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Ulta Beauty
ULTA

Overview Fund Activity

957 hedge funds and large institutions have $16B invested in Ulta Beauty in 2024 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 373 reducing their positions, and 152 closing their positions.

Holders
957
Holders Change
-44
Holders Change %
-4.4%
% of All Funds
13.85%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
118
Increased
331
Reduced
373
Closed
152
Calls
$1.14B
Puts
$1.42B
Net Calls
-$286M
Net Calls Change
-$119M

Top Buyers

1
OTPPB
1
Ontario Teachers' Pension Plan Board
Ontario, Canada
$359M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$318M
3
Holocene Advisors
3
Holocene Advisors
New York
$135M
4
Citadel Advisors
4
Citadel Advisors
Florida
$138M
5
Squarepoint
5
Squarepoint
New York
$78.2M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$9.42M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Bessemer Group
4
Bessemer Group
New Jersey
$632K
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$39.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1051
Brown Financial Advisors
Ohio
– – -695 Closed
CFG
1052
Cooper Financial Group
California
– – -690 Closed
BTWM
1053
Baker Tilly Wealth Management
Wisconsin
– – -681 Closed
IA
1054
IFG Advisory
Georgia
– – -673 Closed
SW
1055
Simplicity Wealth
New Jersey
– – -660 Closed
BFG
1056
Bleakley Financial Group
New Jersey
– – -660 Closed
AA
1057
ALPS Advisors
Colorado
– – -632 Closed
CNBT
1058
Canandaigua National Bank & Trust
New York
– – -615 Closed
IWC
1059
Integrated Wealth Concepts
Massachusetts
– – -601 Closed
CAM
1060
Concorde Asset Management
Michigan
– – -594 Closed
VAS
1061
Vestmark Advisory Solutions
Massachusetts
– – -584 Closed
MAM
1062
Martingale Asset Management
Massachusetts
– – -567 Closed
SYBT
1063
Stock Yards Bank & Trust
Kentucky
– – -562 Closed
AC
1064
Avestar Capital
New York
– – -558 Closed
MAS
1065
Meeder Advisory Services
Ohio
– – -554 Closed
GCM
1066
Gallacher Capital Management
Colorado
– – -551 Closed
PI
1067
PFG Investments
New York
– – -549 Closed
KCM
1068
Kathmere Capital Management
Pennsylvania
– – -549 Closed
RA
1069
RFG Advisory
Alabama
– – -537 Closed
CWP
1070
CFM Wealth Partners
Texas
– – -533 Closed
SCA
1071
Sage Capital Advisors
South Dakota
– – -525 Closed
ATPW
1072
Ashton Thomas Private Wealth
Arizona
– – -410 Closed
PP
1073
Paloma Partners
Connecticut
– – -205 Closed
EC
1074
EntryPoint Capital
New York
– – -124 Closed
SA
1075
Scarborough Advisors
Maryland
– – -106 Closed
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