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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 %
EWA
801
EverSource Wealth Advisors
Alabama
$197K -$37.5K -94 -16%
WT
802
Whittier Trust
California
$191K +$19.6K +49 +11%
ITFISA
803
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$190K -$81.9K -205 -30%
SWM
804
Spire Wealth Management
Virginia
$183K -$3.19M -7,991 -95%
UM
805
UniSuper Management
Australia
$160K
CG
806
Cutler Group
California
$156K +$142K +356 +989%
PA
807
Parallel Advisors
California
$153K +$45.9K +115 +43%
DFA
808
DHJJ Financial Advisors
Illinois
$151K +$151K +378 New
FHA
809
First Horizon Advisors
Tennessee
$147K +$7.59K +19 +5%
LB
810
Legacy Bridge
Iowa
$146K
CA
811
Clearstead Advisors
Ohio
$131K +$95.1K +238 +267%
CFD
812
Creative Financial Designs
Indiana
$129K -$1.2K -3 -0.9%
LFA
813
LGT Financial Advisors
Texas
$124K +$124K +310 New
OA
814
Operose Advisors
Wisconsin
$121K +$121K +302 New
PPC
815
Park Place Capital
Alabama
$120K -$105K -263 -47%
SIM
816
Sentry Investment Management
Wisconsin
$115K -$21.9K -55 -16%
QCG
817
Quadrant Capital Group
Ohio
$114K +$16K +40 +16%
PPWM
818
PFG Private Wealth Management
Florida
$105K -$11.6K -29 -10%
CCM
819
Chilton Capital Management
Texas
$99.9K
SIC
820
Salem Investment Counselors
North Carolina
$97.9K -$12K -30 -11%
AI
821
AXS Investments
New York
$87.9K -$1.13M -2,820 -93%
FWM
822
Focused Wealth Management
New York
$83.5K
SS
823
Sunbelt Securities
Texas
$80.7K
AA
824
Alta Advisers
United Kingdom
$79.9K
QC
825
Quent Capital
New York
$78.3K