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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 %
SW
626
SkyOak Wealth
Michigan
$435K -$725K -1,666 -62%
UWP
627
Uniting Wealth Partners
Kansas
$435K +$435K +1,000 New
DWP
628
Daymark Wealth Partners
Ohio
$433K -$65.2K -150 -13%
MOS
629
MGO One Seven
Ohio
$430K -$236K -543 -35%
WWA
630
Wisconsin Wealth Advisors
Wisconsin
$418K +$418K +961 New
RWB
631
RMR Wealth Builders
New Jersey
$408K -$1.18M -2,723 -74%
MFG
632
Merit Financial Group
Georgia
$405K +$405K +932 New
ACA
633
Aptus Capital Advisors
Alabama
$398K +$398K +914 New
RP
634
Rowlandmiller & Partners
Georgia
$396K – – –
SFI
635
Siemens Fonds Invest
Germany
$396K -$66.6K -153 -14%
CBT
636
Central Bank & Trust
Kentucky
$395K -$4.35K -10 -1%
CFG
637
Chapman Financial Group
Hawaii
$395K +$395K +908 New
TFS
638
Thoroughbred Financial Services
Tennessee
$394K -$9.98K -23 -2%
SIA
639
Schechter Investment Advisors
Michigan
$393K -$27.8K -64 -7%
Capstone Investment Advisors
640
Capstone Investment Advisors
New York
$386K -$33.9K -78 -8%
OIA
641
OneDigital Investment Advisors
Kansas
$383K -$51.3K -118 -12%
EIM
642
Essex Investment Management
Massachusetts
$382K -$34.8K -80 -8%
JF
643
Jump Financial
Illinois
$380K -$5.55M -12,759 -94%
TL
644
Tradewinds LLC
North Carolina
$377K -$887K -2,363 -70%
CP
645
Covenant Partners
Tennessee
$375K – – –
VWM
646
Valley Wealth Managers
New Jersey
$374K -$87K -200 -19%
APWM
647
Argonautica Private Wealth Management
Massachusetts
$374K +$15.2K +35 +4%
WJWM
648
Williams Jones Wealth Management
New York
$370K -$231K -530 -38%
AWM
649
Accurate Wealth Management
Florida
$366K -$1.67K -4 -0.5%
VIM
650
Vinva Investment Management
Australia
$366K +$366K +840 New
24 25
26
27 28