Question 1

Which hedge funds and institutional investors hold ULTA?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for ULTA shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for ULTA whale holdings?

Accepted Answer

Conviction level reflects how significant ULTA is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to ULTA, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for ULTA?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about ULTA?

Accepted Answer

QoQ changes for ULTA show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	2.0M	$1.0B	0.0%	$2896.4B
Citadel	418.5K	$218.8M	0.0%	$618.5B
American Century	185.8K	$97.1M	0.1%	$194.3B
Adage Capital	176.8K	$92.4M	0.1%	$64.8B
DE Shaw	145.9K	$76.3M	0.0%	$166.3B
Geode Capital	141.5K	$74.0M	0.0%	$1607.5B
Citadel	140.1K	$73.2M	0.0%	$618.5B
Smead	124.9K	$65.3M	1.4%	$4.6B
Gotham Asset	106.7K	$55.8M	0.2%	$32.7B
Citadel	99.0K	$51.7M	0.0%	$618.5B
PRIMECAP	61.3K	$32.0M	0.0%	$127.0B
Marshall Wace	54.0K	$28.2M	0.0%	$100.4B
Tudor	53.3K	$27.8M	0.1%	$53.9B
Discovery Capital	46.6K	$24.4M	1.3%	$1.9B
Point72	41.3K	$21.6M	0.0%	$78.1B
Millennium	36.7K	$19.2M	0.0%	$240.3B
Point72	33.8K	$17.7M	0.0%	$78.1B
DFA	33.2K	$17.4M	0.0%	$481.4B
Balyasny	25.3K	$13.2M	0.0%	$77.1B
Arrowstreet	25.1K	$13.1M	0.0%	$184.8B
Balyasny	18.7K	$9.8M	0.0%	$77.1B
Schonfeld	17.7K	$9.2M	0.1%	$14.2B
Tudor	15.3K	$8.0M	0.0%	$53.9B
Millennium	14.2K	$7.4M	0.0%	$240.3B
DE Shaw	11.5K	$6.0M	0.0%	$166.3B
Winton	9.0K	$4.7M	0.2%	$2.9B
Millennium	8.8K	$4.6M	0.0%	$240.3B
Franklin Templeton	5.9K	$3.1M	0.0%	$408.3B
Tudor	5.6K	$2.9M	0.0%	$53.9B
Two Sigma	4.5K	$2.4M	0.0%	$123.9B
Neuberger Berman (Eisman)	4.5K	$2.3M	0.0%	$131.4B
Northern Trust	3.5K	$1.8M	0.0%	$756.6B
Bridgewater	3.5K	$1.8M	0.0%	$22.4B
BlackRock	3.0K	$1.5M	—	$5723.5B
Two Sigma	2.9K	$1.5M	0.0%	$123.9B
ClearBridge	2.7K	$1.4M	0.0%	$114.9B
GMO	2.6K	$1.4M	0.0%	$39.1B
Epoch	2.4K	$1.3M	0.0%	$16.5B
Brevan Howard	1.7K	$904K	0.0%	$11.3B
Wellington	1.1K	$579K	0.0%	$535.5B
Man Group	1.1K	$574K	0.0%	$55.1B
Caxton	1.0K	$536K	0.0%	$4.4B
Two Sigma	1.0K	$523K	0.0%	$123.9B
Marshall Wace	485	$254K	0.0%	$100.4B
Schonfeld	100	$52K	0.0%	$14.2B
AQR Capital	44	$23K	—	$218.4B
LSV	400	$209	0.0%	$46.4M
Kayne Anderson	0	$125	—	$34.0B
Acadian	207	$108	0.0%	$70.5M

ULTA

Who Holds ULTA

Changes This Quarter