Tobam Has Upped Stake in Advance Auto Parts (AAP) by $6.36 Million as Stock Rose; Strategic Financial Services Raised Ulta Salon Cosmetics & Fragra (ULTA) Holding by $682,380; Share Value Declined

April 17, 2018 - By Michael Leger

Ulta Beauty, Inc. (NASDAQ:ULTA) Logo

Strategic Financial Services Inc increased its stake in Ulta Salon Cosmetics & Fragra (ULTA) by 38.22% based on its latest 2017Q4 regulatory filing with the SEC. Strategic Financial Services Inc bought 3,060 shares as the company’s stock declined 9.44% with the market. The institutional investor held 11,067 shares of the 2007 company at the end of 2017Q4, valued at $2.48M, up from 8,007 at the end of the previous reported quarter. Strategic Financial Services Inc who had been investing in Ulta Salon Cosmetics & Fragra for a number of months, seems to be bullish on the $13.82B market cap company. The stock increased 3.19% or $7.05 during the last trading session, reaching $227.93. About 1.35M shares traded or 2.37% up from the average. Ulta Beauty, Inc. (NASDAQ:ULTA) has declined 26.85% since April 17, 2017 and is downtrending. It has underperformed by 38.40% the S&P500.

Tobam increased its stake in Advance Auto Parts Inc (AAP) by 93.05% based on its latest 2017Q4 regulatory filing with the SEC. Tobam bought 64,241 shares as the company’s stock rose 14.38% while stock markets declined. The institutional investor held 133,279 shares of the other specialty stores company at the end of 2017Q4, valued at $13.29 million, up from 69,038 at the end of the previous reported quarter. Tobam who had been investing in Advance Auto Parts Inc for a number of months, seems to be bullish on the $7.88B market cap company. The stock decreased 0.15% or $0.16 during the last trading session, reaching $106.45. About 971,500 shares traded. Advance Auto Parts, Inc. (NYSE:AAP) has declined 22.19% since April 17, 2017 and is downtrending. It has underperformed by 33.74% the S&P500.

Since February 23, 2018, it had 1 insider purchase, and 2 sales for $757,901 activity. Another trade for 1,745 shares valued at $202,560 was made by Brouillard John C. on Friday, February 23. $1.00 million worth of Advance Auto Parts, Inc. (NYSE:AAP) was bought by Greco Thomas.

Among 28 analysts covering Advance Auto Parts Inc. (NYSE:AAP), 12 have Buy rating, 3 Sell and 13 Hold. Therefore 43% are positive. Advance Auto Parts Inc. had 97 analyst reports since August 5, 2015 according to SRatingsIntel. The stock of Advance Auto Parts, Inc. (NYSE:AAP) earned “Buy” rating by Jefferies on Friday, July 7. On Tuesday, December 15 the stock rating was downgraded by BB&T Capital to “Hold”. The stock has “Outperform” rating by Credit Suisse on Friday, February 23. The rating was maintained by Wedbush on Wednesday, March 15 with “Outperform”. The stock of Advance Auto Parts, Inc. (NYSE:AAP) earned “Buy” rating by UBS on Wednesday, August 5. The rating was maintained by Wedbush on Thursday, July 6 with “Outperform”. The stock of Advance Auto Parts, Inc. (NYSE:AAP) has “Strong Buy” rating given on Tuesday, November 15 by Raymond James. The firm earned “Sell” rating on Monday, May 29 by Barclays Capital. Stephens maintained Advance Auto Parts, Inc. (NYSE:AAP) on Thursday, February 22 with “Equal-Weight” rating. The firm has “Buy” rating by UBS given on Friday, February 5.

Investors sentiment increased to 1.13 in Q4 2017. Its up 0.13, from 1 in 2017Q3. It is positive, as 56 investors sold AAP shares while 110 reduced holdings. 55 funds opened positions while 133 raised stakes. 73.12 million shares or 2.40% less from 74.92 million shares in 2017Q3 were reported. Hsbc Hldgs Public Limited Company owns 98,147 shares. Cipher Capital Lp owns 5,452 shares. Loews Corp holds 110,000 shares or 0.07% of its portfolio. Highbridge Mgmt has 0.27% invested in Advance Auto Parts, Inc. (NYSE:AAP) for 151,329 shares. Envestnet Asset Mgmt has invested 0.01% in Advance Auto Parts, Inc. (NYSE:AAP). Twin Capital Mgmt invested in 3,173 shares. Fjarde Ap holds 0.03% or 21,435 shares. Cornerstone Advsr reported 1,027 shares. Suntrust Banks holds 0% or 3,049 shares in its portfolio. California Employees Retirement reported 196,402 shares. M&T Savings Bank has 3,687 shares. Westwood Group Incorporated holds 25,675 shares. Gulf Int National Bank (Uk) invested in 0.03% or 22,911 shares. Andra Ap holds 0.06% or 26,700 shares in its portfolio. Moreover, Mackenzie Financial has 0.1% invested in Advance Auto Parts, Inc. (NYSE:AAP) for 415,211 shares.

