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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 %
AssetMark Inc
601
AssetMark Inc
California
$11K +$3.98K +17 +57%
TFM
602
TFC Financial Management
Massachusetts
$11K +$11K +50 New
APA
603
American Portfolios Advisors
New York
$9.18K +$2.69K +12 +41%
CA
604
Clearstead Advisors
Ohio
$9K -$42.9K -186 -83%
HI
605
Hudock Inc
Pennsylvania
$9K
ME
606
McIlrath & Eck
Washington
$9K
NNP
607
Nachman Norwood & Parrott
South Carolina
$9K +$9K +40 New
MAM
608
Meeder Asset Management
Ohio
$8K -$222 -1 -3%
H
609
Hexavest
Quebec, Canada
$8K
SLF
610
Sun Life Financial
Ontario, Canada
$8K
TPCW
611
TD Private Client Wealth
New York
$7.39K -$8.74K -39 -54%
SWM
612
Sugarloaf Wealth Management
Georgia
$7K
FFA
613
Founders Financial Alliance
North Carolina
$7K +$7K +28 New
NFG
614
Next Financial Group
Texas
$7K +$7K +30 New
SIC
615
Salem Investment Counselors
North Carolina
$7K +$7K +30 New
PMFA
616
Plante Moran Financial Advisors
Michigan
$7K +$7K +31 New
KFS
617
Kelly Financial Services
Massachusetts
$6.5K
FMII
618
Farmers & Merchants Investments Inc
Nebraska
$6K
CFFP
619
Center for Financial Planning
Michigan
$6K
WLPWM
620
Walled Lake Planning & Wealth Management
Illinois
$6K
EARNEST Partners
621
EARNEST Partners
Georgia
$6K
HWA
622
Heritage Wealth Advisors
Virginia
$5.6K +$5.6K +25 New
CFGS
623
Concourse Financial Group Securities
Alabama
$5K -$5.23K -23 -51%
CFN
624
Cordasco Financial Network
Florida
$5K
CA
625
Crewe Advisors
Utah
$5K +$652 +3 +15%