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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 %
NFSG
976
Newbridge Financial Services Group
Florida
$7.35K 15 – –
BLC
977
Brown, Lisle/Cummings
Rhode Island
$7.35K 15 +15 New
PC
978
Pier Capital
Connecticut
$7.35K 15 +15 New
SAM
979
Smartleaf Asset Management
Massachusetts
$7.3K 15 +15 New
SCA
980
Stuart Chaussee & Associates
California
$6.86K 14 – –
PB
981
Pinnacle Bancorp
Nebraska
$6.86K 14 +14 New
BSB
982
Bangor Savings Bank
Maine
$6.37K 13 – –
SWA
983
SOA Wealth Advisors
New York
$6.37K 13 – –
AEPWM
984
Atlantic Edge Private Wealth Management
Florida
$6.37K 13 +13 New
PWMG
985
Private Wealth Management Group
New Jersey
$6.37K 13 +13 New
FMP
986
Financial Management Professionals
Texas
$6K 12 – –
AWM
987
Abound Wealth Management
Tennessee
$5.39K 11 +2 +22%
FFO
988
Fortitude Family Office
Arizona
$5.39K 11 +11 New
FFA
989
Frazier Financial Advisors
Ohio
$5.39K 11 +11 New
VAMG
990
Voisard Asset Management Group
Michigan
$5.39K 11 +11 New
AP
991
Aspect Partners
Virginia
$5.39K 11 +11 New
SIS
992
Sound Income Strategies
Florida
$4.9K 10 +10 New
RS
993
Rakuten Securities
Japan
$4.41K 9 +9 New
TC
994
Trium Capital
United Kingdom
$4.07K 8,303 +2,508 +43%
OAJ
995
Ogorek Anthony Joseph
New York
$4K 10 – –
VWA
996
Valued Wealth Advisors
Utah
$4K 10 +10 New
SIC
997
SJS Investment Consulting
Ohio
$3.92K 8 +1 +14%
AWM
998
Avior Wealth Management
Nebraska
$3.92K 8 – –
RG
999
Retirement Group
California
$3.43K 7 – –
BWL
1000
Bogart Wealth LLC
Virginia
$3.43K 7 – –
38 39
40
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