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Ulta Beauty
ULTA

Overview Fund Activity

984 hedge funds and large institutions have $18B invested in Ulta Beauty in 2024 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 301 increasing their positions, 394 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
984
Holders Change
+26
Holders Change %
+2.71%
% of All Funds
13.1%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
170
Increased
301
Reduced
394
Closed
132
Calls
$1.68B
Puts
$1.56B
Net Calls
+$128M
Net Calls Change
+$414M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$431M
2
Marshall Wace
Marshall Wace
United Kingdom
$200M
3
PC
PointState Capital
New York
$160M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$106M
5
SCM
Smead Capital Management
Arizona
$89.1M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.42M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$246M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$199M
4
Goldman Sachs
Goldman Sachs
New York
$105M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATS
1101
Ashton Thomas Securities
New York
– -$11.3K -29 Closed
APC
1102
Aspire Private Capital
North Carolina
– -$9.73K -25 Closed
FFC
1103
First Financial Corp
Indiana
– -$8.95K -23 Closed
HIIFS
1104
Harel Insurance Investments & Financial Services
Israel
– -$8K -20 Closed
FAM
1105
Flaharty Asset Management
Florida
– -$5.84K -15 Closed
GJWM
1106
Gilliland Jeter Wealth Management
Arkansas
– -$5.06K -13 Closed
CUAMC
1107
China Universal Asset Management Company
China
– -$3.5K -9 Closed
CPA
1108
Capital Performance Advisors
California
– -$3.11K -8 Closed
RWA
1109
Redmont Wealth Advisors
Illinois
– -$3.11K -8 Closed
FFO
1110
Fortitude Family Office
Arizona
– -$2.72K -7 Closed
GC
1111
Globeflex Capital
California
– -$2.34K -6 Closed
VAMG
1112
Voisard Asset Management Group
Michigan
– -$1.95K -5 Closed
CCM
1113
Chilton Capital Management
Texas
– -$1.95K -5 Closed
GSEP
1114
Golden State Equity Partners
California
– -$778 -2 Closed
IHWM
1115
Iron Horse Wealth Management
Iowa
– -$778 -2 Closed
CSC
1116
Caldwell Sutter Capital
California
– -$778 -2 Closed
OLVIG
1117
Oliver Lagore Vanvalin Investment Group
Michigan
– -$389 -1 Closed
DWM
1118
Dogwood Wealth Management
Kansas
– -$2 – –
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