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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 %
LB
601
Legacy Bridge
Iowa
$112K – – –
CFA
602
Carroll Financial Associates
North Carolina
$109K – – –
KTC
603
Kistler-Tiffany Companies
Pennsylvania
$100K – – –
WEC
604
Winslow Evans & Crocker
Massachusetts
$90K – – –
SPIA
605
Steward Partners Investment Advisory
New York
$89K +$61.2K +214 +221%
CCA
606
Column Capital Advisors
Indiana
$87K – – –
VBCG
607
Valley Brook Capital Group
Pennsylvania
$87K +$87K +305 New
BFEC
608
Benjamin F. Edwards & Company
Missouri
$81K +$12.7K +44 +19%
TLFA
609
True Link Financial Advisors
California
$79K +$79K +275 New
NICM
610
Neo Ivy Capital Management
New York
$77K +$77K +268 New
JCM
611
Jacobi Capital Management
Pennsylvania
$73K +$7.16K +25 +11%
BDS
612
Banco de Sabadell
Florida
$71K – – –
MME
613
Meag Munich Ergo
Germany
$71K – – –
PWM
614
Perigon Wealth Management
California
$70K +$70K +243 New
CTC
615
Central Trust Company
Missouri
$65K – – –
FFA
616
Freedman Financial Associates
Massachusetts
$62K +$62K +217 New
PWMG
617
Prestige Wealth Management Group
New Jersey
$56K -$166K -571 -75%
FHA
618
First Horizon Advisors
Tennessee
$54K -$9.66K -34 -15%
GI
619
Gradient Investments
Minnesota
$54K – – –
O
620
Ossiam
France
$51K -$254K -886 -83%
BCA
621
Bray Capital Advisors
Florida
$50K – – –
SFSIG
622
San Francisco Sentry Investment Group
California
$50K +$8.96K +31 +22%
PCIA
623
Prime Capital Investment Advisors
Kansas
$49K – – –
ST
624
Smithfield Trust
Pennsylvania
$45K – – –
SQA
625
Simon Quick Advisors
New Jersey
$45K +$45K +155 New
23 24
25
26 27