Ulta Beauty
ULTA
998 hedge funds and large institutions have $18.1B invested in Ulta Beauty in 2024 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 304 increasing their positions, 398 reducing their positions, and 134 closing their positions.
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
29% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 134
11% more capital invested
Capital invested by funds: $16.3B → $18.1B (+$1.81B)
3% more funds holding
Funds holding: 971 → 998 (+27)
8% more call options, than puts
Call options by funds: $1.68B | Put options by funds: $1.56B
1.45% less ownership
Funds ownership: 91.34% → 89.89% (-1.4%)
24% less repeat investments, than reductions
Existing positions increased: 304 | Existing positions reduced: 398
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$384M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$176M |
| 3 |
PC
PointState Capital
New York
|
+$143M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$92.6M |
| 5 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
+$79.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$479M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$332M |
| 3 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$181M |
| 4 |
Goldman Sachs
New York
|
-$149M |
| 5 |
JP Morgan Chase
New York
|
-$122M |
ULTA Hedge Fund Activity: Q4 2024 in Review
998 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ulta Beauty (ULTA) for Q4 2024, worth a combined $18.1B — up 11% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new ULTA positions and 134 closed out — a net gain of 39 holders — while 304 added to existing stakes and 398 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $384M. The largest seller was International Assets Investment Management, cutting an estimated $479M.
- 998 institutional investors held Ulta Beauty (ULTA) as of Q4 2024, up from 971 in Q3 2024.
- Funds reported $18.1B of Ulta Beauty stock for Q4 2024, up 11% quarter-over-quarter.
- 173 funds opened new Ulta Beauty positions in Q4 2024 and 134 closed out, a net change of +39 holders.
- The largest Ulta Beauty buyer in Q4 2024 was Capital World Investors, an estimated $384M added.
- The largest Ulta Beauty seller in Q4 2024 was International Assets Investment Management, an estimated $479M sold.
Based on aggregated 13F filings for Q4 2024.