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Ulta Beauty
ULTA

Overview Fund Activity

984 hedge funds and large institutions have $18B invested in Ulta Beauty in 2024 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 301 increasing their positions, 394 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
984
Holders Change
+26
Holders Change %
+2.71%
% of All Funds
13.1%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
170
Increased
301
Reduced
394
Closed
132
Calls
$1.68B
Puts
$1.56B
Net Calls
+$128M
Net Calls Change
+$414M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$431M
2
Marshall Wace
Marshall Wace
United Kingdom
+$198M
3
PC
PointState Capital
New York
+$160M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
5
SCM
Smead Capital Management
Arizona
+$89.1M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$530M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$373M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$203M
4
Goldman Sachs
Goldman Sachs
New York
-$167M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
851
Covestor
United Kingdom
$23K -$442 -1 -2%
PA
852
PSI Advisors
Florida
$22.2K +$3.05K +7 +16%
HGERS
853
Householder Group Estate & Retirement Specialist
Arizona
$22K -$26.2K -62 -54%
LWANC
854
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.7K – – –
TFIPS
855
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.7K +$21.7K +50 New
RCA
856
Runnymede Capital Advisors
Ohio
$21.7K +$21.7K +50 New
CA
857
CoreCap Advisors
Michigan
$21.3K -$62.6K -144 -75%
HWA
858
HHM Wealth Advisors
Tennessee
$20.4K +$3.91K +9 +24%
GIS
859
Grayhawk Investment Strategies
Alberta, Canada
$20K – – –
FDW
860
Fourth Dimension Wealth
Ohio
$19.6K +$19.6K +45 New
TC
861
Trust Company
Kansas
$19.6K +$19.6K +45 New
AssetMark Inc
862
AssetMark Inc
California
$19.1K -$1.19M -2,727 -98%
T
863
Tidemark
California
$18.7K – – –
A
864
AlphaQuest
New York
$17.4K -$503K -1,157 -97%
GTAM
865
Global Trust Asset Management
Florida
$17.4K -$43.9K -101 -72%
OCM
866
Orion Capital Management
California
$17.4K +$17.4K +40 New
WA
867
WPG Advisers
Maryland
$17K +$17K +39 New
LFG
868
Larson Financial Group
Missouri
$16K +$3.04K +7 +23%
FMII
869
Farmers & Merchants Investments Inc
Nebraska
$15.7K – – –
AA
870
Ancora Advisors
Ohio
$14.8K +$14.8K +34 New
PG
871
Proffitt & Goodson
Tennessee
$14.4K – – –
LC
872
Lavaca Capital
Texas
$14.4K +$14.4K +33 New
SWM
873
Sugarloaf Wealth Management
Georgia
$13.9K – – –
LI
874
LRI Investments
Florida
$13K – – –
MCM
875
MV Capital Management
Maryland
$13K +$1.31K +3 +11%
33 34
35
36 37