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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 %
TPCW
776
TD Private Client Wealth
New York
$19K 46 – –
PFBT
777
Parkside Financial Bank & Trust
Missouri
$18K 44 +22 +100%
AssetMark Inc
778
AssetMark Inc
California
$17K 42 -5 -11%
HI
779
Hudock Inc
Pennsylvania
$17K 42 – –
MIM
780
Macroview Investment Management
Maryland
$17K 41 +17 +71%
LFG
781
Larson Financial Group
Missouri
$17K 41 +41 New
Credit Agricole
782
Credit Agricole
France
$16K 40 -745 -95%
TFGT
783
TS Financial Group (TSFG)
Illinois
$16K 40 – –
ME
784
McIlrath & Eck
Washington
$16K 38 – –
CA
785
Clearstead Advisors
Ohio
$16K 39 – –
GWS
786
Glassman Wealth Services
Virginia
$16K 38 +12 +46%
WT
787
Washington Trust
Rhode Island
$15K 37 -6 -14%
JWM
788
Janiczek Wealth Management
Colorado
$14K 33 -2 -6%
RFA
789
Reilly Financial Advisors
California
$14K 34 +4 +13%
LWP
790
Laurel Wealth Planning
Minnesota
$13K 32 – –
SWM
791
Sugarloaf Wealth Management
Georgia
$13K 32 – –
CWA
792
Core Wealth Advisors
Florida
$13K 31 +15 +94%
UB
793
UMB Bank
Missouri
$13K 31 +31 New
M1FG
794
Mach-1 Financial Group
Arkansas
$13K 33 +33 New
M
795
MOTCO
Texas
$12K 30 -30 -50%
SAM
796
Strategic Asset Management
Minnesota
$12K 30 – –
TFM
797
TFC Financial Management
Massachusetts
$12K 30 – –
First Manhattan
798
First Manhattan
New York
$12K 31 – –
MFAM
799
Motley Fool Asset Management
Virginia
$12K 30 +30 New
KFS
800
Kelly Financial Services
Massachusetts
$12K 29 – –
30 31
32
33 34