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Ulta Beauty
ULTA

Overview Fund Activity

652 hedge funds and large institutions have $13.1B invested in Ulta Beauty in 2018 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 215 increasing their positions, 247 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+35
Holders Change %
+5.67%
% of All Funds
14.55%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
125
Increased
215
Reduced
247
Closed
85
Calls
$307M
Puts
$284M
Net Calls
+$23.6M
Net Calls Change
+$11.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$165M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$126M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$117M
4
Citadel Advisors
Citadel Advisors
Florida
+$100M
5
SCM
Suvretta Capital Management
New York
+$59M

Top Sellers

1
BlackRock
BlackRock
New York
-$322M
2
Ameriprise
Ameriprise
Minnesota
-$189M
3
HCM
Hitchwood Capital Management
New York
-$109M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$56.3M
5
SCM
Steadfast Capital Management
New York
-$54.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
551
Wealthspire Advisors (Maryland)
Maryland
$40K +$17K +69 +74%
GLI
552
Guardian Life Insurance
New York
$39K – – –
SLF
553
Sun Life Financial
Ontario, Canada
$39K +$494 +2 +1%
CHP
554
Cable Hill Partners
Oregon
$37K -$10.4K -43 -22%
PO
555
Private Ocean
California
$37K – – –
GWM
556
Geneos Wealth Management
Colorado
$37K +$26.6K +112 +255%
KA
557
Kaizen Advisory
Illinois
$36K +$986 +4 +3%
CBOA
558
Commonwealth Bank of Australia
Australia
$35K +$946 +4 +3%
LFA
559
Legacy Financial Advisors
Kentucky
$34K +$31.5K +127 +1,270%
RWA
560
River Wealth Advisors
Pennsylvania
$33K – – –
FFC
561
First Financial Corp
Indiana
$32K – – –
SWA
562
Sutton Wealth Advisors
Florida
$29.4K – – –
TWA
563
TCI Wealth Advisors
Arizona
$29K – – –
FNBOSM
564
First National Bank of South Miami
Florida
$29K +$29K +100 New
CLOS
565
Compagnie Lombard Odier SCmA
Switzerland
$28K +$28K +113 New
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$27K +$5.3K +22 +24%
JA
567
JOYN Advisors
Georgia
$25K -$11.5K -48 -32%
CAW
568
Cornerstone Advisors (Washington)
Washington
$25K +$2.18K +9 +10%
FPFS
569
First Personal Financial Services
North Carolina
$24K -$19.5K -79 -45%
FTI
570
Fiduciary Trust International
Massachusetts
$24K +$24K +100 New
DSC
571
Duncker Streett & Co
Missouri
$24K +$24K +100 New
PFBT
572
Parkside Financial Bank & Trust
Missouri
$23K -$500 -2 -2%
LWA
573
Lenox Wealth Advisors
New York
$21K -$1.69K -7 -7%
WA
574
WealthTrust-Arizona
Arizona
$21K +$4.83K +20 +30%
VFA
575
Valeo Financial Advisors
Indiana
$20K +$988 +4 +5%
21 22
23
24 25