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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
Boston Partners
2
Boston Partners
Massachusetts
$0
3
Bessemer Group
3
Bessemer Group
New Jersey
$632K
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$39.2M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCB
1076
United Community Bank
South Carolina
– – -100 Closed
PAI
1077
Pittenger & Anderson Inc
Nebraska
– – -100 Closed
IC
1078
Innealta Capital
Texas
– – -82 Closed
RWMG
1079
Redwood Wealth Management Group
New Jersey
– – -65 Closed
SP
1080
SWS Partners
Ohio
– – -60 Closed
RTC
1081
Riverview Trust Company
Washington
– – -57 Closed
GLR
1082
Great Lakes Retirement
Ohio
– – -55 Closed
RFG
1083
RFP Financial Group
Georgia
– – -46 Closed
BBPWM
1084
Blue Bell Private Wealth Management
Pennsylvania
– – -41 Closed
OCM
1085
Orion Capital Management
California
– – -40 Closed
WWP
1086
WR Wealth Planners
Missouri
– – -33 Closed
DCP
1087
DSM Capital Partners
Florida
– – -29 Closed
OWA
1088
Opal Wealth Advisors
New York
– – -21 Closed
GEA
1089
Glen Eagle Advisors
New Jersey
– – -17 Closed
PCWA
1090
Pacific Capital Wealth Advisors
California
– – -16 Closed
TFF
1091
The Family Firm
Maryland
– – -15 Closed
KFS
1092
Kelly Financial Services
Massachusetts
– – -15 Closed
RFA
1093
Register Financial Advisors
Georgia
– – -14 Closed
AEPWM
1094
Atlantic Edge Private Wealth Management
Florida
– – -13 Closed
BF
1095
BOK Financial
Oklahoma
– – -12 Closed
VWA
1096
Valued Wealth Advisors
Utah
– – -11 Closed
VAG
1097
VisionPoint Advisory Group
Texas
– – -10 Closed
EWP
1098
Elevation Wealth Partners
California
– – -9 Closed
AS
1099
Altshuler Shaham
Israel
– – -9 Closed
CA
1100
Continuum Advisory
Idaho
– – -8 Closed
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