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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 %
GKIM
876
GW&K Investment Management
Massachusetts
$13K -$4.93K -11 -28%
HWM
877
Hemington Wealth Management
Virginia
$13K +$813 +2 +7%
RA
878
Rise Advisors
New York
$12.6K – – –
AP
879
Atwood & Palmer
Missouri
$12.2K – – –
MSWM
880
Mowery & Schoenfeld Wealth Management
Illinois
$12.2K +$3.48K +8 +40%
MA
881
Montag & Associates
Georgia
$11.7K – – –
RS
882
Rakuten Securities
Japan
$11.7K -$134K -307 -92%
PMFA
883
Plante Moran Financial Advisors
Michigan
$11.7K – – –
HCP
884
Hexagon Capital Partners
Arkansas
$11.3K +$3.04K +7 +37%
SFA
885
Semmax Financial Advisors
North Carolina
$11.2K – – –
ACA
886
American Capital Advisory
Idaho
$10.9K – – –
LOIP
887
Live Oak Investment Partners
Texas
$10.9K -$9.73K – –
GWSA
888
Global Wealth Strategies & Associates
Colorado
$10.4K – – –
FFA
889
Fairfield Financial Advisors
Massachusetts
$10.4K – – –
PC
890
Pier Capital
Connecticut
$10.4K +$3.91K +9 +60%
CCA
891
Criterion Capital Advisors
Tennessee
$10K – – –
GWP
892
Gen-Wealth Partners
Michigan
$10K -$27.8K -64 -74%
CAL
893
Capital Advisors Ltd
Ohio
$10K – – –
MCM
894
Mainstream Capital Management
California
$9.57K +$9.57K +22 New
BOJHT
895
Bank of Jackson Hole Trust
Wyoming
$9.13K +$9.13K +21 New
RI
896
Ridgewood Investments
New Jersey
$8.7K +$8.7K +20 New
HNB
897
Hilltop National Bank
Wyoming
$8.7K – – –
BIA
898
Bell Investment Advisors
California
$8.26K -$870 -2 -10%
ME
899
McIlrath & Eck
Washington
$8.26K – – –
KFI
900
Key Financial Inc
Pennsylvania
$8.26K – – –
34 35
36
37 38