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Ulta Beauty

979 hedge funds and large institutions have $17.7B invested in Ulta Beauty in 2023 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 370 increasing their positions, 369 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
-41
Holders Change %
-4.02%
% of All Funds
15.61%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
105
Increased
370
Reduced
369
Closed
129
Calls
$1.01B
Puts
$1.16B
Net Calls
-$159M
Net Calls Change
+$230M
Name Holding Trade Value Shares
Change
Shares
Change %
MCA
776
MSH Capital Advisors
Arizona
$220K +$2.8K +7 +1%
SDIC
777
South Dakota Investment Council
South Dakota
$220K
STA
778
Summit Trail Advisors
New York
$219K +$20.8K +52 +10%
TC
779
Truvestments Capital
Florida
$218K +$42.3K +106 +24%
CI
780
Cigna Investments
Connecticut
$215K -$27.9K -70 -11%
BP
781
Ballentine Partners
Massachusetts
$215K +$215K +538 New
GWM
782
Gitterman Wealth Management
New Jersey
$215K +$215K +537 New
CCA
783
Checchi Capital Advisers
California
$214K -$6.39K -16 -3%
RCM
784
Raleigh Capital Management
North Carolina
$214K +$8.8K +22 +4%
CWP
785
CFM Wealth Partners
Texas
$213K
FFA
786
First Foundation Advisors
California
$213K +$213K +534 New
P
787
Pitcairn
Pennsylvania
$213K +$11.2K +28 +6%
RB
788
Renasant Bank
Mississippi
$211K -$30K -75 -12%
PWM
789
Perigon Wealth Management
California
$211K +$3.6K +9 +2%
ATPW
790
Ashton Thomas Private Wealth
Arizona
$211K -$160K -400 -43%
QIM
791
Quantitative Investment Management
Virginia
$210K +$210K +526 New
SCA
792
Sage Capital Advisors
South Dakota
$210K +$3.2K +8 +2%
PI
793
PFG Investments
New York
$205K -$17.2K -43 -8%
N
794
Natixis
France
$205K -$158K -396 -44%
VLC
795
Van Leeuwen & Company
New Jersey
$203K +$203K +509 New
HIA
796
Harbor Investment Advisory
Maryland
$201K +$96.3K +241 +92%
YIA
797
YHB Investment Advisors
Connecticut
$200K
BCM
798
Bourgeon Capital Management
Connecticut
$200K +$79.9K +200 +67%
VWM
799
Valley Wealth Managers
New Jersey
$199K +$17.2K +43 +9%
PCOC
800
Power Corp of Canada
Canada
$198K