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Ulta Beauty
ULTA

Overview Fund Activity

858 hedge funds and large institutions have $18.2B invested in Ulta Beauty in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 288 increasing their positions, 341 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
13.58%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.24%
New
95
Increased
288
Reduced
341
Closed
89
Calls
$500M
Puts
$684M
Net Calls
-$185M
Net Calls Change
+$101M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$273M
2
Victory Capital Management
Victory Capital Management
Texas
+$106M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$79.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$69.4M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$64.5M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$349M
2
Ameriprise
Ameriprise
Minnesota
-$182M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$150M
4
Citadel Advisors
Citadel Advisors
Florida
-$123M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
651
Advisornet Financial
Minnesota
$263K +$17.1K +43 +7%
TMAM
652
Tokio Marine Asset Management
Japan
$261K – – –
CWM
653
Cornerstone Wealth Management
Missouri
$258K – – –
DU
654
Delphia (USA)
Ontario, Canada
$257K +$257K +644 New
AT
655
American Trust
Kentucky
$255K +$255K +640 New
MS
656
Maven Securities
Jersey
$253K +$253K +636 New
SWP
657
Stratos Wealth Partners
Ohio
$252K -$37.8K -95 -13%
AFG
658
Albion Financial Group
Utah
$252K -$2.79K -7 -1%
GIA
659
Gladstone Institutional Advisory
Florida
$252K +$252K +634 New
IA
660
IFG Advisory
Georgia
$250K -$7.17K -18 -3%
WI
661
Wahed Invest
New York
$246K -$3.58K -9 -1%
OWP
662
Obermeyer Wealth Partners
Colorado
$246K – – –
S
663
SignatureFD
Georgia
$246K +$10.4K +26 +4%
RWM
664
Ritholtz Wealth Management
New York
$241K +$39.9K +100 +20%
TIA
665
Traphagen Investment Advisors
New Jersey
$239K – – –
PSUF
666
People's United Financial
Connecticut
$236K -$240K -603 -50%
KA
667
Kozak & Associates
Colorado
$234K – – –
FTDI
668
First Trust Direct Indexing
Massachusetts
$233K +$1.6K +4 +0.7%
CWP
669
CFM Wealth Partners
Texas
$232K -$30.7K -77 -12%
FP
670
Foundry Partners
Minnesota
$232K – – –
FFM
671
Forum Financial Management
Illinois
$230K – – –
AAS
672
Ameritas Advisory Services
Nebraska
$229K -$47.7K -120 -17%
NERM
673
New England Research & Management
Illinois
$229K – – –
EWA
674
Exencial Wealth Advisors
Oklahoma
$228K -$2.79K -7 -1%
WIS
675
Wright Investors Service
Connecticut
$228K +$228K +572 New
25 26
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