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Ulta Beauty

1,019 hedge funds and large institutions have $21.9B invested in Ulta Beauty in 2023 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 361 increasing their positions, 396 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,019
Holders Change
-11
Holders Change %
-1.07%
% of All Funds
16.07%
Holding in Top 10
12
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
132
Increased
361
Reduced
396
Closed
135
Calls
$1.11B
Puts
$1.5B
Net Calls
-$389M
Net Calls Change
+$254M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
901
Parkside Financial Bank & Trust
Missouri
$32.9K +$1.88K +4 +6%
MA
902
Montag & Associates
Georgia
$31.5K +$19.3K +41 +158%
RFG
903
RFP Financial Group
Georgia
$31.5K +$21.6K +46 +219%
SSG
904
Summit Securities Group
New York
$31K -$15.5K -33 -33%
JWA
905
JFS Wealth Advisors
Pennsylvania
$28.7K -$941 -2 -3%
GWS
906
Glassman Wealth Services
Virginia
$28.2K -$471 -1 -2%
JWM
907
Janiczek Wealth Management
Colorado
$27.3K -$471 -1 -2%
PWMG
908
Prestige Wealth Management Group
New Jersey
$26.8K
RTC
909
Riverview Trust Company
Washington
$26.8K
GM
910
GeoWealth Management
Illinois
$26K +$5.02K +11 +24%
CAS
911
Coppell Advisory Solutions
Texas
$25.7K +$25.7K +55 New
CWC
912
Carolinas Wealth Consulting
North Carolina
$24.9K -$4.24K -9 -15%
MCM
913
Manchester Capital Management
Vermont
$24K +$471 +1 +2%
VCM
914
Vigilant Capital Management
Maine
$24K
LFG
915
Larson Financial Group
Missouri
$23.5K -$275K -584 -92%
GWMIA
916
Global Wealth Management Investment Advisory
Florida
$23.5K +$23.5K +50 New
FFA
917
Farther Finance Advisors
California
$23.1K -$3.29K -7 -13%
BTI
918
Blue Trust Inc
Georgia
$23K -$20.3K -37 -47%
GIS
919
Grayhawk Investment Strategies
Alberta, Canada
$21.6K
SC
920
Steph & Co
Wisconsin
$21.2K
M
921
MOTCO
Texas
$20.7K +$5.18K +11 +33%
C
922
Covestor
United Kingdom
$20K +$4.19K +9 +26%
TF
923
TimeScale Financial
Massachusetts
$19.8K
BBPWM
924
Blue Bell Private Wealth Management
Pennsylvania
$19.3K
HFM
925
Harvest Fund Management
China
$19K -$186K -392 -91%