Is the Beauty Aisle Becoming Retail's Next Big Battleground for Walmart (WMT) and Ulta (ULTA)?
Retailers are watching a line that used to be tidy between drugstore beauty, prestige cosmetics, and wellness start to blur.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Alyeska Investment Group Anand Parekh | 538,961 | $243,060,632 | +15% | 0.63% |
| 2. | 402,900 | $181,699,842 | -4% | 0.02% | |
| 3. | AQR Capital Management Cliff Asness | 362,413 | $163,390,288 | -29% | 0.06% |
| 4. | 238,800 | $107,694,024 | +71% | 0.01% | |
| 5. | 203,800 | $91,909,724 | +150% | 0.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $346.89 | 1,440 | $499,528.08 | 16,992 | 2025-03-20 | Filing | |
| $193.00 | 250 | $48,250.00 | 1,239 | 2020-06-26 | Filing | |
| $249.78 | 27,177 | $6,788,341.72 | 2,026,679 | 2019-09-30 | Filing | |
| $249.03 | 15,483 | $3,855,757.81 | 1,999,502 | 2019-09-30 | Filing | |
| $247.62 | 18,193 | $4,505,014.34 | 1,984,019 | 2019-09-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $545.88 | 2,000 | $1,091,765.60 | 40,489 | 2026-09-17 | Filing | |
| $537.31 | 600 | $322,387.56 | 7,168 | 2026-09-11 | Filing | |
| $475.84 | 383 | $182,246.72 | 2,404 | 2026-06-15 | Filing | |
| $539.29 | 452 | $243,759.08 | 2,383 | 2026-04-07 | Filing | |
| $528.43 | 500 | $264,215.00 | 2,263 | 2025-09-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,140 | $622,634 | 0.05% | |
| 2. | 46 | $25,123 | 0.01% | |
| 3. | 14 | $7,646 | 0% | |
| 4. | 13,059 | $7,132 | 0.19% | |
| 5. | 6 | $3,277 | 0% |