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Ulta Beauty

1,020 hedge funds and large institutions have $21.9B invested in Ulta Beauty in 2023 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 361 increasing their positions, 396 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
-10
Holders Change %
-0.97%
% of All Funds
16.09%
Holding in Top 10
12
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
133
Increased
361
Reduced
396
Closed
135
Calls
$1.11B
Puts
$1.5B
Net Calls
-$389M
Net Calls Change
+$254M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
751
Cornerstone Wealth Management
Missouri
$304K +$5.18K +11 +2%
CG
752
Colony Group
Massachusetts
$302K -$44.7K -95 -13%
ST
753
Smithfield Trust
Pennsylvania
$299K +$67.7K +144 +29%
BAM
754
Belpointe Asset Management
Nevada
$298K -$768K -1,631 -72%
OCBCO
755
Oversea-Chinese Banking Corp (OCBC)
Singapore
$298K +$298K +633 New
PHS
756
Pekin Hardy Strauss
Illinois
$294K -$56.5K -120 -16%
T
757
TOBAM
France
$289K +$130K +276 +81%
AIP
758
Ameritas Investment Partners
Nebraska
$289K -$30.6K -65 -10%
AA
759
ALPS Advisors
Colorado
$288K +$4.71K +10 +2%
CI
760
Cigna Investments
Connecticut
$287K -$4.71K -10 -2%
BB
761
Berkshire Bank
Massachusetts
$286K -$12.7K -27 -4%
RB
762
Renasant Bank
Mississippi
$284K +$284K +604 New
ILI
763
Invesco LLC (Illinois)
Illinois
$282K +$282K +600 New
PAM
764
Paradigm Asset Management
New York
$282K +$282K +600 New
HR
765
Howe & Rusling
New York
$281K
RIA
766
Regal Investment Advisors
Michigan
$280K +$11.3K +24 +4%
VFA
767
Valeo Financial Advisors
Indiana
$280K +$34.4K +73 +14%
ESCM
768
Echo Street Capital Management
New York
$279K -$451K -958 -62%
EWA
769
EverSource Wealth Advisors
Alabama
$277K -$2.82K -6 -1%
KA
770
Kovack Advisors
Florida
$277K +$277K +588 New
CFB
771
Cullen/Frost Bankers
Texas
$276K -$8.47K -18 -3%
TAM
772
Trust Asset Management
Texas
$273K
FFM
773
Forum Financial Management
Illinois
$272K -$471 -1 -0.2%
VCG
774
Vantage Consulting Group
Virginia
$272K +$41.4K +88 +18%
SA
775
Syntax Advisors
New York
$272K +$41.4K +88 +18%