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Ulta Beauty
ULTA

Overview Fund Activity

820 hedge funds and large institutions have $17.5B invested in Ulta Beauty in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 275 increasing their positions, 306 reducing their positions, and 64 closing their positions.

Holders
820
Holders Change
+22
Holders Change %
+2.76%
% of All Funds
14.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
100
Increased
275
Reduced
306
Closed
64
Calls
$841M
Puts
$820M
Net Calls
+$21.5M
Net Calls Change
-$41.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$392M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$231M
3
UBS AM
3
UBS AM
Illinois
$164M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$119M
5
CA
5
CastleArk Alternatives
Illinois
$59.2M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.76M
2
Holocene Advisors
2
Holocene Advisors
New York
$21.8M
3
Select Equity Group
3
Select Equity Group
New York
$235M
4
Amundi
4
Amundi
France
$305M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
776
MassMutual Private Wealth & Trust
Connecticut
$7K 20 – –
APWA
777
Atlas Private Wealth Advisors
New Jersey
$7K 20 – –
CWA
778
Core Wealth Advisors
Florida
$6K 16 – –
HCP
779
Hexagon Capital Partners
Arkansas
$6K 16 – –
RA
780
Resolute Advisors
California
$6K 16 – –
SWA
781
SOA Wealth Advisors
New York
$5K 14 – –
PP
782
PrairieView Partners
Minnesota
$5K 15 – –
LC
783
Lindbrook Capital
California
$5K 13 – –
GLLW
784
Graves Light Lenhart Wealth
Virginia
$5K 15 – –
MCM
785
MV Capital Management
Maryland
$5K 15 +9 +150%
VCM
786
Vigilant Capital Management
Maine
$5K 13 +13 New
BIA
787
Bell Investment Advisors
California
$5K 13 +13 New
SCA
788
Stonebridge Capital Advisors
Minnesota
$4K 12 -6 -33%
EWA
789
Evolution Wealth Advisors
Florida
$4K 10 – –
DI
790
Disciplined Investments
Oklahoma
$4K 11 – –
WTC
791
WhitTier Trust Company
Nevada
$4K 12 +12 New
PPWM
792
PFG Private Wealth Management
Florida
$4K 12 +12 New
RCM
793
Regency Capital Management
Hawaii
$3K 7 – –
CWP
794
Concord Wealth Partners
Virginia
$3K 7 – –
HR
795
Howe & Rusling
New York
$3K 7 – –
SSB
796
Sandy Spring Bank
Maryland
$3K 8 – –
RG
797
Retirement Group
California
$3K 7 +5 +250%
CI Investments Inc
798
CI Investments Inc
Ontario, Canada
$3K 7 +7 New
HWMA
799
Heritage Wealth Management (Arizona)
Arizona
$3K 7 +7 New
EWM
800
Edge Wealth Management
New York
$3K 9 +9 New
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32
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