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Ulta Beauty
ULTA

Overview Fund Activity

1,019 hedge funds and large institutions have $21.9B invested in Ulta Beauty in 2023 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 361 increasing their positions, 396 reducing their positions, and 135 closing their positions.

Holders
1,019
Holders Change
-11
Holders Change %
-1.07%
% of All Funds
16.07%
Holding in Top 10
12
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
132
Increased
361
Reduced
396
Closed
135
Calls
$1.11B
Puts
$1.5B
Net Calls
-$389M
Net Calls Change
+$254M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$661M
2
Citadel Advisors
2
Citadel Advisors
Florida
$236M
3
Coatue Management
3
Coatue Management
New York
$216M
4
Holocene Advisors
4
Holocene Advisors
New York
$208M
5
BlackRock
5
BlackRock
New York
$1.99B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$40M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$291M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$622M
5
AM
5
AGF Management
Ontario, Canada
$3.25M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
976
SOA Wealth Advisors
New York
$6.12K 13 – –
FMP
977
Financial Management Professionals
Texas
$6K 12 -3 -20%
RG
978
Retirement Group
California
$5.65K 12 – –
SIS
979
Sound Income Strategies
Florida
$5.65K 12 +12 New
VCM
980
Versant Capital Management
Arizona
$5.18K 11 +7 +175%
AWM
981
Abound Wealth Management
Tennessee
$5.18K 11 +7 +175%
SIC
982
SJS Investment Consulting
Ohio
$4.71K 10 -1 -9%
SWA
983
Sutton Wealth Advisors
Florida
$4.71K 10 – –
CA
984
Crewe Advisors
Utah
$4.24K 9 -21 -70%
CSWM
985
Cassady Schiller Wealth Management
Ohio
$4.24K 9 +9 New
OAJ
986
Ogorek Anthony Joseph
New York
$4K 10 – –
ADL
987
Asset Dedication LLC
California
$4K 9 – –
FRA
988
Front Row Advisors
California
$4K 8 +8 New
RCG
989
Rock Creek Group
District of Columbia
$3.77K 8 +8 New
AWM
990
Avior Wealth Management
Nebraska
$3.76K 8 – –
CWP
991
Concord Wealth Partners
Virginia
$3.29K 7 – –
BWL
992
Bogart Wealth LLC
Virginia
$3.29K 7 – –
AP
993
Arlington Partners
Alabama
$2.82K 6 -37 -86%
ME
994
McIlrath & Eck
Washington
$2.82K 6 -22 -79%
SCA
995
Stonebridge Capital Advisors
Minnesota
$2.82K 6 – –
CTB
996
Country Trust Bank
Illinois
$2.82K 6 – –
FCAG
997
First Capital Advisors Group
New Jersey
$2.82K 6 +6 New
FGAM
998
Financial Gravity Asset Management
Texas
$2.82K 471 -75 -14%
IPW
999
Impact Partnership Wealth
Georgia
$2.35K 5 +5 New
LF
1000
Lee Financial
Texas
$2.35K 5 – –
38 39
40
41 42