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Ulta Beauty
ULTA

Overview Fund Activity

859 hedge funds and large institutions have $19.2B invested in Ulta Beauty in 2021 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 314 increasing their positions, 279 reducing their positions, and 85 closing their positions.

Holders
859
Holders Change
+39
Holders Change %
+4.76%
% of All Funds
13.27%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
138
Increased
314
Reduced
279
Closed
85
Calls
$708M
Puts
$994M
Net Calls
-$286M
Net Calls Change
-$308M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$656M
2
BlackRock
2
BlackRock
New York
$1.75B
3
Citadel Advisors
3
Citadel Advisors
Florida
$201M
4
Ameriprise
4
Ameriprise
Minnesota
$424M
5
NC
5
Nicholas Company
Wisconsin
$81M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$129M
2
Amundi
2
Amundi
France
$91.4M
3
Select Equity Group
3
Select Equity Group
New York
$64.2M
4
Boston Partners
4
Boston Partners
Massachusetts
$97.1M
5
SCM
5
Spyglass Capital Management
California
$154M
Name Market Value Shares Shares
Change 		Shares
Change %
QC
726
Quent Capital
New York
$63K 153 +153 New
TWA
727
TCI Wealth Advisors
Arizona
$59K 142 – –
APA
728
American Portfolios Advisors
New York
$58.6K 142 +67 +89%
WT
729
Whittier Trust
California
$58K 140 – –
KFP
730
KB Financial Partners
New Jersey
$55K 133 +133 New
WWM
731
Wagner Wealth Management
South Carolina
$54K 131 – –
Manulife (Manufacturers Life Insurance)
732
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.2K 128,948 -11,324 -8%
CFO
733
CVA Family Office
Colorado
$53K 129 +129 New
AIP
734
Ahrens Investment Partners
Louisiana
$52K 125 +125 New
BA
735
Bellwether Advisors
Nebraska
$51K 124 +113 +1,027%
Capstone Investment Advisors
736
Capstone Investment Advisors
New York
$50K 122 +122 New
SWA
737
Sutton Wealth Advisors
Florida
$49.9K 121 – –
NL
738
NKCFO LLC
Illinois
$49K 120 +120 New
T
739
TOBAM
France
$46K 112 -102 -48%
SFM
740
Signet Financial Management
New Jersey
$46K 112 +112 New
SCA
741
Snowden Capital Advisors
New York
$44K 109 -564 -84%
BWA
742
BDO Wealth Advisors
Florida
$44K 107 +8 +8%
AIM
743
Anchor Investment Management
South Carolina
$41.2K 100 – –
FNBOSM
744
First National Bank of South Miami
Florida
$41K 100 – –
SIAP
745
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$41K 100 – –
LC
746
Lindbrook Capital
California
$41K 100 +87 +669%
IFAM
747
Institutional & Family Asset Management
Colorado
$40K 97 – –
SC
748
Skylands Capital
Wisconsin
$37K 90 – –
CT
749
Cambridge Trust
Massachusetts
$37K 89 +89 New
LWA
750
Lenox Wealth Advisors
New York
$36K 87 – –
28 29
30
31 32