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Ulta Beauty

979 hedge funds and large institutions have $17.7B invested in Ulta Beauty in 2023 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 370 increasing their positions, 369 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
-41
Holders Change %
-4.02%
% of All Funds
15.61%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
105
Increased
370
Reduced
369
Closed
129
Calls
$1.01B
Puts
$1.16B
Net Calls
-$159M
Net Calls Change
+$230M
Name Holding Trade Value Shares
Change
Shares
Change %
SM
551
Sciencast Management
New Jersey
$753K +$753K +1,885 New
VIM
552
Vinva Investment Management
Australia
$752K -$912K -2,285 -55%
CSPIA
553
Cary Street Partners Investment Advisory
Virginia
$749K +$687K +1,721 +1,125%
Lido Advisors
554
Lido Advisors
California
$747K -$209K -523 -22%
FNBOH
555
First National Bank of Hutchinson
Kansas
$745K +$30K +75 +4%
CIC
556
Chase Investment Counsel
Virginia
$742K +$742K +1,860 New
HNB
557
Huntington National Bank
Ohio
$727K +$10.4K +26 +1%
EF
558
Empirical Finance
Pennsylvania
$725K +$55.1K +138 +8%
BFM
559
Boothbay Fund Management
New York
$719K -$1.57M -3,929 -69%
KRSITF
560
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$705K -$12.8K -32 -2%
EAM
561
Empirical Asset Management
Massachusetts
$699K +$500K +1,251 +251%
JIC
562
Johnson Investment Counsel
Ohio
$698K -$14K -35 -2%
CSPAM
563
Cary Street Partners Asset Management
Virginia
$689K +$7.99K +20 +1%
OWA
564
Outlook Wealth Advisors
Texas
$689K +$20K +50 +3%
MSFS
565
Main Street Financial Solutions
Pennsylvania
$687K +$286K +717 +71%
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$685K +$285K +714 +71%
IA
567
IFP Advisors
Florida
$682K -$1.15M -2,886 -63%
ASC
568
Atalanta Sosnoff Capital
New York
$679K -$5.99K -15 -0.9%
APC
569
Aspire Private Capital
North Carolina
$676K +$46.3K +116 +7%
BJL
570
Brighton Jones LLC
Washington
$675K +$9.19K +23 +1%
JWCA
571
J.W. Cole Advisors
Florida
$675K +$210K +525 +45%
CB
572
Cadence Bank
Mississippi
$664K +$164K +411 +33%
FDS
573
Freedom Day Solutions
Texas
$663K -$727K -1,821 -52%
UFF
574
USA Financial Formulas
Michigan
$656K -$7.59K -19 -1%
OPS
575
Orion Portfolio Solutions
Nebraska
$655K -$712K -1,782 -52%