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Ulta Beauty

1,061 hedge funds and large institutions have $23.4B invested in Ulta Beauty in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 388 increasing their positions, 390 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+25
Holders Change %
+2.41%
% of All Funds
15.38%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
130
Increased
388
Reduced
390
Closed
94
Calls
$1.07B
Puts
$1.36B
Net Calls
-$291M
Net Calls Change
-$199M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
801
Trust Asset Management
Texas
$304K
VA
802
Verdad Advisers
Massachusetts
$301K +$301K +576 New
BB
803
Berkshire Bank
Massachusetts
$301K -$17.3K -33 -5%
LP
804
LMR Partners
United Kingdom
$301K +$301K +575 New
EH
805
Equitable Holdings
New York
$300K +$300K +574 New
CPC
806
Congress Park Capital
New York
$298K -$26.1K -50 -8%
CFB
807
Cullen/Frost Bankers
Texas
$295K -$4.18K -8 -1%
FCI
808
Financial Counselors Inc
Kansas
$295K +$61.2K +117 +26%
MS
809
Maven Securities
Jersey
$295K -$884K -1,691 -75%
PWM
810
Perigon Wealth Management
California
$294K +$39.7K +76 +16%
RFN
811
RDA Financial Network
Iowa
$293K +$4.71K +9 +2%
GSC
812
G&S Capital
Colorado
$289K -$3.66K -7 -1%
SDIC
813
South Dakota Investment Council
South Dakota
$288K
TIA
814
Traphagen Investment Advisors
New Jersey
$288K
GHAM
815
Gilman Hill Asset Management
Connecticut
$288K +$26.1K +50 +10%
OAM
816
Oxford Asset Management
United Kingdom
$282K +$282K +540 New
KFS
817
Keynote Financial Services
Connecticut
$282K +$282K +539 New
CW
818
CreativeOne Wealth
Kansas
$281K +$281K +536 New
CWP
819
CFM Wealth Partners
Texas
$279K
BWP
820
Barlow Wealth Partners
Kentucky
$279K -$47.3K -107 -15%
PI
821
PFG Investments
New York
$276K +$6.28K +12 +2%
AIP
822
Ameritas Investment Partners
Nebraska
$275K -$11.5K -22 -4%
CI
823
Cigna Investments
Connecticut
$265K -$11K -21 -4%
GKWIM
824
Gerber Kawasaki Wealth & Investment Management
California
$260K -$18.3K -35 -7%
CCA
825
Checchi Capital Advisers
California
$260K -$4.71K -9 -2%