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Ulta Beauty

1,061 hedge funds and large institutions have $23.4B invested in Ulta Beauty in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 388 increasing their positions, 390 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+25
Holders Change %
+2.41%
% of All Funds
15.38%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
130
Increased
388
Reduced
390
Closed
94
Calls
$1.07B
Puts
$1.36B
Net Calls
-$291M
Net Calls Change
-$199M
Name Holding Trade Value Shares
Change
Shares
Change %
UOTTAIMCU
926
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$46K
FF
927
Friedenthal Financial
New Jersey
$45K -$1.57K -3 -3%
MG
928
Mather Group
Illinois
$44.6K +$44.6K +91 New
MCM
929
Manchester Capital Management
Vermont
$43.9K +$6.28K +12 +17%
CA
930
Crewe Advisors
Utah
$43.9K +$43.9K +84 New
VAG
931
VisionPoint Advisory Group
Texas
$43.4K -$1.05K -2 -2%
JWA
932
JFS Wealth Advisors
Pennsylvania
$42.4K +$11K +21 +35%
AF
933
Allworth Financial
California
$40.8K +$22K +42 +117%
AWM
934
Avior Wealth Management
Nebraska
$39.2K +$35K +67 +838%
BEI
935
Benjamin Edwards Inc
Missouri
$37K
AIM
936
Anchor Investment Management
South Carolina
$35.6K +$9.41K +18 +36%
GWP
937
Gen-Wealth Partners
Michigan
$32.4K +$32.4K +62 New
LI
938
LRI Investments
Florida
$31.4K +$31.4K +60 New
SIS
939
Sound Income Strategies
Florida
$30.9K +$25.6K +49 +490%
VL
940
Vima LLC
Michigan
$30.6K
RTC
941
Riverview Trust Company
Washington
$29.8K +$29.8K +57 New
PIM
942
Plato Investment Management
Australia
$28.8K
BWM
943
BKM Wealth Management
Wisconsin
$26.1K -$4.18K -8 -14%
FCMT
944
Founders Capital Management (Texas)
Texas
$26.1K
LWANC
945
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.1K
RFG
946
RFP Financial Group
Georgia
$24.6K -$20.9K -40 -46%
GIS
947
Grayhawk Investment Strategies
Alberta, Canada
$24.1K
SC
948
Steph & Co
Wisconsin
$23.5K
T
949
Tidemark
California
$22.5K
SIC
950
SJS Investment Consulting
Ohio
$21.4K +$17.3K +33 +413%