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Ulta Beauty
ULTA

Overview Fund Activity

923 hedge funds and large institutions have $18.6B invested in Ulta Beauty in 2022 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 350 increasing their positions, 341 reducing their positions, and 74 closing their positions.

Holders
923
Holders Change
+21
Holders Change %
+2.33%
% of All Funds
15.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
103
Increased
350
Reduced
341
Closed
74
Calls
$780M
Puts
$1.17B
Net Calls
-$393M
Net Calls Change
-$165M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$530M
2
Amundi
2
Amundi
France
$249M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$272M
4
CAM
4
Congress Asset Management
Massachusetts
$99.7M
5
Ameriprise
5
Ameriprise
Minnesota
$322M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$366M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$53.1M
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Macquarie Group
4
Macquarie Group
Australia
$121M
5
Millennium Management
5
Millennium Management
New York
$59.5M
Name Market Value Shares Shares
Change 		Shares
Change %
NFSG
876
Newbridge Financial Services Group
Florida
$9K 22 +20 +1,000%
DI
877
Disciplined Investments
Oklahoma
$8K 20 – –
EWM
878
Evermay Wealth Management
Virginia
$8K 20 – –
TCWA
879
Ten Capital Wealth Advisors
Washington
$8K 20 – –
BA
880
Bellwether Advisors
Nebraska
$8K 20 +20 New
PI
881
PFS Investments
Georgia
$7.21K 17,973 -2,259 -11%
AF
882
Allworth Financial
California
$7K 17 -61 -78%
MIM
883
Macroview Investment Management
Maryland
$7K 18 -13 -42%
CWA
884
Core Wealth Advisors
Florida
$6K 16 -30 -65%
SBL
885
Sargent Bickham Lagudis
Colorado
$6K 16 -20 -56%
EW
886
Evoke Wealth
California
$6K 15 – –
SCA
887
Stuart Chaussee & Associates
California
$6K 14 – –
AWM
888
Atticus Wealth Management
Florida
$6K 15 – –
FMP
889
Financial Management Professionals
Texas
$5K 12 – –
MCA
890
Maryland Capital Advisors
Maryland
$5K 13 – –
SWA
891
SOA Wealth Advisors
New York
$5K 13 – –
HGERS
892
Householder Group Estate & Retirement Specialist
Arizona
$5K 13 +13 New
CT
893
Clearstead Trust
Maine
$4K 9 – –
CA
894
Crewe Advisors
Utah
$4K 10 – –
ADL
895
Asset Dedication LLC
California
$4K 9 – –
DWP
896
Destiny Wealth Partners
Florida
$4K 9 – –
AAP
897
Arax Advisory Partners
Colorado
$4K 9 +6 +200%
FFA
898
Fairfield Financial Advisors
Massachusetts
$3.61K 9 +9 New
CCM
899
Covington Capital Management
California
$3K 8 – –
SIC
900
SJS Investment Consulting
Ohio
$3K 6 +6 New
34 35
36
37 38