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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 %
BC
826
Barnett & Company
Tennessee
$4K 10 +10 New
CA
827
CoreCap Advisors
Michigan
$4K 10 +10 New
SSB
828
Sandy Spring Bank
Maryland
$3K 8 – –
CI Investments Inc
829
CI Investments Inc
Ontario, Canada
$3K 7 – –
RG
830
Retirement Group
California
$3K 7 – –
CWP
831
Concord Wealth Partners
Virginia
$3K 7 – –
FWM
832
Focused Wealth Management
New York
$3K 7 +4 +133%
CTB
833
Country Trust Bank
Illinois
$2K 6 – –
HPC
834
HM Payson & Co
Maine
$2K 4 – –
FMP
835
Financial Management Professionals
Texas
$2K 6 – –
ODG
836
O'Dell Group
Ohio
$2K 5 – –
TSWM
837
Tyler-Stone Wealth Management
Ohio
$2K 4 +4 New
JFA
838
JNBA Financial Advisors
Minnesota
$2K 4 +4 New
SC
839
Schubert & Co
Texas
$2K 5 +5 New
JWA
840
JFS Wealth Advisors
Pennsylvania
$2K 6 +6 New
CWS
841
Confluence Wealth Services
Pennsylvania
$2K 7 +7 New
BIM
842
Baldwin Investment Management
Pennsylvania
$1.92K 4,650 -15 -0.3%
SC
843
Stephens Consulting
Michigan
$1.65K 4 +4 New
PVH
844
Psagot Value Holdings
Israel
$1K 3 -2 -40%
CWA
845
Clearview Wealth Advisors
Oregon
$1K 2 – –
GWSG
846
GPS Wealth Strategies Group
Colorado
$1K 2 – –
GTAM
847
Global Trust Asset Management
Florida
$1K 2 – –
CAL
848
Capital Advisors Ltd
Ohio
$1K 2 +2 New
AA
849
Addison Advisors
Vermont
$1K 3 +3 New
RK
850
Rather & Kittrell
Tennessee
$1K 3 +3 New
32 33
34
35 36