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Ulta Beauty
ULTA

Overview Fund Activity

937 hedge funds and large institutions have $15.3B invested in Ulta Beauty in 2025 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 342 increasing their positions, 362 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
-47
Holders Change %
-4.78%
% of All Funds
12.73%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
97
Increased
342
Reduced
362
Closed
124
Calls
$1.38B
Puts
$807M
Net Calls
+$576M
Net Calls Change
+$448M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$436M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$252M
3
Franklin Resources
Franklin Resources
California
+$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$151M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$134M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$431M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$167M
3
PC
PointState Capital
New York
-$160M
4
State Street
State Street
Massachusetts
-$125M
5
Millennium Management
Millennium Management
New York
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFCL
926
Strengthening Families & Communities LLC
Massachusetts
$367 – – –
PWM
927
Parkworth Wealth Management
California
$367 – – –
WCM
928
WealthTrak Capital Management
Virginia
$367 – – –
TCM
929
Tradewinds Capital Management
Washington
$367 – – –
FRA
930
Front Row Advisors
California
$367 – – –
TFM
931
TFC Financial Management
Massachusetts
$367 – – –
SFG
932
Stonebridge Financial Group
Pennsylvania
$367 +$367 +1 New
CIAS
933
CBIZ Investment Advisory Services
Ohio
$367 +$367 +1 New
SSB
934
Sandy Spring Bank
Maryland
$367 +$367 +1 New
WA
935
WestEnd Advisors
North Carolina
$367 +$367 +1 New
HFS
936
Horizon Financial Services
North Carolina
$367 +$367 +1 New
PWA
937
Principia Wealth Advisory
Texas
$363 -$363 -1 -50%
HHGA
938
Halbert Hargrove Global Advisors
California
$41 – – –
HWM
939
HighMark Wealth Management
Minnesota
$3 -$4 – –
Capital World Investors
940
Capital World Investors
California
– -$431M -990,215 Closed
Norges Bank
941
Norges Bank
Norway
– -$239M -550,508 Closed
PC
942
PointState Capital
New York
– -$160M -368,438 Closed
DKCM
943
Davidson Kempner Capital Management
New York
– -$58.7M -135,000 Closed
Hudson Bay Capital Management
944
Hudson Bay Capital Management
Connecticut
– -$51.2M -117,758 Closed
ZIG
945
Zurich Insurance Group
Switzerland
– -$36.4M -83,794 Closed
National Pension Service
946
National Pension Service
South Korea
– -$34M -78,284 Closed
D.E. Shaw & Co
947
D.E. Shaw & Co
New York
– -$30.7M -70,588 Closed
TAM
948
Todd Asset Management
Kentucky
– -$26.9M -61,762 Closed
LP
949
LMR Partners
United Kingdom
– -$22.5M -51,800 Closed
NCL
950
Nishkama Capital LLC
Puerto Rico
– -$22.3M -51,236 Closed
36 37
38
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