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Ulta Beauty

1,020 hedge funds and large institutions have $21.9B invested in Ulta Beauty in 2023 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 361 increasing their positions, 396 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
-10
Holders Change %
-0.97%
% of All Funds
16.09%
Holding in Top 10
12
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
133
Increased
361
Reduced
396
Closed
135
Calls
$1.11B
Puts
$1.5B
Net Calls
-$389M
Net Calls Change
+$254M
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
601
Lynch Asset Management
Pennsylvania
$682K
ONB
602
Old National Bancorp
Indiana
$675K -$251K -534 -27%
BS
603
Bessemer Securities
New York
$669K +$669K +1,421 New
VEA
604
Virtus ETF Advisers
New York
$669K -$166K -352 -20%
WBC
605
Westpac Banking Corp
Australia
$663K -$6.85M -14,548 -91%
MSAM
606
Moloney Securities Asset Management
Missouri
$663K +$115K +245 +21%
OBGC
607
O'Brien Greene & Co
Pennsylvania
$658K
ACM
608
Alta Capital Management
Utah
$653K -$6.59K -14 -1%
IAN
609
Integrated Advisors Network
Texas
$650K +$48K +102 +8%
API
610
Advisor Partners II
California
$648K -$21.6K -46 -3%
CWA
611
Consilium Wealth Advisory
Texas
$647K +$26.4K +56 +4%
HL
612
HeadInvest LLC
Maine
$646K +$646K +1,456 New
AF
613
Allworth Financial
California
$643K +$630K +1,339 +4,782%
RFC
614
Regions Financial Corp
Alabama
$641K +$231K +491 +56%
WA
615
Wealth Alliance
New York
$638K -$34.4K -73 -5%
TF
616
Trek Financial
Arizona
$634K +$634K +1,348 New
TRCT
617
Tower Research Capital (TRC)
New York
$622K -$462K -981 -43%
SIA
618
Schechter Investment Advisors
Michigan
$622K +$91.8K +195 +17%
HBT
619
Heartland Bank & Trust
Illinois
$619K -$75.8K -161 -11%
KWM
620
Keebeck Wealth Management
Illinois
$618K
MFS
621
Monetta Financial Services
Illinois
$612K
PA
622
Profund Advisors
Maryland
$605K +$189K +401 +45%
AIC
623
Archer Investment Corporation
Indiana
$596K -$124K -264 -17%
BFS
624
Bradley Foster & Sargent
Connecticut
$593K
LBWM
625
Left Brain Wealth Management
Illinois
$591K -$28.2K -60 -5%