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Ulta Beauty

1,061 hedge funds and large institutions have $23.4B invested in Ulta Beauty in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 388 increasing their positions, 390 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+25
Holders Change %
+2.41%
% of All Funds
15.38%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
130
Increased
388
Reduced
390
Closed
94
Calls
$1.07B
Puts
$1.36B
Net Calls
-$291M
Net Calls Change
-$199M
Name Holding Trade Value Shares
Change
Shares
Change %
MYLI
626
Meiji Yasuda Life Insurance
Japan
$782K
EIM
627
Essex Investment Management
Massachusetts
$775K -$50.2K -96 -6%
NF
628
Nikulski Financial
Iowa
$774K +$36.6K +70 +5%
IBOK
629
Independence Bank of Kentucky
Kentucky
$771K -$10.5K -20 -1%
TIA
630
Trust Investment Advisors
Indiana
$760K -$1.05K -2 -0.1%
EWM
631
Evergreen Wealth Management
Michigan
$757K
BFM
632
Boothbay Fund Management
New York
$750K -$185K -353 -20%
RCA
633
Resonant Capital Advisors
Wisconsin
$748K +$9.94K +19 +1%
OIM
634
Oder Investment Management
California
$742K -$18.8K -36 -2%
FRM
635
Fox Run Management
Connecticut
$742K +$742K +1,420 New
GWM
636
GSB Wealth Management
Connecticut
$737K
AAG
637
Accordant Advisory Group
Maryland
$734K +$734K +1,403 New
OBGC
638
O'Brien Greene & Co
Pennsylvania
$732K
TMAM
639
Tokio Marine Asset Management
Japan
$726K +$127K +242 +21%
SPA
640
Sherbrooke Park Advisers
New York
$726K +$726K +1,388 New
KIA
641
Knollwood Investment Advisory
Maryland
$723K
MYAM
642
Meiji Yasuda Asset Management
Japan
$710K -$61.2K -117 -8%
AWM
643
Avitas Wealth Management
California
$702K -$5.75K -11 -0.8%
HAG
644
HighPoint Advisor Group
Illinois
$701K -$52.5K -130 -7%
GVAG
645
Great Valley Advisor Group
Delaware
$701K +$3.66K +7 +0.5%
KWM
646
Keebeck Wealth Management
Illinois
$693K
RIM
647
Rakuten Investment Management
Japan
$683K +$620K +1,185 +979%
HBT
648
Heartland Bank & Trust
Illinois
$677K +$2.61K +5 +0.4%
AAS
649
Avantax Advisory Services
Texas
$664K +$22K +42 +3%
NW
650
NewEdge Wealth
Pennsylvania
$659K +$5.17K +13 +0.8%