Ulta Beauty
ULTA
999 hedge funds and large institutions have $18.1B invested in Ulta Beauty in 2024 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 305 increasing their positions, 397 reducing their positions, and 134 closing their positions.
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
29% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 134
11% more capital invested
Capital invested by funds: $16.3B → $18.1B (+$1.8B)
3% more funds holding
Funds holding: 972 → 999 (+27)
1.17% more ownership
Funds ownership: 88.71% → 89.89% (+1.2%)
8% more call options, than puts
Call options by funds: $1.68B | Put options by funds: $1.56B
23% less repeat investments, than reductions
Existing positions increased: 305 | Existing positions reduced: 397
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$384M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$176M |
| 3 |
PC
PointState Capital
New York
|
+$143M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$92.6M |
| 5 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
+$79.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$332M |
| 2 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$181M |
| 3 |
Goldman Sachs
New York
|
-$149M |
| 4 |
JP Morgan Chase
New York
|
-$122M |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$95.4M |
ULTA Hedge Fund Activity: Q4 2024 in Review
999 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Ulta Beauty (ULTA) for Q4 2024, worth a combined $18.1B — up 11% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new ULTA positions and 134 closed out — a net gain of 39 holders — while 305 added to existing stakes and 397 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $384M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $332M.
- 999 institutional investors held Ulta Beauty (ULTA) as of Q4 2024, up from 972 in Q3 2024.
- Funds reported $18.1B of Ulta Beauty stock for Q4 2024, up 11% quarter-over-quarter.
- 173 funds opened new Ulta Beauty positions in Q4 2024 and 134 closed out, a net change of +39 holders.
- The largest Ulta Beauty buyer in Q4 2024 was Capital World Investors, an estimated $384M added.
- The largest Ulta Beauty seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $332M sold.
Based on aggregated 13F filings for Q4 2024.