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Ulta Beauty
ULTA

Overview Fund Activity

963 hedge funds and large institutions have $21.9B invested in Ulta Beauty in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 324 increasing their positions, 383 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+40
Holders Change %
+4.33%
% of All Funds
15.54%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.44%
New
128
Increased
324
Reduced
383
Closed
70
Calls
$837M
Puts
$1.57B
Net Calls
-$734M
Net Calls Change
-$341M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$444M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$718M
3
Morgan Stanley
Morgan Stanley
New York
$532M
4
Jennison Associates
Jennison Associates
New York
$175M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$447M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$26.6M
2
Amundi
Amundi
France
$166M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$414M
4
Macquarie Group
Macquarie Group
Australia
$54.7M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
826
Cary Street Partners Investment Advisory
Virginia
$71.8K -$54.4K -116 -43%
PA
827
Parallel Advisors
California
$71.3K -$8.91K -19 -11%
BWA
828
BDO Wealth Advisors
Florida
$69K -$14.1K -30 -17%
CASC
829
Coppell Advisory Solutions Corp
Texas
$69K +$69K +147 New
CAS
830
Coppell Advisory Solutions
Texas
$69K +$69K +147 New
GBT
831
Grove Bank & Trust
Florida
$67K +$67K +142 New
LC
832
Lindbrook Capital
California
$66.6K -$4.69K -10 -7%
CI Investments Inc
833
CI Investments Inc
Ontario, Canada
$66K +$34.6K +74 +110%
CFO
834
CVA Family Office
Colorado
$60.5K -$14.1K -30 -19%
OWA
835
One Wealth Advisors
California
$59.1K +$59.1K +126 New
GTAM
836
Global Trust Asset Management
Florida
$58.6K +$23.5K +50 +67%
JFGIW
837
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.2K +$33.3K +71 +134%
SWA
838
Sutton Wealth Advisors
Florida
$57.2K -$83.5K -178 -59%
VLKIM
839
Van Lanschot Kempen Investment Management
Netherlands
$57.2K -$41.3K -88 -42%
FMII
840
Farmers & Merchants Investments Inc
Nebraska
$57.2K – – –
NL
841
NKCFO LLC
Illinois
$56K – – –
TPCW
842
TD Private Client Wealth
New York
$55.8K +$2.81K +6 +5%
BTI
843
Blue Trust Inc
Georgia
$52K +$18.1K +45 +54%
MA
844
MCF Advisors
Kentucky
$48.8K – – –
PFBT
845
Parkside Financial Bank & Trust
Missouri
$47.8K -$9.85K -21 -17%
FNBOSM
846
First National Bank of South Miami
Florida
$47K – – –
AWM
847
Accurate Wealth Management
Florida
$42.5K +$42.5K +87 New
SC
848
Skylands Capital
Wisconsin
$42.2K – – –
CA
849
Clearstead Advisors
Ohio
$39.9K -$22K -47 -36%
PWMG
850
Prestige Wealth Management Group
New Jersey
$38.5K +$4.69K +10 +14%
32 33
34
35 36