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Ulta Beauty

660 hedge funds and large institutions have $11B invested in Ulta Beauty in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 244 increasing their positions, 236 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
13.35%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
86
Increased
244
Reduced
236
Closed
77
Calls
$566M
Puts
$583M
Net Calls
-$16.5M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
551
Jacobi Capital Management
Pennsylvania
$52K
RTC
552
Riverview Trust Company
Washington
$51K -$169K -752 -77%
AWA
553
Arkadios Wealth Advisors
Georgia
$50.8K -$12.8K -53 -20%
CTC
554
Central Trust Company
Missouri
$50K
FHA
555
First Horizon Advisors
Tennessee
$50K
EP
556
Eudaimonia Partners
Tennessee
$49K +$22.7K +101 +86%
PP
557
Paloma Partners
Connecticut
$45K -$684K -3,042 -94%
PFS
558
Prospera Financial Services
Texas
$45K +$45K +203 New
Carson Wealth (CWM LLC)
559
Carson Wealth (CWM LLC)
Nebraska
$43K
BCA
560
Bray Capital Advisors
Florida
$39K
PCIA
561
Prime Capital Investment Advisors
Kansas
$38K +$15.6K +70 +70%
SIAS
562
Shine Investment Advisory Services
Colorado
$37K
HIIFS
563
Harel Insurance Investments & Financial Services
Israel
$34K -$68K -304 -67%
ST
564
Smithfield Trust
Pennsylvania
$34K
LWA
565
Lenox Wealth Advisors
New York
$34K
PO
566
Private Ocean
California
$34K
FC
567
FORA Capital
Florida
$34K +$34K +150 New
SFSIG
568
San Francisco Sentry Investment Group
California
$32K -$901 -4 -3%
IF
569
Ironwood Financial
Arizona
$32K
HFM
570
Harvest Fund Management
China
$31K +$31K +136 New
QCG
571
Quadrant Capital Group
Ohio
$29K -$2.27K -10 -7%
TWA
572
TCI Wealth Advisors
Arizona
$28K +$1.54K +7 +6%
SWA
573
Sutton Wealth Advisors
Florida
$26.9K
AIM
574
AIA Investment Management
Singapore
$26K
IFAM
575
Institutional & Family Asset Management
Colorado
$25K +$8.33K +37 +50%