We are live on ! Find out more
ULTA icon

Ulta Beauty

569 hedge funds and large institutions have $13.8B invested in Ulta Beauty in 2016 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 202 increasing their positions, 214 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

87.33% more ownership

Funds ownership: 0%87.33% (+87%)

65% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 52

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

8% more capital invested

Capital invested by funds: $12.8B → $13.8B (+$1.03B)

4% more funds holding

Funds holding: 548569 (+21)

3% more call options, than puts

Call options by funds: $292M | Put options by funds: $285M

6% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 214

Holders
569
Holders Change
+21
Holders Change %
+3.83%
% of All Funds
14.23%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
86
Increased
202
Reduced
214
Closed
52
Calls
$292M
Puts
$285M
Net Calls
+$7.55M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
201
Jacobs Levy Equity Management
New Jersey
$4.72M -$1.07M -4,287 -19%
Credit Agricole
202
Credit Agricole
France
$4.71M +$510K +2,041 +12%
LCM
203
Landscape Capital Management
New Jersey
$4.66M +$258K +1,032 +6%
GIBU
204
Gulf International Bank (UK)
United Kingdom
$4.6M +$7.49K +30 +0.2%
TPSF
205
Texas Permanent School Fund
Texas
$4.48M -$123K -492 -3%
MC
206
Menta Capital
California
$4.43M +$180K +720 +4%
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$4.4M -$584K -2,338 -12%
CC
208
Cipher Capital
New York
$4.37M +$2.54M +10,163 +146%
NI
209
Numeric Investors
Massachusetts
$4.36M +$2.72M +10,900 +176%
BIM
210
Bridgecreek Investment Management
Oklahoma
$4.36M +$888K +3,555 +26%
TAM
211
Tocqueville Asset Management
New York
$4.32M +$1.83M +7,311 +76%
Canada Pension Plan Investment Board
212
Canada Pension Plan Investment Board
Ontario, Canada
$4.31M +$3.4M +13,600 +410%
MHP
213
Manatuck Hill Partners
Connecticut
$4.28M +$4.2M +16,800 New
Nomura Asset Management
214
Nomura Asset Management
Japan
$4.26M +$1.29M +5,171 +45%
EGM
215
Engineers Gate Manager
New York
$4.19M +$1.55M +6,214 +61%
HCM
216
Holland Capital Management
Illinois
$4.14M
SG Americas Securities
217
SG Americas Securities
New York
$4.09M +$2.54M +10,169 +173%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$4.07M -$358K -1,434 -8%
TCM
219
Twin Capital Management
Pennsylvania
$4.05M +$175K +700 +5%
IG
220
ING Group
Netherlands
$4.02M +$2.25M +9,008 +137%
FAM
221
Fred Alger Management
New York
$3.99M +$1.41M +5,640 +56%
PIA
222
Piedmont Investment Advisors
North Carolina
$3.88M +$161K +644 +4%
MME
223
Meag Munich Ergo
Germany
$3.87M -$2.25M -9,014 -38%
AG
224
Aperio Group
California
$3.78M +$390K +1,562 +12%
Stifel Financial
225
Stifel Financial
Missouri
$3.71M +$733K +2,933 +25%