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Ulta Beauty

979 hedge funds and large institutions have $17.7B invested in Ulta Beauty in 2023 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 370 increasing their positions, 369 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
-41
Holders Change %
-4.02%
% of All Funds
15.61%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
105
Increased
370
Reduced
369
Closed
129
Calls
$1.01B
Puts
$1.16B
Net Calls
-$159M
Net Calls Change
+$230M
Name Holding Trade Value Shares
Change
Shares
Change %
S
726
SignatureFD
Georgia
$286K -$19.2K -48 -6%
EP
727
Edgestream Partners
New Jersey
$286K +$286K +717 New
FMAEN1
728
Fund Management at Engine No 1
California
$284K +$24K +60 +9%
AWAU
729
Alliance Wealth Advisors (Utah)
Utah
$282K +$1.6K +4 +0.6%
FIM
730
Freedom Investment Management
Connecticut
$279K +$2.4K +6 +0.9%
T
731
TOBAM
France
$278K +$32K +80 +13%
BFG
732
Bleakley Financial Group
New Jersey
$278K -$80.3K -201 -22%
SS
733
Simplicity Solutions
Minnesota
$278K -$79.9K -200 -22%
PFS
734
Prospera Financial Services
Texas
$273K +$71.1K +178 +35%
HI
735
Horizon Investments
North Carolina
$271K -$19.6K -49 -7%
WMC
736
Westwood Management Corporation
Illinois
$264K
RWA
737
Ropes Wealth Advisors
Massachusetts
$260K -$120K -300 -32%
VFPI
738
Vantage Financial Partners (Illinois)
Illinois
$260K
CNBT
739
Canandaigua National Bank & Trust
New York
$259K -$3.2K -8 -1%
CWM
740
Cornerstone Wealth Management
Missouri
$258K
HCA
741
Harbour Capital Advisors
Virginia
$258K
ST
742
Smithfield Trust
Pennsylvania
$255K -$402 -1 -0.2%
IA
743
IFG Advisory
Georgia
$251K +$251K +628 New
PHS
744
Pekin Hardy Strauss
Illinois
$250K
IAIM
745
International Assets Investment Management
Florida
$250K +$45.9K +117 +23%
AWM
746
Axxcess Wealth Management
California
$249K -$28.4K -71 -10%
NAS
747
Nicolet Advisory Services
Wisconsin
$248K +$50.3K +127 +25%
VFA
748
Valeo Financial Advisors
Indiana
$248K +$10.4K +26 +4%
HR
749
Howe & Rusling
New York
$247K +$7.99K +20 +3%
TIM
750
Tevis Investment Management
Texas
$245K +$22K +55 +10%