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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 %
KFI
651
Key Financial Inc
Pennsylvania
$22K +$22K +76 New
CI
652
CX Institutional
Indiana
$19K +$3.22K +11 +20%
APA
653
American Portfolios Advisors
New York
$15.8K +$4.02K +14 +34%
CFD
654
Creative Financial Designs
Indiana
$15K – – –
JFGIW
655
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K – – –
RPWA
656
Regent Peak Wealth Advisors
Georgia
$15K +$15K +52 New
ARIS
657
Advanced Research Investment Solutions
California
$14K – – –
SC
658
Steph & Co
Wisconsin
$14K – – –
WT
659
Washington Trust
Rhode Island
$14K – – –
TFM
660
TFC Financial Management
Massachusetts
$14K – – –
AssetMark Inc
661
AssetMark Inc
California
$14K +$571 +2 +4%
GWMIA
662
Global Wealth Management Investment Advisory
Florida
$14K +$14K +50 New
PA
663
Parallel Advisors
California
$12K -$18.9K -66 -61%
HI
664
Hudock Inc
Pennsylvania
$12K – – –
MAM
665
Meeder Asset Management
Ohio
$12K +$1.71K +6 +17%
CA
666
Clearstead Advisors
Ohio
$11K – – –
ME
667
McIlrath & Eck
Washington
$11K – – –
CA
668
Crewe Advisors
Utah
$11K +$4.34K +15 +65%
TFGT
669
TS Financial Group (TSFG)
Illinois
$11K +$11K +40 New
H
670
Hexavest
Quebec, Canada
$10K – – –
SLF
671
Sun Life Financial
Ontario, Canada
$10K – – –
PC
672
Permanens Capital
New York
$10K +$10K +35 New
TPCW
673
TD Private Client Wealth
New York
$9.76K +$287 +1 +3%
SWM
674
Sugarloaf Wealth Management
Georgia
$9K – – –
SIC
675
Salem Investment Counselors
North Carolina
$9K – – –
25 26
27
28 29