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Ulta Beauty
ULTA

Overview Fund Activity

902 hedge funds and large institutions have $17.7B invested in Ulta Beauty in 2022 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 324 increasing their positions, 333 reducing their positions, and 70 closing their positions.

Holders
902
Holders Change
+44
Holders Change %
+5.13%
% of All Funds
15.25%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.41%
New
132
Increased
324
Reduced
333
Closed
70
Calls
$768M
Puts
$996M
Net Calls
-$228M
Net Calls Change
-$42.8M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$270M
2
Goldman Sachs
2
Goldman Sachs
New York
$363M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$290M
4
Citadel Advisors
4
Citadel Advisors
Florida
$174M
5
Millennium Management
5
Millennium Management
New York
$122M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$558M
3
SCM
3
Spyglass Capital Management
California
$18M
4
Macquarie Group
4
Macquarie Group
Australia
$204M
5
CCM
5
Candlestick Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
C
726
Covestor
United Kingdom
$143K -$9.3K -24 -6%
WAM
727
Wakefield Asset Management
Colorado
$143K +$143K +370 New
SIM
728
Sentry Investment Management
Wisconsin
$142K -$27.8K -72 -16%
LB
729
Legacy Bridge
Iowa
$141K – – –
TWM
730
Tradition Wealth Management
Minnesota
$136K – – –
SWM
731
Selective Wealth Management
Virginia
$134K +$122K +316 +1,019%
OIA
732
Optimum Investment Advisors
Illinois
$133K +$7.71K +20 +6%
FHA
733
First Horizon Advisors
Tennessee
$127K +$95.7K +251 +306%
CFD
734
Creative Financial Designs
Indiana
$126K +$53.4K +139 +74%
CCA
735
Column Capital Advisors
Indiana
$125K +$19.3K +50 +18%
WT
736
Whittier Trust
California
$119K +$1.92K +5 +2%
FF
737
FourThought Financial
Florida
$114K +$7.32K +19 +7%
BFEC
738
Benjamin F. Edwards & Company
Missouri
$109K -$28.8K -75 -21%
HIIFS
739
Harel Insurance Investments & Financial Services
Israel
$108K +$31.9K +83 +42%
HIA
740
Harbor Investment Advisory
Maryland
$103K -$92.6K -241 -47%
EI
741
Ellevest Inc
New York
$103K +$103K +266 New
SIC
742
Salem Investment Counselors
North Carolina
$101K +$78K +203 +338%
MCC
743
Money Concepts Capital
Florida
$97K -$67.6K -177 -41%
HI
744
Harbour Investments
Wisconsin
$95K +$95K +246 New
PA
745
Parallel Advisors
California
$88K +$6.95K +18 +9%
FWM
746
Focused Wealth Management
New York
$86K +$84.8K +220 +7,333%
QCG
747
Quadrant Capital Group
Ohio
$83K +$41.3K +107 +99%
CSPIA
748
Cary Street Partners Investment Advisory
Virginia
$79K +$79K +206 New
HNWAG
749
High Net Worth Advisory Group
Florida
$77K – – –
VLKIM
750
Van Lanschot Kempen Investment Management
Netherlands
$76K +$76K +198 New
28 29
30
31 32