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Ulta Beauty

927 hedge funds and large institutions have $18.6B invested in Ulta Beauty in 2022 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 352 increasing their positions, 341 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 75

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

5% more capital invested

Capital invested by funds: $17.7B → $18.6B (+$920M)

2.49% more ownership

Funds ownership: 88.86%91.35% (+2.5%)

2% more funds holding

Funds holding: 907927 (+20)

3% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 341

34% less call options, than puts

Call options by funds: $780M | Put options by funds: $1.17B

Holders
927
Holders Change
+20
Holders Change %
+2.21%
% of All Funds
15.97%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
103
Increased
352
Reduced
341
Closed
75
Calls
$780M
Puts
$1.17B
Net Calls
-$393M
Net Calls Change
-$165M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.33B +$18.6M +46,100 +0.8%
BlackRock
2
BlackRock
New York
$1.7B +$26.2M +65,087 +2%
State Street
3
State Street
Massachusetts
$815M -$2.6M -6,458 -0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$530M +$229M +568,596 +76%
ATO
5
Alecta Tjanstepension Omsesidigt
Sweden
$457M -$16.1M -40,000 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$427M +$7.63M +18,939 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$366M -$215M -534,674 -37%
Ameriprise
8
Ameriprise
Minnesota
$322M +$70M +173,756 +28%
Goldman Sachs
9
Goldman Sachs
New York
$317M -$60.3M -149,649 -16%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$280M +$28M +69,409 +11%
ACM
11
Atlanta Capital Management
Georgia
$275M -$3.23M -8,012 -1%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$274M +$1.3M +3,218 +0.5%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$272M +$126M +313,579 +86%
Morgan Stanley
14
Morgan Stanley
New York
$268M +$13.6M +33,849 +5%
Invesco
15
Invesco
Georgia
$257M +$5.55M +13,790 +2%
Amundi
16
Amundi
France
$249M +$169M +418,808 +200%
Renaissance Technologies
17
Renaissance Technologies
New York
$237M -$44.7M -110,900 -16%
Northern Trust
18
Northern Trust
Illinois
$218M -$6.03M -14,963 -3%
Bank of America
19
Bank of America
North Carolina
$206M +$11.6M +28,753 +6%
Citadel Advisors
20
Citadel Advisors
Florida
$180M -$849K -2,109 -0.5%
Norges Bank
21
Norges Bank
Norway
$175M -$15.5M -38,529 -8%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$169M +$3.72M +9,232 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$162M -$3.75M -9,311 -2%
EAM
24
Eagle Asset Management
Florida
$160M +$29.6M +73,431 +23%
Legal & General Group
25
Legal & General Group
United Kingdom
$147M -$11.4M -28,374 -7%

ULTA Hedge Fund Activity: Q3 2022 in Review

927 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ulta Beauty (ULTA) for Q3 2022, worth a combined $18.6B — up 5.2% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ULTA positions and 75 closed out — a net gain of 28 holders — while 352 added to existing stakes and 341 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $229M. The largest seller was Wellington Management Group, cutting an estimated $215M.

  • 927 institutional investors held Ulta Beauty (ULTA) as of Q3 2022, up from 907 in Q2 2022.
  • Funds reported $18.6B of Ulta Beauty stock for Q3 2022, up 5.2% quarter-over-quarter.
  • 103 funds opened new Ulta Beauty positions in Q3 2022 and 75 closed out, a net change of +28 holders.
  • The largest Ulta Beauty buyer in Q3 2022 was Fidelity Investments, an estimated $229M added.
  • The largest Ulta Beauty seller in Q3 2022 was Wellington Management Group, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2022.