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Ulta Beauty

1,020 hedge funds and large institutions have $21.9B invested in Ulta Beauty in 2023 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 361 increasing their positions, 396 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
-10
Holders Change %
-0.97%
% of All Funds
16.09%
Holding in Top 10
12
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
133
Increased
361
Reduced
396
Closed
135
Calls
$1.11B
Puts
$1.5B
Net Calls
-$389M
Net Calls Change
+$254M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
701
Advisornet Financial
Minnesota
$407K +$127K +269 +45%
CWM
702
Calamos Wealth Management
Illinois
$403K
OWP
703
Obermeyer Wealth Partners
Colorado
$402K +$112K +237 +38%
MMG
704
Monetary Management Group
Missouri
$400K -$188K -400 -32%
FPA
705
First Pacific Advisors
California
$391K
AAS
706
Ameritas Advisory Services
Nebraska
$390K -$46.7K -99 -11%
SIS
707
Strategic Investment Solutions
Illinois
$389K
MSR
708
Main Street Research
Connecticut
$389K -$16K -34 -4%
SYBT
709
Stock Yards Bank & Trust
Kentucky
$387K -$103K -218 -21%
PWG
710
Portside Wealth Group
Utah
$385K +$385K +819 New
MC
711
Machina Capital
France
$384K +$384K +817 New
MWPCG
712
Measured Wealth Private Client Group
New Hampshire
$384K -$118K -250 -23%
RP
713
Rowlandmiller & Partners
Georgia
$381K
WC
714
Whitney & Co
New York
$377K
LFM
715
LGT Fund Management
Liechtenstein
$376K -$1.93M -4,100 -84%
NIP
716
Nicholas Investment Partners
California
$375K -$112K -238 -23%
BCM
717
Bienville Capital Management
New York
$371K
BPA
718
Beacon Pointe Advisors
California
$368K -$40K -85 -10%
PCP
719
Proficio Capital Partners
Massachusetts
$364K -$941 -2 -0.3%
GAA
720
Global Assets Advisory
Florida
$363K +$23.5K +50 +7%
AC
721
Avestar Capital
New York
$360K -$40.9K -87 -10%
S
722
SignatureFD
Georgia
$360K +$34.8K +74 +11%
SGA
723
Seaport Global Advisors
Massachusetts
$359K
WP
724
WealthSource Partners
California
$353K
SPC
725
Sigma Planning Corp
Michigan
$348K -$68.7K -146 -16%