Ulta Beauty
ULTA
ULTA
1,025 hedge funds and large institutions have $22B invested in Ulta Beauty in 2023 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 364 increasing their positions, 397 reducing their positions, and 135 closing their positions.
New
Increased
Maintained
Reduced
Closed
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
13% less capital invested
Capital invested by funds: $25.2B → $22B (-$3.26B)
26% less call options, than puts
Call options by funds: $1.11B | Put options by funds: $1.5B
50% less funds holding in top 10
Funds holding in top 10: 24 → 12 (-12)
Holders
1,025
Holding in Top 10
12
Calls
$1.11B
Puts
$1.5B
Top Buyers
| 1 | +$497M | |
| 2 | +$241M | |
| 3 | +$225M | |
| 4 |
Holocene Advisors
New York
|
+$216M |
| 5 |
BlackRock
New York
|
+$180M |
Top Sellers
| 1 | -$1.12B | |
| 2 | -$299M | |
| 3 | -$167M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$162M |
| 5 |
AM
AGF Management
Toronto,
Ontario, Canada
|
-$125M |