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Ulta Beauty
ULTA

Overview Fund Activity

937 hedge funds and large institutions have $15.3B invested in Ulta Beauty in 2025 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 342 increasing their positions, 362 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
-47
Holders Change %
-4.78%
% of All Funds
12.73%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
97
Increased
342
Reduced
362
Closed
124
Calls
$1.38B
Puts
$807M
Net Calls
+$576M
Net Calls Change
+$448M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
$436M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$449M
3
Franklin Resources
Franklin Resources
California
$203M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$335M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$341M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$320K
3
PC
PointState Capital
New York
$0
4
State Street
State Street
Massachusetts
$732M
5
Millennium Management
Millennium Management
New York
$5.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
176
Boothe Investment Group
Delaware
$7.57M +$7.57M +20,652 New
SMFG
177
Sumitomo Mitsui Financial Group
Japan
$7.54M +$2.17M +5,931 +41%
EF
178
Empowered Funds
Pennsylvania
$7.42M +$5.34M +14,563 +256%
Creative Planning
179
Creative Planning
Kansas
$7.35M +$1.42M +3,876 +24%
Asset Management One
180
Asset Management One
Japan
$7.35M +$659K +1,797 +10%
BP
181
Baypointe Partners
Connecticut
$7.33M +$7.33M +20,000 New
HI
182
Hendershot Investments
Virginia
$7.19M -$142K -387 -2%
SIA
183
Sit Investment Associates
Minnesota
$7.17M -$291K -795 -4%
ATN
184
AMF Tjänstepension
Sweden
$7.1M – – –
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$7.01M -$1.73M -4,733 -20%
SSWM
186
Sheets Smith Wealth Management
North Carolina
$7M -$73.3K -200 -1%
VanEck Associates
187
VanEck Associates
New York
$6.87M +$78.1K +213 +1%
JCM
188
Janney Capital Management
Pennsylvania
$6.85M -$81.7K -223 -1%
BPA
189
Beacon Pointe Advisors
California
$6.76M +$848K +2,313 +14%
SI
190
Stephens Inc
Arkansas
$6.7M +$112K +305 +2%
FC
191
Fulcrum Capital
Washington
$6.68M +$24.6K +67 +0.4%
Lazard Asset Management
192
Lazard Asset Management
New York
$6.67M +$5.36M +14,634 +412%
MSV
193
MN Services Vermogensbeheer
Netherlands
$6.49M -$660K -1,800 -9%
WAM
194
Winslow Asset Management
Ohio
$6.48M +$109K +298 +2%
NAM
195
Nissay Asset Management
Japan
$6.38M -$9.16K -25 -0.1%
MIF
196
Mediolanum International Funds
Ireland
$6.33M -$2.3M -6,400 -27%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$6.27M -$527K -1,438 -8%
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$6.17M -$1.64M -4,467 -21%
Mackenzie Financial
199
Mackenzie Financial
Ontario, Canada
$6.15M +$1.03M +2,818 +20%
KK
200
KLP Kapitalforvaltning
Norway
$6.13M – – –
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8
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