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Ulta Beauty
ULTA

Overview Fund Activity

984 hedge funds and large institutions have $18B invested in Ulta Beauty in 2024 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 301 increasing their positions, 394 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
984
Holders Change
+26
Holders Change %
+2.71%
% of All Funds
13.1%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
170
Increased
301
Reduced
394
Closed
132
Calls
$1.68B
Puts
$1.56B
Net Calls
+$128M
Net Calls Change
+$414M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$431M
2
Marshall Wace
Marshall Wace
United Kingdom
+$198M
3
PC
PointState Capital
New York
+$160M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
5
SCM
Smead Capital Management
Arizona
+$89.1M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$530M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$373M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$203M
4
Goldman Sachs
Goldman Sachs
New York
-$167M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
601
Phoenix Wealth Advisors
North Carolina
$504K +$6.09K +14 +1%
BAM
602
Belpointe Asset Management
Nevada
$499K -$268K -759 -35%
PA
603
Profund Advisors
Maryland
$497K +$87.9K +202 +21%
AFCM
604
Applied Finance Capital Management
Puerto Rico
$497K – – –
GI
605
GAMMA Investing
California
$496K +$313K +719 +170%
EB
606
Eastern Bank
Massachusetts
$495K -$547K -1,258 -52%
TC
607
TAGStone Capital
North Carolina
$489K – – –
TWP
608
Tempus Wealth Planning
California
$488K +$74.8K +172 +18%
HNB
609
Huntington National Bank
Ohio
$483K -$85.7K -197 -15%
Envestnet Portfolio Solutions
610
Envestnet Portfolio Solutions
Illinois
$481K -$384K -882 -44%
TIAA Trust, National Association
611
TIAA Trust, National Association
North Carolina
$480K -$20.9K -48 -4%
CC
612
Chicago Capital
Illinois
$478K – – –
PIA
613
Prakash Investment Advisors
Massachusetts
$478K +$478K +1,100 New
AIP
614
Alexis Investment Partners
Texas
$477K +$477K +1,096 New
JCM
615
J2 Capital Management
Michigan
$477K +$477K +1,097 New
IFWM
616
Institute for Wealth Management
Colorado
$465K +$2.61K +6 +0.6%
NW
617
NewEdge Wealth
Pennsylvania
$461K -$174K -401 -27%
MFAM
618
Motley Fool Asset Management
Virginia
$460K +$55.7K +128 +14%
TSWM
619
Triangle Securities Wealth Management
North Carolina
$459K +$1.74K +4 +0.4%
NERM
620
New England Research & Management
Illinois
$455K -$559K -1,285 -55%
SCM
621
Sterling Capital Management
North Carolina
$454K +$18.3K +42 +4%
KWA
622
Kingswood Wealth Advisors
California
$447K +$447K +1,027 New
FAN
623
Financial Advisors Network
California
$446K +$446K +1,025 New
SWM
624
Spire Wealth Management
Virginia
$438K +$150K +344 +52%
GT
625
Greenleaf Trust
Michigan
$436K -$1.14M -2,627 -72%
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