+$448M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$436M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$252M
3
Franklin Resources
Franklin Resources
California
+$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$151M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$134M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$431M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$167M
3
PC
PointState Capital
New York
-$160M
4
State Street
State Street
Massachusetts
-$125M
5
Millennium Management
Millennium Management
New York
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
526
LVM Capital Management
Michigan
$601K +$601K +1,640 New
RCA
527
Resonant Capital Advisors
Wisconsin
$598K +$20.2K +55 +3%
STA
528
Summit Trail Advisors
New York
$598K +$335K +915 +128%
SIC
529
Schwartz Investment Counsel
Michigan
$595K – – –
LA
530
Legacy Advisors
Pennsylvania
$586K -$12.5K -34 -2%
CAM
531
Creekmur Asset Management
Illinois
$583K +$583K +1,590 New
TIA
532
Trust Investment Advisors
Indiana
$581K +$12.8K +35 +2%
AAS
533
Ameritas Advisory Services
Nebraska
$579K +$12.4K +30 +2%
UCFA
534
United Capital Financial Advisors
Texas
$577K -$48.8K -133 -8%
ACM
535
Avalon Capital Management
California
$576K – – –
PAS
536
Park Avenue Securities
New York
$573K +$78K +213 +16%
GAM
537
Groupama Asset Management
France
$572K -$203K -565 -26%
SDIC
538
South Dakota Investment Council
South Dakota
$568K +$366K +1,000 +182%
DO
539
denkapparat Operations
Germany
$560K +$353K +962 +170%
SC
540
Sepio Capital
Utah
$553K -$1.47K -4 -0.3%
QOP
541
Quinn Opportunity Partners
Virginia
$550K – – –
FPAS
542
Focus Partners Advisor Solutions
Missouri
$544K +$544K +1,483 New
EH
543
Equitable Holdings
New York
$542K -$42.2K -115 -7%
4A
544
4Wealth Advisors
Illinois
$542K +$111K +303 +26%
EC
545
Enhancing Capital
Pennsylvania
$541K +$14.3K +39 +3%
NMIMC
546
Northwestern Mutual Investment Management Company
Wisconsin
$541K -$7.33K -20 -1%
SC
547
SummitTX Capital
Texas
$536K +$536K +1,462 New
FB
548
Fulton Bank
Pennsylvania
$533K -$361K -986 -40%
BCM
549
Brookstone Capital Management
Illinois
$528K +$234K +639 +80%
BAM
550
Blueshift Asset Management
New Jersey
$525K -$965K -2,632 -65%
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