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Estee Lauder
EL

1,258 hedge funds and large institutions have $75.5B invested in Estee Lauder in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 478 increasing their positions, 388 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $2.58B | Put options by funds: $596M

107% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 96

24% more capital invested

Capital invested by funds: $60.9B → $75.5B (+$14.6B)

23% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 388

7% more funds holding

Funds holding: 1,171 → 1,258 (+87)

7% more funds holding in top 10

Funds holding in top 10: 28 → 30 (+2)

1.66% more ownership

Funds ownership: 87.15% → 88.81% (+1.7%)

Holders
1,258
Holders Change
+87
Holders Change %
+7.43%
% of All Funds
19.36%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.46%
New
199
Increased
478
Reduced
388
Closed
96
Calls
$2.58B
Puts
$596M
Net Calls
+$1.99B
Net Calls Change
+$903M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$669M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$287M
3
Brown Advisory
Brown Advisory
Maryland
+$230M
4
DZ Bank
DZ Bank
Germany
+$169M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$113M

Top Sellers

Rank Fund Capital Flow
1
TP
Third Point
New York
-$300M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$127M
3
Goldman Sachs
Goldman Sachs
New York
-$122M
4
Jennison Associates
Jennison Associates
New York
-$111M
5
Wells Fargo
Wells Fargo
California
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
276
Salvus Wealth Management
New Jersey
$14.5M -$33.9K -100 -0.3%
Public Sector Pension Investment Board (PSP Investments)
277
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.3M -$440K -1,297 -3%
AIM
278
Arcadia Investment Management
Michigan
$14.3M -$277K -816 -2%
Comerica Bank
279
Comerica Bank
Texas
$14.3M -$444K -1,307 -3%
UB
280
UMB Bank
Missouri
$14.1M +$4.52M +13,332 +54%
X
281
Xponance
Pennsylvania
$14.1M -$5.61M -16,539 -30%
ACP
282
Ashfield Capital Partners
California
$14M -$102K -300 -0.8%
FBA
283
Front Barnett Associates
Illinois
$13.9M -$1.71M -5,034 -12%
BST
284
Bath Savings Trust
Maine
$13.8M -$81.5K -240 -0.6%
CG
285
Carmignac Gestion
France
$13.8M +$567K +1,670 +5%
GIBU
286
Gulf International Bank (UK)
United Kingdom
$13.8M -$2.61M -7,696 -17%
CGI
287
Comgest Global Investors
France
$13.7M -$3.06K -9 -0%
MLICM
288
Metropolitan Life Insurance Company (MetLife)
New York
$13.6M -$313K -921 -2%
Osaic Holdings
289
Osaic Holdings
Arizona
$13.5M +$1.6M +4,704 +15%
N
290
Natixis
France
$13.3M -$12M -35,295 -49%
GG
291
Gofen & Glossberg
Illinois
$13.2M +$858K +2,529 +8%
BCM
292
Bridgeway Capital Management
Texas
$13.1M – – –
SSB
293
Sandy Spring Bank
Maryland
$12.9M +$84.2K +248 +0.7%
LRIC
294
Long Road Investment Counsel
Michigan
$12.8M – – –
MSL
295
Mackay Shields LLC
New York
$12.8M -$291K -856 -2%
CP
296
Cumberland Partners
Ontario, Canada
$12.7M +$3.27M +9,620 +39%
CI
297
Cincinnati Insurance
Ohio
$12.6M – – –
YCM
298
Yousif Capital Management
Michigan
$12.6M +$11.5M +34,024 New
IMPI
299
Ilmarinen Mutual Pension Insurance
Finland
$12.6M +$1.05M +3,100 +10%
ROTUOC
300
Regents of the University of California
California
$12.4M – – –
10 11
12
13 14

EL Hedge Fund Activity: Q4 2021 in Review

1,258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q4 2021, worth a combined $75.5B — up 24% from $60.9B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new EL positions and 96 closed out — a net gain of 103 holders — while 478 added to existing stakes and 388 trimmed.

The largest buyer was BlackRock, adding an estimated $669M. The largest seller was Third Point, exiting entirely with an estimated $300M sold.

  • 1,258 institutional investors held Estee Lauder (EL) as of Q4 2021, up from 1,171 in Q3 2021.
  • Funds reported $75.5B of Estee Lauder stock for Q4 2021, up 24% quarter-over-quarter.
  • 199 funds opened new Estee Lauder positions in Q4 2021 and 96 closed out, a net change of +103 holders.
  • The largest Estee Lauder buyer in Q4 2021 was BlackRock, an estimated $669M added.
  • The largest Estee Lauder seller in Q4 2021 was Third Point, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2021.