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Ulta Beauty
ULTA
ULTA
1,046 hedge funds and large institutions have $22.4B invested in Ulta Beauty in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 351 increasing their positions, 384 reducing their positions, and 107 closing their positions.
New
Increased
Maintained
Reduced
Closed
88% more funds holding in top 10
Funds holding in top 10: 8 → 15 (+7)
73% more first-time investments, than exits
New positions opened: 185 | Existing positions closed: 107
26% more capital invested
Capital invested by funds: $17.7B → $22.4B (+$4.66B)
6% more funds holding
Funds holding: 985 → 1,046 (+61)
4% more ownership
Funds ownership: 90.2% → 94.2% (+4%)
6% less call options, than puts
Call options by funds: $1.47B | Put options by funds: $1.56B
9% less repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 384
Holders
1,046
Holders Change
+61
Holders Change %
+6.19%
% of All Funds
15.25%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
185
Increased
351
Reduced
384
Closed
107
Calls
$1.47B
Puts
$1.56B
Net Calls
-$92.9M
Net Calls Change
+$65.6M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$539M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$214M |
| 3 |
Lazard Asset Management
New York
|
+$161M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$110M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$95.5M |
Top Sellers
| 1 |
Jennison Associates
New York
|
-$452M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$151M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$94.6M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$83.1M |
| 5 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$74.8M |
