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Ulta Beauty
ULTA

Overview Fund Activity

859 hedge funds and large institutions have $19.2B invested in Ulta Beauty in 2021 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 314 increasing their positions, 279 reducing their positions, and 85 closing their positions.

Holders
859
Holders Change
+39
Holders Change %
+4.76%
% of All Funds
13.27%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
138
Increased
314
Reduced
279
Closed
85
Calls
$708M
Puts
$994M
Net Calls
-$286M
Net Calls Change
-$308M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$656M
2
BlackRock
2
BlackRock
New York
$1.75B
3
Citadel Advisors
3
Citadel Advisors
Florida
$201M
4
Ameriprise
4
Ameriprise
Minnesota
$424M
5
NC
5
Nicholas Company
Wisconsin
$81M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$129M
2
Amundi
2
Amundi
France
$91.4M
3
Select Equity Group
3
Select Equity Group
New York
$64.2M
4
Boston Partners
4
Boston Partners
Massachusetts
$97.1M
5
SCM
5
Spyglass Capital Management
California
$154M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
926
Meeder Asset Management
Ohio
– – -232 Closed
LWM
927
Liberty Wealth Management
California
– – -213 Closed
CLOS
928
Compagnie Lombard Odier SCmA
Switzerland
– – -175 Closed
IF
929
Ironwood Financial
Arizona
– – -145 Closed
CI
930
CX Institutional
Indiana
– – -118 Closed
HA
931
Herold Advisors
New York
– – -100 Closed
CA
932
Crewe Advisors
Utah
– – -38 Closed
BC
933
Bartlett & Co
Ohio
– – -35 Closed
BCWM
934
Bartlett & Co Wealth Management
Ohio
– – -35 Closed
WLPWM
935
Walled Lake Planning & Wealth Management
Illinois
– – -26 Closed
TFS
936
TrustCore Financial Services
Tennessee
$0 1 -25 -96%
APWA
937
Atlas Private Wealth Advisors
New Jersey
– – -20 Closed
RA
938
Resolute Advisors
California
– – -16 Closed
PPWM
939
PFG Private Wealth Management
Florida
– – -12 Closed
EWA
940
Evolution Wealth Advisors
Florida
– – -10 Closed
KIG
941
Kowal Investment Group
Wisconsin
– – -9 Closed
RCM
942
Regency Capital Management
Hawaii
– – -7 Closed
AWM
943
Avior Wealth Management
Nebraska
$0 1 -1 -50%
CC
944
Centiva Capital
New York
– – – –
Simplex Trading
945
Simplex Trading
Illinois
– – – –
MS
946
Maven Securities
Jersey
– – – –
HT
947
HAP Trading
New York
– – – –
CM
948
Caption Management
Oklahoma
– – – –
HF
949
HRT Financial
New York
– – – –
IMC Chicago
950
IMC Chicago
Illinois
– – – –
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