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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
$530M
2
AAMU
Amundi Asset Management US
Massachusetts
$232M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$95.9M
4
JCM
Junto Capital Management
New York
$62.7M
5
Ameriprise
Ameriprise
Minnesota
$146M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$102M
2
Select Equity Group
Select Equity Group
New York
$586M
3
AllianceBernstein
AllianceBernstein
Tennessee
$151M
4
BlackRock
BlackRock
New York
$1.04B
5
ACM
Alta Capital Management
Utah
$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
626
Carson Wealth (CWM LLC)
Nebraska
$43K – – –
PO
627
Private Ocean
California
$43K – – –
MA
628
Montag & Associates
Georgia
$43K +$43K +150 New
IF
629
Ironwood Financial
Arizona
$42K – – –
GAM
630
Gemmer Asset Management
California
$40K +$40K +140 New
TC
631
Truvestments Capital
Florida
$40K +$40K +142 New
QCG
632
Quadrant Capital Group
Ohio
$39K +$2.29K +8 +6%
LWA
633
Lenox Wealth Advisors
New York
$38K -$5.1K -18 -12%
ICP
634
Interchange Capital Partners
Pennsylvania
$37K +$37K +130 New
HFM
635
Harvest Fund Management
China
$35K -$4.02K -14 -10%
SWA
636
Sutton Wealth Advisors
Florida
$34.5K – – –
TWA
637
TCI Wealth Advisors
Arizona
$34K -$1.98K -7 -6%
IFAM
638
Institutional & Family Asset Management
Colorado
$32K – – –
AP
639
Atwood & Palmer
Missouri
$29K – – –
SIAP
640
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K – – –
FNBOSM
641
First National Bank of South Miami
Florida
$29K – – –
WT
642
Whittier Trust
California
$29K – – –
ETC
643
Exchange Traded Concepts
Oklahoma
$28K -$292 -1 -1%
AWM
644
Avior Wealth Management
Nebraska
$27K – – –
LWM
645
Liberty Wealth Management
California
$27K +$4.22K +15 +19%
SC
646
Skylands Capital
Wisconsin
$26K – – –
LWANC
647
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K +$26K +90 New
RFA
648
Reilly Financial Advisors
California
$25K – – –
MHR
649
Matthew Hamilton Rosenberg
$25K – – –
WWM
650
Wolff Wiese Magana
California
$25K +$25K +88 New
24 25
26
27 28