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Ulta Beauty
ULTA

Overview Fund Activity

984 hedge funds and large institutions have $18B invested in Ulta Beauty in 2024 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 301 increasing their positions, 394 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
984
Holders Change
+26
Holders Change %
+2.71%
% of All Funds
13.1%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
170
Increased
301
Reduced
394
Closed
132
Calls
$1.68B
Puts
$1.56B
Net Calls
+$128M
Net Calls Change
+$414M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$431M
2
Marshall Wace
Marshall Wace
United Kingdom
+$198M
3
PC
PointState Capital
New York
+$160M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
5
SCM
Smead Capital Management
Arizona
+$89.1M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$530M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$373M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$203M
4
Goldman Sachs
Goldman Sachs
New York
-$167M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCI
926
MRP Capital Investments
Georgia
$4.35K -$2.18K -5 -33%
AWM
927
Avior Wealth Management
Nebraska
$4.35K -$1.74K -4 -29%
AP
928
Aspect Partners
Virginia
$4.35K -$435 -1 -9%
AS
929
Altshuler Shaham
Israel
$4.35K +$4.35K +10 New
MTIC
930
Missouri Trust & Investment Company
Missouri
$4.35K +$4.35K +10 New
OAJ
931
Ogorek Anthony Joseph
New York
$4K – – –
S
932
Sachetta
Massachusetts
$3.92K +$2.61K +6 +200%
EBA
933
Eagle Bay Advisors
New York
$3.91K -$11.3K -26 -74%
CTA
934
Colonial Trust Advisors
South Carolina
$3.91K – – –
MFG
935
Menard Financial Group
Texas
$3.91K +$3.91K +9 New
RWS
936
Retirement Wealth Solutions
Wisconsin
$3.77K +$3.77K +9 New
SIC
937
SJS Investment Consulting
Ohio
$3.48K -$1.74K -4 -33%
VHAM
938
Van Hulzen Asset Management
California
$3.48K +$3.48K +8 New
BSB
939
Bangor Savings Bank
Maine
$3.05K -$5.66K -13 -65%
BWL
940
Bogart Wealth LLC
Virginia
$3.05K – – –
WA
941
Whipplewood Advisors
Colorado
$3.05K +$3.05K +7 New
WTC
942
WhitTier Trust Company
Nevada
$3.04K -$4.35K -10 -59%
CTB
943
Country Trust Bank
Illinois
$2.61K – – –
DPW
944
DiNuzzo Private Wealth
Pennsylvania
$2.61K – – –
HFM
945
Hartford Financial Management
Connecticut
$2.61K – – –
FMP
946
Financial Management Professionals
Texas
$2.61K – – –
NL
947
NVWM LLC
Pennsylvania
$2.61K – – –
FPF
948
First Pacific Financial
Washington
$2.61K +$2.61K +6 New
KIM
949
Kestra Investment Management
Texas
$2.61K +$2.61K +6 New
VWA
950
Valued Wealth Advisors
Utah
$2.61K +$2.61K +6 New
36 37
38
39 40