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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 %
SC
901
Schubert & Co
Texas
$12.7K -$469 -1 -4%
PMFA
902
Plante Moran Financial Advisors
Michigan
$12.7K – – –
BIA
903
Bell Investment Advisors
California
$12.7K +$1.41K +3 +13%
EARNEST Partners
904
EARNEST Partners
Georgia
$12.2K – – –
TFS
905
TrustCore Financial Services
Tennessee
$12.2K – – –
MA
906
Montag & Associates
Georgia
$12.2K +$12.2K +26 New
RAM
907
Riggs Asset Management
Pennsylvania
$11.7K – – –
AWM
908
Atticus Wealth Management
Florida
$11.7K +$4.69K +10 +67%
LOIP
909
Live Oak Investment Partners
Texas
$11.7K – – –
HCP
910
Hexagon Capital Partners
Arkansas
$11.3K – – –
FFA
911
Fairfield Financial Advisors
Massachusetts
$11.3K +$7.04K +15 +167%
MCM
912
MV Capital Management
Maryland
$10.8K -$938 -2 -8%
MIM
913
Macroview Investment Management
Maryland
$10.3K +$1.88K +4 +22%
BEI
914
Benjamin Edwards Inc
Missouri
$10K -$49.5K -109 -83%
BA
915
Bellwether Advisors
Nebraska
$9.38K – – –
TCWA
916
Ten Capital Wealth Advisors
Washington
$9.38K – – –
DI
917
Disciplined Investments
Oklahoma
$8.44K -$938 -2 -10%
ACP
918
Arcus Capital Partners
Georgia
$7.97K +$7.97K +17 New
CWA
919
Core Wealth Advisors
Florida
$7.51K – – –
SBL
920
Sargent Bickham Lagudis
Colorado
$7.51K – – –
HWMA
921
Heritage Wealth Management (Arizona)
Arizona
$7.51K +$3.75K +8 +100%
PFG
922
Piershale Financial Group
Illinois
$7.04K +$7.04K +15 New
SCA
923
Stuart Chaussee & Associates
California
$6.57K – – –
SWA
924
SOA Wealth Advisors
New York
$6.1K – – –
FMP
925
Financial Management Professionals
Texas
$6K – – –
35 36
37
38 39