Tobam, which manages about $5.57 billion and $2.31B US Long portfolio, decreased its stake in Newmont Mining Corp (NYSE:NEM) by 79,339 shares to 650,906 shares, valued at $24.42M in 2017Q4, according to the filing. It also reduced its holding in Netease Inc (NASDAQ:NTES) by 20,366 shares in the quarter, leaving it with 84,507 shares, and cut its stake in Shaw Communications Inc (NYSE:SJR).

Investors sentiment increased to 0.95 in 2017 Q4. Its up 0.10, from 0.85 in 2017Q3. It increased, as 88 investors sold ULTA shares while 156 reduced holdings. 87 funds opened positions while 144 raised stakes. 53.45 million shares or 1.83% more from 52.49 million shares in 2017Q3 were reported. Tributary Cap Mgmt Lc invested in 0.12% or 6,390 shares. Benjamin F Edwards &, a Missouri-based fund reported 11 shares. Franklin Res stated it has 0% in Ulta Beauty, Inc. (NASDAQ:ULTA). British Columbia Management holds 0.06% or 35,185 shares. Acg Wealth holds 966 shares. 6,518 were reported by Pub Sector Pension Inv Board. Suntrust Banks Incorporated invested in 8,378 shares or 0.01% of the stock. Boothbay Fund Mngmt Lc holds 0.03% of its portfolio in Ulta Beauty, Inc. (NASDAQ:ULTA) for 1,000 shares. Pub Employees Retirement Systems Of Ohio invested in 38,159 shares. Mason Street Advisors Ltd Limited Liability Company owns 8,129 shares for 0.04% of their portfolio. Bnp Paribas Arbitrage Sa owns 0.01% invested in Ulta Beauty, Inc. (NASDAQ:ULTA) for 25,624 shares. Pnc Finance Serv Grp Inc Inc invested in 16,507 shares or 0% of the stock. Green Square Capital Ltd reported 0.05% stake. First National Bank & Trust Of Omaha stated it has 43,987 shares or 0.42% of all its holdings. National Bank & Trust Of Nova Scotia accumulated 9,123 shares or 0.01% of the stock.

Strategic Financial Services Inc, which manages about $632.36 million US Long portfolio, decreased its stake in Deere & Co. (NYSE:DE) by 5,195 shares to 28,024 shares, valued at $4.39M in 2017Q4, according to the filing. It also reduced its holding in General Electric Co. (NYSE:GE) by 166,611 shares in the quarter, leaving it with 77,044 shares, and cut its stake in Cognizant Technology Solutions (NASDAQ:CTSH).

Among 29 analysts covering Ulta Salon Cosmetics & Fragrance Inc (NASDAQ:ULTA), 20 have Buy rating, 0 Sell and 9 Hold. Therefore 69% are positive. Ulta Salon Cosmetics & Fragrance Inc had 127 analyst reports since July 21, 2015 according to SRatingsIntel. RBC Capital Markets maintained Ulta Beauty, Inc. (NASDAQ:ULTA) on Friday, August 25 with “Hold” rating. The rating was maintained by RBC Capital Markets on Monday, October 30 with “Hold”. RBC Capital Markets maintained the shares of ULTA in report on Friday, December 4 with “Sector Perform” rating. The stock has “Neutral” rating by PiperJaffray on Wednesday, October 18. The rating was upgraded by Wells Fargo on Wednesday, January 3 to “Outperform”. The company was maintained on Friday, January 26 by J.P. Morgan. Oppenheimer downgraded the shares of ULTA in report on Monday, July 31 to “Perform” rating. The stock has “Buy” rating by Cowen & Co on Friday, August 25. The stock has “Market Perform” rating by Wells Fargo on Thursday, October 22. Oppenheimer maintained the stock with “Buy” rating in Tuesday, June 20 report.

Since April 5, 2018, it had 0 insider purchases, and 2 selling transactions for $8.14 million activity. On Monday, April 9 Eck Dennis K sold $4.77M worth of Ulta Beauty, Inc. (NASDAQ:ULTA) or 22,000 shares.

Ulta Beauty, Inc. (NASDAQ:ULTA) Institutional Positions Chart

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