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Ulta Beauty

1,061 hedge funds and large institutions have $23.4B invested in Ulta Beauty in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 388 increasing their positions, 390 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+25
Holders Change %
+2.41%
% of All Funds
15.38%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
130
Increased
388
Reduced
390
Closed
94
Calls
$1.07B
Puts
$1.36B
Net Calls
-$291M
Net Calls Change
-$199M
Name Holding Trade Value Shares
Change
Shares
Change %
SP
751
Symmetry Partners
Connecticut
$376K
TPCW
752
TD Private Client Wealth
New York
$375K -$158K -302 -30%
AWM
753
Accurate Wealth Management
Florida
$374K -$4.55K -11 -1%
BFG
754
Bleakley Financial Group
New Jersey
$372K +$24.6K +47 +7%
SW
755
Simplicity Wealth
New Jersey
$369K +$369K +706 New
CCFM
756
Clear Creek Financial Management
Washington
$368K +$368K +703 New
EP
757
Eudaimonia Partners
Tennessee
$365K +$14.1K +27 +4%
ACM
758
Alta Capital Management
Utah
$364K -$115K -220 -24%
AWAU
759
Alliance Wealth Advisors (Utah)
Utah
$363K -$6.28K -12 -2%
KWA
760
Kingswood Wealth Advisors
California
$363K +$64.3K +123 +22%
TSS
761
Two Sigma Securities
New York
$362K +$129K +246 +55%
IAIM
762
International Assets Investment Management
Florida
$361K +$46.6K +88 +15%
DIA
763
Dana Investment Advisors
Wisconsin
$360K -$577K -1,104 -62%
NIM
764
NEOS Investment Management
Connecticut
$359K -$5.75K -11 -2%
MCM
765
Mattern Capital Management
Colorado
$358K +$358K +685 New
HI
766
Horizon Investments
North Carolina
$355K -$26.1K -50 -7%
VWM
767
Valley Wealth Managers
New Jersey
$353K +$54.4K +104 +18%
KA
768
Kozak & Associates
Colorado
$353K +$4.01K +10 +1%
Koshinski Asset Management
769
Koshinski Asset Management
Illinois
$350K -$280K -535 -44%
TWC
770
TD Waterhouse Canada
Ontario, Canada
$348K -$2.05M -3,860 -86%
AF
771
Advisornet Financial
Minnesota
$346K -$275K -526 -44%
GF
772
Gries Financial
Ohio
$341K +$14.1K +27 +4%
GRP
773
Global Retirement Partners
California
$338K -$266K -508 -44%
DAS
774
Dynamic Advisor Solutions
Arizona
$336K -$32.4K -62 -9%
VFA
775
Valeo Financial Advisors
Indiana
$335K +$88K +214 +36%