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Ulta Beauty
ULTA

Overview Fund Activity

741 hedge funds and large institutions have $14.2B invested in Ulta Beauty in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 235 increasing their positions, 236 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+81
Holders Change %
+12.27%
% of All Funds
13.15%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
164
Increased
235
Reduced
236
Closed
75
Calls
$741M
Puts
$673M
Net Calls
+$67.5M
Net Calls Change
+$84M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$317M
2
AAMU
Amundi Asset Management US
Massachusetts
+$170M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$95.9M
4
JCM
Junto Capital Management
New York
+$62.7M
5
Ameriprise
Ameriprise
Minnesota
+$62M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$275M
2
Select Equity Group
Select Equity Group
New York
-$170M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$150M
4
BlackRock
BlackRock
New York
-$101M
5
ACM
Alta Capital Management
Utah
-$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
551
HBK Sorce Advisory
Pennsylvania
$248K -$349K -1,217 -58%
LBD
552
Landsberg Bennett & Dubbaneh
Florida
$248K -$52.9K -184 -18%
Schroder Investment Management Group
553
Schroder Investment Management Group
United Kingdom
$248K -$17.2K -60 -6%
GHA
554
GW Henssler & Associates
Georgia
$248K +$248K +865 New
IWM
555
IHT Wealth Management
Illinois
$242K +$242K +842 New
WA
556
WESPAC Advisors
California
$241K +$241K +838 New
GIM
557
Goelzer Investment Management
Indiana
$240K +$240K +837 New
PWPS
558
Pinnacle Wealth Planning Services
Ohio
$239K +$239K +834 New
GCP
559
GSA Capital Partners
United Kingdom
$236K +$236K +822 New
RWB
560
RMR Wealth Builders
New Jersey
$232K +$232K +807 New
DAS
561
Dynamic Advisor Solutions
Arizona
$232K +$232K +809 New
AIC
562
Ameritas Investment Company
Nebraska
$231K +$231K +804 New
PWA
563
Phoenix Wealth Advisors
North Carolina
$230K +$230K +802 New
CAN
564
Cetera Advisor Networks
California
$229K +$229K +798 New
QC
565
QCM Cayman
Texas
$226K -$165K -574 -42%
BCM
566
Bienville Capital Management
New York
$226K +$226K +788 New
RFN
567
RDA Financial Network
Iowa
$224K +$224K +781 New
Wealthfront Advisers
568
Wealthfront Advisers
California
$224K +$224K +782 New
Tudor Investment Corp
569
Tudor Investment Corp
Connecticut
$222K +$222K +773 New
GIA
570
Gateway Investment Advisers
Ohio
$221K +$221K +770 New
IAN
571
Integrated Advisors Network
Texas
$219K +$219K +764 New
IA
572
IndexIQ Advisors
New York
$216K +$101K +352 +88%
CI
573
Conning Inc
Connecticut
$215K +$215K +747 New
RIA
574
Regal Investment Advisors
Michigan
$215K +$215K +749 New
GAM
575
Grandview Asset Management
Pennsylvania
$215K +$215K +750 New
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23
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