Two Creeks Capital Management LP Raised Ulta Beauty (ULTA) Position by $7.06 Million; Hdfc Bank LTD (HDB) Holder Viking Global Investors LP Increased Holding by $15.44 Million

Ulta Beauty, Inc. (NASDAQ:ULTA) Logo

Viking Global Investors Lp increased its stake in Hdfc Bank Ltd (HDB) by 23.45% based on its latest 2018Q3 regulatory filing with the SEC. Viking Global Investors Lp bought 164,252 shares as the company’s stock declined 1.59% with the market. The hedge fund held 864,744 shares of the commercial banks company at the end of 2018Q3, valued at $81.37 million, up from 700,492 at the end of the previous reported quarter. Viking Global Investors Lp who had been investing in Hdfc Bank Ltd for a number of months, seems to be bullish on the $81.75 billion market cap company. The stock decreased 0.64% or $0.65 during the last trading session, reaching $101.34. About 523,124 shares traded. HDFC Bank Limited (NYSE:HDB) has risen 0.29% since February 13, 2018 and is uptrending. It has outperformed by 0.29% the S&P500. Some Historical HDB News: 16/04/2018 – HDFC SAYS AMC UNIT’S FY18 TOTAL REV 18.7B RUPEES VS 15.9B Y/Y; 19/03/2018 – BARINGS, HDFC FINAL BIDDERS FOR CAN FIN HOMES: ECONOMIC TIMES; 18/04/2018 – INDIA’S HDFC STANDARD LIFE INSURANCE COMPANY LTD HDFS.NS – MARCH QTR PAT 3.47 BLN RUPEES VS PROFIT 2.47 BLN RUPEES YR AGO; 25/05/2018 – MAHINDRA HOLIDAYS AND RESORTS INDIA LTD MAHH.NS SAYS HDFC MUTUAL FUND RAISES STAKE IN CO BY 2.01 PCT TO 7.34 PCT; 18/04/2018 – HDFC STANDARD LIFE INSURANCE COMPANY LTD HDFS.NS – MARCH QTR NET PREMIUM INCOME 8.90 BLN RUPEES VS 7.18 BLN RUPEES YR AGO; 13/03/2018 – CORRECTED-STANDARD LIFE ABERDEEN- OFFERS CONSTITUTE SLI OFFERING UP TO 8.01% AND HDFC LIMITED OFFERING UP TO 4.08% OF HDFC AMC’S EQUITY SHARES (CORRECTS; 25/04/2018 – Times of India: HDFC Bank hikes FD rates, loans set to get costlier too; 13/04/2018 – HDFC BANK TO CONSIDER ISSUING PERPETUAL DEBT ON APRIL 21; 20/03/2018 – ANI: #Watch: Armed robbers loot Rs.18 lakh outside HDFC bank on 20 March on Ludhiana-Ferozepur road. (Source: CCTV)…; 16/05/2018 – DELTA CORP LTD DELT.NS SAYS HDFC TRUSTEE CO LTD CUTS STAKE IN CO BY 2.08 PCT TO 4.55 PCT

Two Creeks Capital Management Lp increased its stake in Ulta Beauty Inc (ULTA) by 6.94% based on its latest 2018Q3 regulatory filing with the SEC. Two Creeks Capital Management Lp bought 25,041 shares as the company’s stock declined 12.19% with the market. The hedge fund held 385,686 shares of the 2007 company at the end of 2018Q3, valued at $108.81M, up from 360,645 at the end of the previous reported quarter. Two Creeks Capital Management Lp who had been investing in Ulta Beauty Inc for a number of months, seems to be bullish on the $18.07 billion market cap company. The stock increased 0.72% or $2.19 during the last trading session, reaching $304.69. About 504,072 shares traded. Ulta Beauty, Inc. (NASDAQ:ULTA) has risen 13.32% since February 13, 2018 and is uptrending. It has outperformed by 13.32% the S&P500. Some Historical ULTA News: 15/03/2018 – Ulta’s growth muted by moderating make-up sales; 29/05/2018 – Ulta Beauty Inc expected to post earnings of $2.48 a share – Earnings Preview; 15/03/2018 – ULTA BEAUTY INC – SEES 2018 COMPARABLE SALES GROWTH OF APPROXIMATELY 6% TO 8%; 07/05/2018 – ULTA BEAUTY INC ULTA.O : DEUTSCHE BANK RAISES TARGET PRICE TO $244 FROM $215; 09/04/2018 – The Klein Law Firm Reminds Investors of a Class Action on Behalf of Ulta Beauty, Inc. Shareholders and a Lead Plaintiff Deadline of May 1, 2018 (ULTA); 15/03/2018 – ULTA BEAUTY 4Q EPS $3.40, EST. $2.79; 13/03/2018 – ULTA BEAUTY INC ULTA.O : CREDIT SUISSE INITIATES WITH OUTPERFORM, $245 TARGET PRICE; 09/04/2018 – The Klein Law Firm Reminds Investors of a Class Action on Behalf of Ulta Beauty, Inc. Shareholders and a Lead Plaintiff Deadlin; 15/03/2018 – ULTA BEAUTY: ISSUES ONE-TIME BONUSES FOR HOURLY ASSOCIATES; 30/05/2018 – JPMorgan Large Cap Growth Adds Red Hat, Exits Ulta Beauty

