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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 %
MPWT
701
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +14 New
GLLW
702
Graves Light Lenhart Wealth
Virginia
$4K +$4K +15 New
AWA
703
Arkadios Wealth Advisors
Georgia
$3K -$49.5K -198 -94%
LC
704
Lindbrook Capital
California
$3K – – –
GWS
705
Glassman Wealth Services
Virginia
$3K – – –
EWA
706
Evolution Wealth Advisors
Florida
$3K – – –
MCM
707
Manchester Capital Management
Vermont
$3K +$1.33K +4 +80%
OSAM
708
O'Shaughnessy Asset Management
Connecticut
$3K +$1.8K +6 +150%
ONST
709
Old North State Trust
North Carolina
$3K +$3K +9 New
IAIM
710
International Assets Investment Management
Florida
$3K +$3K +10 New
WFI
711
West Family Investments
California
$2.58K +$2.58K +9,000 New
FMP
712
Financial Management Professionals
Texas
$2K -$15.7K -47 -89%
SSB
713
Sandy Spring Bank
Maryland
$2K -$333 -1 -14%
FHC
714
First Horizon Corporation
Tennessee
$2K – – –
HR
715
Howe & Rusling
New York
$2K +$667 +2 +50%
AWM
716
Accel Wealth Management
Iowa
$2K +$2K +6 New
TWM
717
Tradition Wealth Management
Minnesota
$2K +$2K +6 New
BSSFA
718
Baron Silver Stevens Financial Advisors
Florida
$2K +$2K +7 New
FI
719
Fosun International
China
$1.28K – – –
NFSG
720
Newbridge Financial Services Group
Florida
$1K -$301K -301 -100%
CIM
721
Contravisory Investment Management
Massachusetts
$1K – – –
First Manhattan
722
First Manhattan
New York
$1K – – –
BWA
723
BDO Wealth Advisors
Florida
$1K – – –
SIS
724
Sound Income Strategies
Florida
$1K – – –
HWA
725
HHM Wealth Advisors
Tennessee
$1K – – –
27 28
29
30 31