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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 %
WBC
676
Westpac Banking Corp
Australia
$307K – – –
HWM
677
HB Wealth Management
Georgia
$307K -$92.2K -212 -23%
HR
678
Hardy Reed
Mississippi
$304K – – –
MSA
679
MUFG Securities Americas
New York
$303K +$303K +696 New
GWM
680
Geneos Wealth Management
Colorado
$300K -$4.24M -9,758 -93%
RT
681
Rockland Trust
Massachusetts
$300K +$6.52K +15 +2%
CIAM
682
Caitong International Asset Management
Hong Kong
$297K +$297K +683 New
NIM
683
NEOS Investment Management
Connecticut
$296K -$2.18K -5 -0.7%
PA
684
Procyon Advisors
Connecticut
$295K -$2.61K -6 -0.9%
CI
685
CX Institutional
Indiana
$295K -$89.2K -205 -23%
AF
686
Advisornet Financial
Minnesota
$291K -$3.91K -9 -1%
GCM
687
GKV Capital Management
California
$291K +$291K +670 New
MFA
688
Mayflower Financial Advisors
Massachusetts
$291K -$31.3K -72 -10%
PCM
689
Prelude Capital Management
New York
$291K +$291K +668 New
CIP
690
Cornerstone Investment Partners
Georgia
$289K +$10.9K +25 +4%
FPGT
691
Financial Partners Group (Tennessee)
Tennessee
$288K +$6.52K +15 +2%
IA
692
IFG Advisory
Georgia
$287K +$287K +659 New
ACM
693
Alta Capital Management
Utah
$284K +$1.74K +4 +0.6%
HI
694
Horizon Investments
North Carolina
$284K +$2.18K +5 +0.8%
FFP
695
Freedom Financial Partners
Minnesota
$283K +$283K +651 New
OC
696
Oarsman Capital
Wisconsin
$279K -$1.31K -3 -0.5%
HCA
697
Harbour Capital Advisors
Virginia
$278K – – –
Lido Advisors
698
Lido Advisors
California
$272K +$13.1K +30 +5%
BEI
699
Benjamin Edwards Inc
Missouri
$272K -$45.2K -104 -14%
BWP
700
Balboa Wealth Partners
Arizona
$272K – – –
26 27
28
29 30