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Ulta Beauty
ULTA

Overview Fund Activity

798 hedge funds and large institutions have $16.9B invested in Ulta Beauty in 2021 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 273 increasing their positions, 282 reducing their positions, and 69 closing their positions.

Holders
798
Holders Change
+30
Holders Change %
+3.91%
% of All Funds
13.93%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
104
Increased
273
Reduced
282
Closed
69
Calls
$753M
Puts
$690M
Net Calls
+$62.6M
Net Calls Change
-$155M

Top Buyers

1
Amundi
1
Amundi
France
$373M
2
Macquarie Group
2
Macquarie Group
Australia
$296M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$153M
4
Ameriprise
4
Ameriprise
Minnesota
$297M
5
EAM
5
Eagle Asset Management
Florida
$105M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$332M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$847M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$78M
4
CIP
4
Champlain Investment Partners
Vermont
$166M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$7.91M
Name Market Value Shares Shares
Change 		Shares
Change %
FNBOSM
701
First National Bank of South Miami
Florida
$35K 100 – –
SIAP
702
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K 100 – –
BWA
703
BDO Wealth Advisors
Florida
$35K 102 +60 +143%
AIM
704
Anchor Investment Management
South Carolina
$34.6K 100 – –
SC
705
Skylands Capital
Wisconsin
$31K 90 – –
LWANC
706
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K 90 – –
RFA
707
Reilly Financial Advisors
California
$30K 87 – –
MHR
708
Matthew Hamilton Rosenberg
$30K 88 – –
FPS
709
Fieldpoint Private Securities
Connecticut
$29K 79 -1,484 -95%
WWM
710
Wolff Wiese Magana
California
$29K 84 -4 -5%
KFS
711
Kelly Financial Services
Massachusetts
$29K 10,027 +9,998 +34,476%
AWA
712
Arkadios Wealth Advisors
Georgia
$27K 80 +10 +14%
Credit Agricole
713
Credit Agricole
France
$26K 74 -278 -79%
PWMG
714
Prestige Wealth Management Group
New Jersey
$26K 75 – –
KFI
715
Key Financial Inc
Pennsylvania
$26K 76 – –
BFC
716
Bedel Financial Consulting
Indiana
$26K 75 +75 New
O
717
Ossiam
France
$24K 71 +71 New
CSPIA
718
Cary Street Partners Investment Advisory
Virginia
$21K 60 – –
AP
719
Atwood & Palmer
Missouri
$21K 60 – –
AS
720
Altshuler Shaham
Israel
$19K 54 +54 New
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K 53 – –
GWMIA
722
Global Wealth Management Investment Advisory
Florida
$17K 50 – –
ARIS
723
Advanced Research Investment Solutions
California
$17K 50 – –
WT
724
Washington Trust
Rhode Island
$16K 46 -2 -4%
SC
725
Steph & Co
Wisconsin
$16K 45 – –
27 28
29
30 31