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Ulta Beauty
ULTA

Overview Fund Activity

741 hedge funds and large institutions have $14.2B invested in Ulta Beauty in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 235 increasing their positions, 236 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+81
Holders Change %
+12.27%
% of All Funds
13.15%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
164
Increased
235
Reduced
236
Closed
75
Calls
$741M
Puts
$673M
Net Calls
+$67.5M
Net Calls Change
+$84M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$530M
2
AAMU
Amundi Asset Management US
Massachusetts
$232M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$95.9M
4
JCM
Junto Capital Management
New York
$62.7M
5
Ameriprise
Ameriprise
Minnesota
$146M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$102M
2
Select Equity Group
Select Equity Group
New York
$586M
3
AllianceBernstein
AllianceBernstein
Tennessee
$151M
4
BlackRock
BlackRock
New York
$1.04B
5
ACM
Alta Capital Management
Utah
$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAG
776
Polaris Wealth Advisory Group
California
– -$285K -1,219 Closed
ER
777
Enlightenment Research
Florida
– -$269K -1,200 Closed
CAMG
778
CWA Asset Management Group
Florida
– -$263K -1,175 Closed
CC
779
Cadinha & Co
Hawaii
– -$260K -1,161 Closed
PTP
780
Platform Technology Partners
New York
– -$248K -1,107 Closed
Mercer Global Advisors
781
Mercer Global Advisors
Colorado
– -$244K -1,091 Closed
RA
782
RFG Advisory
Alabama
– -$242K -1,081 Closed
SGA
783
Strategic Global Advisors
California
– -$241K -1,074 Closed
GSWM
784
Golden State Wealth Management
California
– -$237K -1,057 Closed
AAS
785
Avantax Advisory Services
Texas
– -$231K -1,039 Closed
SYBT
786
Stock Yards Bank & Trust
Kentucky
– -$231K -1,030 Closed
Connor, Clark & Lunn Investment Management (CC&L)
787
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$226K -1,007 Closed
UH
788
Unigestion Holding
Switzerland
– -$212K -948 Closed
Los Angeles Capital Management
789
Los Angeles Capital Management
California
– -$205K -917 Closed
QT
790
Quantbot Technologies
New York
– -$171K -765 Closed
RIM
791
Rampart Investment Management
Connecticut
– -$127K -569 Closed
CH
792
Canton Hathaway
Rhode Island
– -$126K -561 Closed
AS
793
Altshuler Shaham
Israel
– -$112K -500 Closed
AIM
794
Aigen Investment Management
New York
– -$69K -308 Closed
NIM
795
NuWave Investment Management
New Jersey
– -$52K -232 Closed
RTC
796
Riverview Trust Company
Washington
– -$51K -227 Closed
EP
797
Eudaimonia Partners
Tennessee
– -$49K -218 Closed
PFS
798
Prospera Financial Services
Texas
– -$45K -203 Closed
HIIFS
799
Harel Insurance Investments & Financial Services
Israel
– -$34K -152 Closed
FC
800
FORA Capital
Florida
– -$34K -150 Closed
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