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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
$449M
3
Franklin Resources
Franklin Resources
California
$203M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$335M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$341M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$320K
3
PC
PointState Capital
New York
$0
4
State Street
State Street
Massachusetts
$732M
5
Millennium Management
Millennium Management
New York
$5.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair Investment Management
951
William Blair Investment Management
Illinois
– -$19.5M -44,740 Closed
IG
952
ING Group
Netherlands
– -$15.2M -34,918 Closed
EWA
953
Exencial Wealth Advisors
Oklahoma
– -$9.95M -22,887 Closed
B
954
Bensler
Washington
– -$8.78M -20,194 Closed
JWM
955
Jessup Wealth Management
Ohio
– -$8.72M -20,046 Closed
PCM
956
Portolan Capital Management
Massachusetts
– -$7.27M -16,708 Closed
WHGC
957
Wealth High Governance Capital
Brazil
– -$6.74M -15,500 Closed
BCAM
958
Boston Common Asset Management
Massachusetts
– -$5.67M -13,047 Closed
BGDI
959
BW Gestao de Investimentos
Brazil
– -$4.13M -9,500 Closed
IUHSA
960
Itau Unibanco Holding S.A.
Brazil
– -$3.61M -8,294 Closed
CM
961
Caption Management
Oklahoma
– -$3.57M -8,200 Closed
SC
962
Scotia Capital
Ontario, Canada
– -$3.02M -6,940 Closed
ECA
963
Elevate Capital Advisors
Colorado
– -$3M -6,890 Closed
NRD
964
Nebula Research & Development
New York
– -$2.83M -6,506 Closed
SAMC
965
Spectrum Asset Management (California)
California
– -$2.76M -6,345 Closed
AC
966
Asio Capital
Kentucky
– -$2.51M -5,764 Closed
XT
967
XTX Topco
Cayman Islands
– -$2.45M -5,638 Closed
JAFL
968
Jay A. Fishman Ltd
Michigan
– -$1.89M -4,340 Closed
APM
969
Advanced Portfolio Management
New York
– -$1.26M -3,065 Closed
RC
970
Roundview Capital
New Jersey
– -$1.33M -3,050 Closed
TCM
971
Teza Capital Management
Illinois
– -$1.25M -2,876 Closed
WP
972
Woodline Partners
California
– -$1.23M -2,829 Closed
WAM
973
WT Asset Management
Hong Kong
– -$1.17M -2,700 Closed
FHB
974
First Hawaiian Bank
Hawaii
– -$1.12M -2,568 Closed
BOC
975
Barbara Oil Co
Illinois
– -$1.09M -2,500 Closed
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