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

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$26.6M
2
Amundi
2
Amundi
France
$166M
3
ATO
3
Alecta Tjanstepension Omsesidigt
Sweden
$414M
4
Macquarie Group
4
Macquarie Group
Australia
$54.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
876
Blue Bell Private Wealth Management
Pennsylvania
$19.2K – – –
PFA
877
Pathway Financial Advisers
Indiana
$19.2K +$19.2K +41 New
MPWT
878
MassMutual Private Wealth & Trust
Connecticut
$19K +$475 +1 +3%
AP
879
Atwood & Palmer
Missouri
$18.8K – – –
NFSG
880
Newbridge Financial Services Group
Florida
$18.3K +$7.97K +17 +77%
CP
881
Castleview Partners
Texas
$17.8K – – –
WPA
882
West Paces Advisors
Georgia
$16.4K +$16.4K +35 New
AAG
883
Armstrong Advisory Group
Massachusetts
$16.4K +$16.4K +35 New
C
884
Covestor
United Kingdom
$16K -$471 -1 -3%
M
885
MOTCO
Texas
$15.5K – – –
NSIM
886
North Star Investment Management
Illinois
$15.5K – – –
CT
887
Colonial Trust
South Carolina
$15.5K +$15.5K +33 New
SWM
888
Sugarloaf Wealth Management
Georgia
$15K – – –
LWP
889
Laurel Wealth Planning
Minnesota
$15K – – –
GWSA
890
Global Wealth Strategies & Associates
Colorado
$15K +$15K +32 New
CT
891
Cambridge Trust
Massachusetts
$15K -$1.45K -3 -9%
MAM
892
Magellan Asset Management
Australia
$14.5K +$14.5K +31 New
TFM
893
TFC Financial Management
Massachusetts
$14.1K – – –
CA
894
Crewe Advisors
Utah
$14.1K +$9.38K +20 +200%
CWC
895
Carolinas Wealth Consulting
North Carolina
$14.1K +$14.1K +30 New
MUMSS
896
Mitsubishi UFJ Morgan Stanley Securities
Japan
$14K -$14K -30 -50%
KFS
897
Kelly Financial Services
Massachusetts
$13.6K – – –
ME
898
McIlrath & Eck
Washington
$13.1K – – –
EBA
899
Eagle Bay Advisors
New York
$13.1K +$469 +1 +4%
HGERS
900
Householder Group Estate & Retirement Specialist
Arizona
$13K +$7.17K +16 +123%
34 35
36
37 38