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Ulta Beauty
ULTA

Overview Fund Activity

902 hedge funds and large institutions have $17.7B invested in Ulta Beauty in 2022 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 324 increasing their positions, 333 reducing their positions, and 70 closing their positions.

Holders
902
Holders Change
+44
Holders Change %
+5.13%
% of All Funds
15.25%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.41%
New
132
Increased
324
Reduced
333
Closed
70
Calls
$768M
Puts
$996M
Net Calls
-$228M
Net Calls Change
-$42.8M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$270M
2
Goldman Sachs
2
Goldman Sachs
New York
$363M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$290M
4
Citadel Advisors
4
Citadel Advisors
Florida
$174M
5
Millennium Management
5
Millennium Management
New York
$122M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$558M
3
SCM
3
Spyglass Capital Management
California
$18M
4
Macquarie Group
4
Macquarie Group
Australia
$204M
5
CCM
5
Candlestick Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
826
Macroview Investment Management
Maryland
$12K 31 -4 -11%
SWM
827
Sugarloaf Wealth Management
Georgia
$12K 32 – –
SAM
828
Strategic Asset Management
Minnesota
$12K 30 – –
M
829
MOTCO
Texas
$12K 30 – –
UB
830
UMB Bank
Missouri
$12K 31 – –
LWP
831
Laurel Wealth Planning
Minnesota
$12K 32 – –
TFM
832
TFC Financial Management
Massachusetts
$12K 30 – –
KFS
833
Kelly Financial Services
Massachusetts
$11.2K 29 – –
ME
834
McIlrath & Eck
Washington
$11K 28 -10 -26%
BBHC
835
Brown Brothers Harriman & Co
New York
$11K 29 – –
First Manhattan
836
First Manhattan
New York
$11K 31 – –
BIA
837
Bell Investment Advisors
California
$11K 28 +28 New
A
838
AustralianSuper
Australia
$10K 26,056 +26,056 New
EBA
839
Eagle Bay Advisors
New York
$10K 26 +26 New
ARIS
840
Advanced Research Investment Solutions
California
$10K 25 -50 -67%
LPWM
841
Lake Point Wealth Management
Texas
$10K 25 – –
TFS
842
TrustCore Financial Services
Tennessee
$10K 26 – –
EARNEST Partners
843
EARNEST Partners
Georgia
$10K 26 – –
AWM
844
AllSquare Wealth Management
New York
$10K 26 +26 New
CFN
845
Cordasco Financial Network
Florida
$9K 23 – –
TCWA
846
Ten Capital Wealth Advisors
Washington
$8K 20 – –
DI
847
Disciplined Investments
Oklahoma
$8K 20 +2 +11%
SC
848
Schubert & Co
Texas
$8K 21 +13 +163%
EWM
849
Evermay Wealth Management
Virginia
$8K 20 +20 New
MCM
850
MV Capital Management
Maryland
$7K 19 -1 -5%
32 33
34
35 36