ULTA icon

Ulta Beauty
ULTA

Overview Fund Activity

1,030 hedge funds and large institutions have $25.2B invested in Ulta Beauty in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 340 increasing their positions, 416 reducing their positions, and 51 closing their positions.

Holders
1,030
Holders Change
+67
Holders Change %
+6.96%
% of All Funds
16.49%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.38%
New
137
Increased
340
Reduced
416
Closed
51
Calls
$915M
Puts
$1.56B
Net Calls
-$643M
Net Calls Change
+$90.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$902M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$654M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$102M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$116M
5
Millennium Management
5
Millennium Management
New York
$78.4M

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$112M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$462M
3
BlackRock
3
BlackRock
New York
$2.11B
4
ATO
4
Alecta Tjanstepension Omsesidigt
Sweden
$384M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$144M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
976
Atwood & Palmer
Missouri
$13.6K 25 -15 -38%
RAM
977
Riggs Asset Management
Pennsylvania
$13.6K 25 – –
LOIP
978
Live Oak Investment Partners
Texas
– – – –
FFA
979
Fairfield Financial Advisors
Massachusetts
$12.9K 24 – –
MIM
980
Macroview Investment Management
Maryland
$12K 22 – –
BEI
981
Benjamin Edwards Inc
Missouri
$12K 22 – –
RFG
982
RFP Financial Group
Georgia
$11.5K 21 -46 -69%
EBA
983
Eagle Bay Advisors
New York
$11.5K 21 -7 -25%
HCP
984
Hexagon Capital Partners
Arkansas
$11.5K 21 -3 -13%
CBT
985
Central Bank & Trust
Kentucky
$11.5K 21 +21 New
TCWA
986
Ten Capital Wealth Advisors
Washington
$10.9K 20 – –
BA
987
Bellwether Advisors
Nebraska
$10.9K 20 – –
WWP
988
WR Wealth Planners
Missouri
$10.9K 20 +20 New
BWS
989
Buck Wealth Strategies
Colorado
$10.9K 20 +20 New
DI
990
Disciplined Investments
Oklahoma
$9.82K 18 – –
CWA
991
Core Wealth Advisors
Florida
$8.73K 16 – –
PFG
992
Piershale Financial Group
Illinois
$8.19K 15 – –
FMP
993
Financial Management Professionals
Texas
$8K 15 +3 +25%
SCA
994
Stuart Chaussee & Associates
California
$7.64K 14 – –
SWA
995
SOA Wealth Advisors
New York
$7.09K 13 – –
RG
996
Retirement Group
California
$7K 12 – –
SIC
997
SJS Investment Consulting
Ohio
$6K 11 +1 +10%
IUHSA
998
Itau Unibanco Holding S.A.
Brazil
$6K 11 +11 New
SWA
999
Sutton Wealth Advisors
Florida
$5.46K 10 -112 -92%
VF
1000
VitalStone Financial
Texas
$5K 12 – –
38 39
40
41 42