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Ulta Beauty
ULTA

Overview Fund Activity

1,036 hedge funds and large institutions have $22.3B invested in Ulta Beauty in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 348 increasing their positions, 383 reducing their positions, and 106 closing their positions.

Holders
1,036
Holders Change
+58
Holders Change %
+5.93%
% of All Funds
15.19%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
181
Increased
348
Reduced
383
Closed
106
Calls
$1.47B
Puts
$1.56B
Net Calls
-$92.9M
Net Calls Change
+$65.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.38B
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$309M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$190M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$200M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$360M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$39M
3
Ameriprise
3
Ameriprise
Minnesota
$70.9M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$270M
5
Millennium Management
5
Millennium Management
New York
$63.6M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
951
Orion Capital Management
California
$14.7K 30 +10 +50%
JGIA
952
Jackson Grant Investment Advisers
Connecticut
$14.2K 29 – –
DCP
953
DSM Capital Partners
Florida
$14.2K 29 +29 New
PMFA
954
Plante Moran Financial Advisors
Michigan
$13.2K 27 – –
C
955
Covestor
United Kingdom
$13K 25 – –
LOIP
956
Live Oak Investment Partners
Texas
– – – –
AP
957
Atwood & Palmer
Missouri
$12.3K 25 – –
RAM
958
Riggs Asset Management
Pennsylvania
$12.3K 25 – –
FFA
959
Fairfield Financial Advisors
Massachusetts
$11.8K 24 – –
HCP
960
Hexagon Capital Partners
Arkansas
$11.3K 23 +4 +21%
CPG
961
Cornerstone Planning Group
New Jersey
$10.8K 22 +22 New
ADL
962
Asset Dedication LLC
California
$10K 22 – –
GKIM
963
GW&K Investment Management
Massachusetts
$10K 21 +7 +50%
EBA
964
Eagle Bay Advisors
New York
$9.8K 20 -2 -9%
PFA
965
Pathway Financial Advisers
Indiana
$9.8K 20 – –
PA
966
PSI Advisors
Florida
$9.8K 20 +2 +11%
RFS
967
Richardson Financial Services
Massachusetts
$9.8K 20 +20 New
HFM
968
Hartford Financial Management
Connecticut
$9.8K 20 +20 New
BIA
969
Bell Investment Advisors
California
$8.82K 18 -4 -18%
CWC
970
Carolinas Wealth Consulting
North Carolina
$8.82K 18 – –
USB
971
Union Savings Bank
Connecticut
$8.33K 17 – –
VF
972
VitalStone Financial
Texas
$8K 17 – –
CWA
973
Core Wealth Advisors
Florida
$7.84K 16 – –
AAP
974
Arax Advisory Partners
Colorado
$7.84K 16 +11 +220%
KFS
975
Kelly Financial Services
Massachusetts
$7.35K 15 -14 -48%
37 38
39
40 41