Viking Global Investors Lp, which manages about $39.90B and $18.06 billion US Long portfolio, decreased its stake in Patterson Uti Energy Inc (NASDAQ:PTEN) by 1.73 million shares to 4.56 million shares, valued at $78.08M in 2018Q3, according to the filing. It also reduced its holding in Thermo Fisher Scientific Inc (NYSE:TMO) by 602,542 shares in the quarter, leaving it with 1.88M shares, and cut its stake in Toronto Dominion Bk Ont (NYSE:TD).

Among 3 analysts covering HDFC Bank Limited (NYSE:HDB), 1 have Buy rating, 0 Sell and 2 Hold. Therefore 33% are positive. HDFC Bank Limited had 5 analyst reports since August 27, 2015 according to SRatingsIntel. Goldman Sachs maintained the stock with “Buy” rating in Wednesday, September 14 report. The stock of HDFC Bank Limited (NYSE:HDB) earned “Hold” rating by Zacks on Monday, September 21. As per Wednesday, September 2, the company rating was downgraded by Zacks. The firm has “Equal-Weight” rating by Morgan Stanley given on Tuesday, March 21. The rating was downgraded by Zacks on Thursday, August 27 to “Hold”.

Two Creeks Capital Management Lp, which manages about $2.12B and $1.80B US Long portfolio, decreased its stake in Weatherford Intl Plc (NYSE:WFT) by 2.41M shares to 11.52 million shares, valued at $31.21M in 2018Q3, according to the filing. It also reduced its holding in Restaurant Brands Intl Inc by 289,272 shares in the quarter, leaving it with 1.93M shares, and cut its stake in Tyler Technologies Inc (NYSE:TYL).

Among 34 analysts covering Ulta Salon Cosmetics & Fragrance Inc (NASDAQ:ULTA), 24 have Buy rating, 0 Sell and 10 Hold. Therefore 71% are positive. Ulta Salon Cosmetics & Fragrance Inc had 152 analyst reports since July 21, 2015 according to SRatingsIntel. Robert W. Baird maintained Ulta Beauty, Inc. (NASDAQ:ULTA) rating on Wednesday, August 24. Robert W. Baird has “Outperform” rating and $300 target. On Friday, October 20 the stock rating was maintained by Cowen & Co with “Buy”. As per Monday, April 16, the company rating was upgraded by Guggenheim. The firm has “Buy” rating given on Thursday, September 28 by Cowen & Co. The stock has “Market Perform” rating by BMO Capital Markets on Friday, December 7. The stock of Ulta Beauty, Inc. (NASDAQ:ULTA) earned “Outperform” rating by Wells Fargo on Wednesday, January 3. The firm has “Sector Perform” rating by RBC Capital Markets given on Monday, August 29. The rating was maintained by KeyBanc Capital Markets on Friday, May 27 with “Overweight”. The stock of Ulta Beauty, Inc. (NASDAQ:ULTA) earned “Hold” rating by Piper Jaffray on Friday, March 9. As per Wednesday, January 17, the company rating was upgraded by Morgan Stanley.

Investors sentiment decreased to 1.06 in 2018 Q3. Its down 0.17, from 1.23 in 2018Q2. It dived, as 55 investors sold ULTA shares while 182 reduced holdings. 95 funds opened positions while 157 raised stakes. 49.89 million shares or 2.73% less from 51.29 million shares in 2018Q2 were reported. Groesbeck Invest Corp Nj has 3,475 shares for 0.67% of their portfolio. The Indiana-based First Financial Corp In has invested 0.02% in Ulta Beauty, Inc. (NASDAQ:ULTA). Federated Investors Pa invested in 246,485 shares or 0.16% of the stock. Cim Invest Mangement stated it has 0.13% of its portfolio in Ulta Beauty, Inc. (NASDAQ:ULTA). Lodge Hill Cap Limited Liability Company reported 40,000 shares or 1.7% of all its holdings. Pinebridge Investments Limited Partnership holds 3,949 shares. De Burlo Group reported 26,750 shares. Private Ocean Llc, California-based fund reported 150 shares. Citadel Limited Liability Company holds 6,101 shares. New Jersey-based Bessemer Gp has invested 0% in Ulta Beauty, Inc. (NASDAQ:ULTA). Icon Advisers holds 0.27% in Ulta Beauty, Inc. (NASDAQ:ULTA) or 11,450 shares. Contravisory Investment Management reported 0% stake. Moreover, Livingston Asset Management (Operating As Southport Capital Management) has 0.02% invested in Ulta Beauty, Inc. (NASDAQ:ULTA). Csat Investment Advisory LP owns 45 shares. Ledyard Comml Bank invested in 0% or 60 shares.

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