ULTA icon

Ulta Beauty
ULTA

Overview Fund Activity

1,030 hedge funds and large institutions have $25.2B invested in Ulta Beauty in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 340 increasing their positions, 416 reducing their positions, and 51 closing their positions.

Holders
1,030
Holders Change
+67
Holders Change %
+6.96%
% of All Funds
16.49%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.38%
New
137
Increased
340
Reduced
416
Closed
51
Calls
$915M
Puts
$1.56B
Net Calls
-$643M
Net Calls Change
+$90.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$902M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$654M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$102M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$116M
5
Millennium Management
5
Millennium Management
New York
$78.4M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$112M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$462M
3
BlackRock
3
BlackRock
New York
$2.11B
4
ATO
4
Alecta Tjanstepension Omsesidigt
Sweden
$384M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$144M
Name Market Value Shares Shares
Change 		Shares
Change %
NFSG
926
Newbridge Financial Services Group
Florida
$32.2K 59 +20 +51%
JWM
927
Janiczek Wealth Management
Colorado
$31.5K 59 – –
PWMG
928
Prestige Wealth Management Group
New Jersey
$31.1K 57 -25 -30%
RTC
929
Riverview Trust Company
Washington
$31.1K 57 – –
MPWT
930
MassMutual Private Wealth & Trust
Connecticut
$31.1K 57 +17 +43%
AA
931
Ancora Advisors
Ohio
$31.1K 57 +57 New
FCA
932
Fortis Capital Advisors
Kansas
$31.1K 57 +57 New
GFWA
933
Grey Fox Wealth Advisors
Delaware
$30.6K 56 – –
FFA
934
Farther Finance Advisors
California
$30.6K 56 +1 +2%
BF
935
BOK Financial
Oklahoma
$30K 55 +55 New
PFA
936
Pathway Financial Advisers
Indiana
$29.5K 54 +13 +32%
VCM
937
Vigilant Capital Management
Maine
$28K 51 – –
MCM
938
Manchester Capital Management
Vermont
$27.3K 50 – –
AIP
939
Ahrens Investment Partners
Louisiana
$27.3K 50 +50 New
GM
940
GeoWealth Management
Illinois
$26K 46 -6 -12%
SC
941
Steph & Co
Wisconsin
$24.6K 45 -4 -8%
AP
942
Arlington Partners
Alabama
$23.5K 43 +43 New
TF
943
TimeScale Financial
Massachusetts
$22.9K 42 +42 New
BBPWM
944
Blue Bell Private Wealth Management
Pennsylvania
$22.4K 41 – –
HGERS
945
Householder Group Estate & Retirement Specialist
Arizona
$21K 39 +10 +34%
CP
946
Castleview Partners
Texas
$20.7K 38 – –
CWM
947
CarsonAllaria Wealth Management
Illinois
$20.7K 38 +38 New
ZB
948
Zions Bancorporation
Utah
$20.2K 37 -7 -16%
AAG
949
Armstrong Advisory Group
Massachusetts
$19.1K 35 – –
CAC
950
Core Alternative Capital
Georgia
$19.1K 35 -15 -30%
36 37
38
39 40