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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 %
RG
926
Retirement Group
California
$6K +$5.5K +11 +1,100%
VF
927
VitalStone Financial
Texas
$6K +$6K +12 New
AF
928
Allworth Financial
California
$5.63K -$2.35K -5 -29%
AWM
929
Activest Wealth Management
Florida
$5.63K +$1.88K +4 +50%
BWA
930
Boulder Wealth Advisors
Colorado
$5K +$5K +10 New
SFG
931
Steward Financial Group
Texas
$5K +$5K +11 New
SIC
932
SJS Investment Consulting
Ohio
$4.69K +$1.88K +4 +67%
AAP
933
Arax Advisory Partners
Colorado
$4.22K – – –
DWP
934
Destiny Wealth Partners
Florida
$4.22K – – –
ADL
935
Asset Dedication LLC
California
$4K – – –
CT
936
Clearstead Trust
Maine
$4K – – –
MSCM
937
McElhenny Sheffield Capital Management
Texas
$3.75K +$3.75K +8 New
CWP
938
Concord Wealth Partners
Virginia
$3.28K +$3.28K +7 New
BHWM
939
Beaird Harris Wealth Management
Texas
$3.28K +$3.28K +7 New
CTB
940
Country Trust Bank
Illinois
$2.81K – – –
SCA
941
Stonebridge Capital Advisors
Minnesota
$2.81K – – –
FGAM
942
Financial Gravity Asset Management
Texas
$2.47K +$2.47K +469 New
LF
943
Lee Financial
Texas
$2.35K – – –
CAL
944
Capital Advisors Ltd
Ohio
$2K -$500 -1 -20%
TSWM
945
Tyler-Stone Wealth Management
Ohio
$2K – – –
AWM
946
Abound Wealth Management
Tennessee
$1.88K – – –
HPC
947
HM Payson & Co
Maine
$1.88K – – –
AA
948
Addison Advisors
Vermont
$1.41K -$938 -2 -40%
MFT
949
Moisand Fitzgerald Tamayo
Florida
$1.41K -$469 -1 -25%
PG
950
Proffitt & Goodson
Tennessee
$1.41K – – –
36 37
38
39 40