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Ulta Beauty

768 hedge funds and large institutions have $15.4B invested in Ulta Beauty in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 280 increasing their positions, 260 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+27
Holders Change %
+3.64%
% of All Funds
13.52%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
105
Increased
280
Reduced
260
Closed
71
Calls
$868M
Puts
$650M
Net Calls
+$218M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
BTWM
601
Baker Tilly Wealth Management
Wisconsin
$208K +$208K +672 New
HCA
602
Harbour Capital Advisors
Virginia
$207K +$207K +670 New
CWM
603
Cornerstone Wealth Management
Missouri
$206K +$206K +666 New
FQ
604
First Quadrant
California
$197K
OIA
605
Optimum Investment Advisors
Illinois
$192K
Fifth Third Bancorp
606
Fifth Third Bancorp
Ohio
$189K +$35.8K +116 +23%
SIM
607
Sentry Investment Management
Wisconsin
$182K -$870K -2,817 -83%
GRP
608
Global Retirement Partners
California
$179K -$13.9K -45 -7%
Capstone Investment Advisors
609
Capstone Investment Advisors
New York
$173K -$511K -1,657 -75%
AIC
610
Ameritas Investment Company
Nebraska
$166K -$82.9K -268 -33%
SFO
611
Standard Family Office
South Dakota
$165K
HI
612
Harbour Investments
Wisconsin
$165K +$165K +534 New
S
613
SignatureFD
Georgia
$155K +$23.5K +76 +18%
Jones Financial Companies
614
Jones Financial Companies
Missouri
$152K +$3.71K +12 +3%
AF
615
Advisornet Financial
Minnesota
$151K +$24.8K +80 +20%
HIA
616
Harbor Investment Advisory
Maryland
$140K +$619 +2 +0.4%
FF
617
FourThought Financial
Florida
$136K -$284K -919 -68%
VFA
618
Valeo Financial Advisors
Indiana
$134K -$61.7K -199 -32%
Acadian Asset Management
619
Acadian Asset Management
Massachusetts
$133K +$133K +429 New
CCM
620
CAAS Capital Management
New York
$130K +$130K +420 New
DZ Bank
621
DZ Bank
Germany
$124K
CFA
622
Carroll Financial Associates
North Carolina
$119K +$1.23K +4 +1%
LB
623
Legacy Bridge
Iowa
$113K -$7.74K -25 -6%
Credit Agricole
624
Credit Agricole
France
$109K +$105K +339 +2,608%
KTC
625
Kistler-Tiffany Companies
Pennsylvania
$108K