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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 %
PMFA
676
Plante Moran Financial Advisors
Michigan
$9K – – –
NFG
677
Next Financial Group
Texas
$9K – – –
KFS
678
Kelly Financial Services
Massachusetts
$8.33K – – –
FMII
679
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
CFFP
680
Center for Financial Planning
Michigan
$8K – – –
SBL
681
Sargent Bickham Lagudis
Colorado
$8K +$3.43K +12 +75%
BBHC
682
Brown Brothers Harriman & Co
New York
$8K +$8K +29 New
WLPWM
683
Walled Lake Planning & Wealth Management
Illinois
$7K – – –
CFN
684
Cordasco Financial Network
Florida
$7K – – –
EARNEST Partners
685
EARNEST Partners
Georgia
$7K – – –
APWA
686
Atlas Private Wealth Advisors
New Jersey
$7K +$1.62K +6 +30%
AWG
687
Altus Wealth Group
Colorado
$7K +$7K +23 New
CFGS
688
Concourse Financial Group Securities
Alabama
$6K – – –
AIG
689
American International Group
New York
$5.37K -$1.11K -3,855 -17%
CWA
690
Core Wealth Advisors
Florida
$5K – – –
EFSCE
691
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$1.18K +4 +31%
BCA
692
Berman Capital Advisors
Georgia
$5K +$2.37K +9 +90%
PCG
693
Private Capital Group
Connecticut
$4K – – –
HI
694
Human Investing
Oregon
$4K – – –
PFBT
695
Parkside Financial Bank & Trust
Missouri
$4K – – –
SL
696
Savior LLC
Massachusetts
$4K – – –
HCP
697
Hexagon Capital Partners
Arkansas
$4K – – –
FGAM
698
Financial Gravity Asset Management
Texas
$4K +$4K +11 New
Credit Agricole
699
Credit Agricole
France
$4K +$4K +13 New
MPWT
700
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +14 New
26 27
28
29 30