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Ulta Beauty
ULTA

Overview Fund Activity

984 hedge funds and large institutions have $18B invested in Ulta Beauty in 2024 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 301 increasing their positions, 394 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
984
Holders Change
+26
Holders Change %
+2.71%
% of All Funds
13.1%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
170
Increased
301
Reduced
394
Closed
132
Calls
$1.68B
Puts
$1.56B
Net Calls
+$128M
Net Calls Change
+$414M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$431M
2
Marshall Wace
Marshall Wace
United Kingdom
+$198M
3
PC
PointState Capital
New York
+$160M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
5
SCM
Smead Capital Management
Arizona
+$89.1M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$530M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$373M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$203M
4
Goldman Sachs
Goldman Sachs
New York
-$167M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pzena Investment Management
726
Pzena Investment Management
New York
$228K -$28.3K -65 -11%
WWM
727
Western Wealth Management
Colorado
$228K – – –
WA
728
Wealth Alliance
New York
$223K -$74.8K -172 -25%
FYW
729
Future You Wealth
New York
$221K +$221K +3,900 New
BB
730
Berkshire Bank
Massachusetts
$221K -$37.8K -87 -15%
ILI
731
Invesco LLC (Illinois)
Illinois
$221K -$33.1K -76 -13%
SWA
732
SFMG Wealth Advisors
Texas
$221K +$221K +508 New
AIM
733
Access Investment Management
Georgia
$219K – – –
CBUSF
734
Construction & Building Unions Superannuation Fund
Australia
$217K +$217K +500 New
OFA
735
Oak Family Advisors
Illinois
$217K -$610K -1,402 -74%
KCM
736
Kathmere Capital Management
Pennsylvania
$216K +$216K +497 New
AA
737
Advisory Alpha
Michigan
$215K +$215K +495 New
SG
738
Sienna Gestion
France
$215K – – –
RCAG
739
Rehmann Capital Advisory Group
Michigan
$215K +$215K +494 New
CI
740
Cigna Investments
Connecticut
$214K +$214K +493 New
AWA
741
Aaron Wealth Advisors
Illinois
$212K -$27.8K -64 -12%
MFGM
742
Marshall Financial Group (Maryland)
Maryland
$212K +$212K +487 New
AIP
743
Ameritas Investment Partners
Nebraska
$210K – – –
GLA
744
Great Lakes Advisors
Illinois
$209K -$1.86M -4,278 -90%
CTA
745
Chesley Taft & Associates
Illinois
$208K +$208K +479 New
GVAG
746
Great Valley Advisor Group
Delaware
$208K -$154K -355 -43%
OIAM
747
OFI Invest Asset Management
France
$207K +$207K +494 New
PWA
748
Prairie Wealth Advisors
Nebraska
$207K +$207K +477 New
SFS
749
Stiles Financial Services
Minnesota
$206K +$206K +474 New
PWM
750
Perigon Wealth Management
California
$205K -$19.8K -48 -9%
28 29
30
31 32