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Ulta Beauty
ULTA

Overview Fund Activity

958 hedge funds and large institutions have $16B invested in Ulta Beauty in 2024 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 332 increasing their positions, 373 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
958
Holders Change
-44
Holders Change %
-4.39%
% of All Funds
13.86%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
118
Increased
332
Reduced
373
Closed
152
Calls
$1.14B
Puts
$1.42B
Net Calls
-$286M
Net Calls Change
-$119M

Top Buyers

1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$359M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$318M
3
Holocene Advisors
Holocene Advisors
New York
$135M
4
Citadel Advisors
Citadel Advisors
Florida
$138M
5
Squarepoint
Squarepoint
New York
$78.2M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$9.42M
2
Boston Partners
Boston Partners
Massachusetts
$0
3
Bessemer Group
Bessemer Group
New Jersey
$632K
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$39.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
926
Fortitude Family Office
Arizona
$2.72K -$1.56K -4 -36%
BWL
927
Bogart Wealth LLC
Virginia
$2.72K – – –
SOW
928
State of Wyoming
Wyoming
$2.34K -$30.4K -78 -93%
HFM
929
Hartford Financial Management
Connecticut
$2.34K -$5.45K -14 -70%
GC
930
Globeflex Capital
California
$2.34K – – –
DPW
931
DiNuzzo Private Wealth
Pennsylvania
$2.34K – – –
CTB
932
Country Trust Bank
Illinois
$2.34K – – –
NL
933
NVWM LLC
Pennsylvania
$2.34K +$1.95K +5 +500%
FMP
934
Financial Management Professionals
Texas
$2K – – –
CIM
935
Contravisory Investment Management
Massachusetts
$1.95K – – –
CCM
936
Chilton Capital Management
Texas
$1.95K – – –
MBFW
937
Morton Brown Family Wealth
Pennsylvania
$1.95K – – –
VAMG
938
Voisard Asset Management Group
Michigan
$1.95K +$389 +1 +25%
FMB
939
Field & Main Bank
Kentucky
$1.95K – – –
LIS
940
Legacy Investment Solutions
Idaho
$1.91K +$1.91K +5 New
LWMI
941
Legacy Wealth Management (Idaho)
Idaho
$1.91K +$1.91K +5 New
BGAI
942
Bruce G. Allen Investments
Colorado
$1.56K -$6.22K -16 -80%
DWM
943
Darwin Wealth Management
Florida
$1.56K +$1.56K +4 New
S
944
Sachetta
Massachusetts
$1.17K -$2.73K -7 -70%
TWD
945
True Wealth Design
Ohio
$1.17K +$389 +1 +50%
BCMLT
946
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.17K +$1.17K +3 New
WCM
947
Winthrop Capital Management
Indiana
$1K – – –
CTWM
948
Cherry Tree Wealth Management
Minnesota
$779 – – –
CWC
949
Carolinas Wealth Consulting
North Carolina
$779 +$779 +2 New
IHWM
950
Iron Horse Wealth Management
Iowa
$778 -$10.9K -28 -93%
36 37
38
39 40