ULTA icon

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 %
MHR
751
Matthew Hamilton Rosenberg
$35K 84 – –
KFI
752
Key Financial Inc
Pennsylvania
$35K 85 +9 +12%
FMII
753
Farmers & Merchants Investments Inc
Nebraska
$35K 86 +36 +72%
LWP
754
Lumature Wealth Partners
Georgia
$33K 81 – –
FPS
755
Fieldpoint Private Securities
Connecticut
$31K 76 -3 -4%
BFC
756
Bedel Financial Consulting
Indiana
$31K 75 – –
WTC
757
WhitTier Trust Company
Nevada
$31K 75 +63 +525%
BBPWM
758
Blue Bell Private Wealth Management
Pennsylvania
$31K 75 +75 New
PWMG
759
Prestige Wealth Management Group
New Jersey
$30K 75 – –
MA
760
MUFG Americas
New York
$29K 70 – –
NSIM
761
North Star Investment Management
Illinois
$27K 66 +66 New
AP
762
Atwood & Palmer
Missouri
$25K 60 – –
LWANC
763
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K 60 +20 +50%
DHGWA
764
Dixon Hughes Goodman Wealth Advisors
North Carolina
$25K 60 +60 New
WWM
765
Wolff Wiese Magana
California
$24K 58 -20 -26%
AF
766
Allworth Financial
California
$23K 55 +23 +72%
PMFA
767
Plante Moran Financial Advisors
Michigan
$23K 56 +29 +107%
JFGIW
768
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K 53 – –
GWMIA
769
Global Wealth Management Investment Advisory
Florida
$21K 50 – –
MCM
770
Manchester Capital Management
Vermont
$21K 50 +48 +2,400%
SC
771
Steph & Co
Wisconsin
$20K 49 – –
ARIS
772
Advanced Research Investment Solutions
California
$20K 50 – –
SIC
773
SJS Investment Consulting
Ohio
$20K 49 +49 New
WR
774
WD Rutherford
Oregon
$19K 45 – –
VRM
775
Vectors Research Management
New York
$19K 45 +45 New
29 30
31
32 33