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Ulta Beauty
ULTA

Overview Fund Activity

936 hedge funds and large institutions have $15.3B invested in Ulta Beauty in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 342 increasing their positions, 362 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
-48
Holders Change %
-4.88%
% of All Funds
12.71%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
96
Increased
342
Reduced
362
Closed
124
Calls
$1.38B
Puts
$807M
Net Calls
+$576M
Net Calls Change
+$448M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$436M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$252M
3
Franklin Resources
Franklin Resources
California
+$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$151M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$134M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$431M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$167M
3
PC
PointState Capital
New York
-$160M
4
State Street
State Street
Massachusetts
-$125M
5
Millennium Management
Millennium Management
New York
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
626
Siemens Fonds Invest
Germany
$338K +$4.77K +13 +1%
MPM
627
MBB Public Markets
Illinois
$337K +$337K +919 New
DTL
628
Dynamic Technology Lab
Singapore
$334K -$1.51M -4,123 -82%
TFS
629
Thoroughbred Financial Services
Tennessee
$327K -$5.49K -15 -2%
YIH
630
Y-Intercept (HK)
Hong Kong
$325K +$325K +888 New
KWA
631
Kingswood Wealth Advisors
California
$323K -$54.4K -148 -14%
OTPPB
632
Ontario Teachers' Pension Plan Board
Ontario, Canada
$320K -$167M -455,595 -100%
LWCFA
633
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$315K -$10.6K -28 -3%
1C
634
111 Capital
France
$313K +$313K +854 New
PA
635
Profund Advisors
Maryland
$310K -$109K -297 -26%
DWP
636
Daymark Wealth Partners
Ohio
$310K -$54.6K -149 -15%
AWM
637
Accurate Wealth Management
Florida
$309K -$6.87K -19 -2%
MIA
638
MMBG Investment Advisors
Florida
$309K +$309K +844 New
CPIG
639
Chicago Partners Investment Group
Illinois
$307K +$307K +781 New
AWA
640
Aaron Wealth Advisors
Illinois
$306K +$127K +346 +71%
MSAM
641
Moloney Securities Asset Management
Missouri
$305K -$733 -2 -0.2%
TL
642
Tradewinds LLC
North Carolina
$305K -$64.1K -175 -17%
GCP
643
GSA Capital Partners
United Kingdom
$304K +$304K +829 New
SPC
644
Sigma Planning Corp
Michigan
$304K +$734 +2 +0.2%
MSA
645
MUFG Securities Americas
New York
$301K +$45.8K +125 +18%
SFS
646
Stiles Financial Services
Minnesota
$299K +$126K +343 +72%
PCIA
647
Prime Capital Investment Advisors
Kansas
$299K -$138K -378 -32%
KCM
648
Kathmere Capital Management
Pennsylvania
$299K +$117K +319 +64%
SIG
649
Sargent Investment Group
Maryland
$297K -$6.23K -17 -2%
CTA
650
Chesley Taft & Associates
Illinois
$297K +$121K +331 +69%
24 25
26
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