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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 %
EBA
801
Eagle Bay Advisors
New York
$11K 27 -24 -47%
EARNEST Partners
802
EARNEST Partners
Georgia
$11K 26 – –
AWA
803
Amplius Wealth Advisors
Pennsylvania
$11K 28 +28 New
FGAM
804
Financial Gravity Asset Management
Texas
$10.3K 9,888 +9,862 +37,931%
LPWM
805
Lake Point Wealth Management
Texas
$10K 25 – –
CFN
806
Cordasco Financial Network
Florida
$9K 23 – –
MPWT
807
MassMutual Private Wealth & Trust
Connecticut
$9K 22 +2 +10%
PCG
808
Private Capital Group
Connecticut
$8K 20 – –
TCWA
809
Ten Capital Wealth Advisors
Washington
$8K 20 +20 New
SBL
810
Sargent Bickham Lagudis
Colorado
$7K 16 -100 -86%
HCP
811
Hexagon Capital Partners
Arkansas
$7K 16 – –
MCM
812
MV Capital Management
Maryland
$7K 17 +2 +13%
BIA
813
Bell Investment Advisors
California
$7K 18 +5 +38%
O
814
Ossiam
France
$6K 15 -56 -79%
GLLW
815
Graves Light Lenhart Wealth
Virginia
$6K 15 – –
PP
816
PrairieView Partners
Minnesota
$6K 15 – –
SCA
817
Stuart Chaussee & Associates
California
$6K 14 +14 New
SWA
818
SOA Wealth Advisors
New York
$5K 14 – –
VCM
819
Vigilant Capital Management
Maine
$5K 13 – –
DI
820
Disciplined Investments
Oklahoma
$5K 11 – –
SCA
821
Stonebridge Capital Advisors
Minnesota
$5K 12 – –
NFSG
822
Newbridge Financial Services Group
Florida
$5K 11 +9 +450%
CAC
823
Core Alternative Capital
Georgia
$5K 12 +12 New
EWM
824
Edge Wealth Management
New York
$4K 9 – –
ADL
825
Asset Dedication LLC
California
$4K 9 – –
31 32
33
34 35