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Estee Lauder
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Overview Fund Activity

1,024 hedge funds and large institutions have $29.1B invested in Estee Lauder in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 385 increasing their positions, 401 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
-95
Holders Change %
-8.49%
% of All Funds
16.33%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
101
Increased
385
Reduced
401
Closed
180
Calls
$677M
Puts
$740M
Net Calls
-$63.4M
Net Calls Change
-$158M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$422M
2
IFP
Independent Franchise Partners
United Kingdom
+$373M
3
Lazard Asset Management
Lazard Asset Management
New York
+$219M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$218M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$1.06B
2
FIS
Fundsmith Investment Services
Mauritius
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$221M
4
HL
Harding Loevner
New Jersey
-$156M
5
Capital World Investors
Capital World Investors
California
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
276
Thornburg Investment Management
New Mexico
$5.46M – – –
CWM
277
Congress Wealth Management
Massachusetts
$5.45M -$5.32M -36,829 -49%
SWM
278
Salvus Wealth Management
New Jersey
$5.39M -$18.5K -128 -0.3%
MLL
279
Moody Lynn & Lieberson
Massachusetts
$5.38M -$1.83M -12,629 -25%
FDP
280
Financiere des Professionnels
Quebec, Canada
$5.37M +$5.37M +37,155 New
BST
281
Bath Savings Trust
Maine
$5.36M -$373K -2,580 -7%
X
282
Xponance
Pennsylvania
$5.31M +$173K +1,194 +3%
CGIM
283
Capital Group Investment Management
Singapore
$5.27M -$1.81M -12,527 -26%
SW
284
SVB Wealth
Massachusetts
$5.22M -$8.5M -58,820 -62%
ACIM
285
Azimuth Capital Investment Management
Michigan
$5.17M -$168K -1,162 -3%
State of Tennessee, Department of Treasury
286
State of Tennessee, Department of Treasury
Tennessee
$5.16M -$88.2K -610 -2%
Creative Planning
287
Creative Planning
Kansas
$5.14M +$2.54M +17,594 +98%
EDRH
288
Edmond de Rothschild Holding
Switzerland
$5.1M +$2.02M +13,984 +66%
AWP
289
Ascent Wealth Partners
New York
$5.06M -$53.2K -368 -1%
LRIC
290
Long Road Investment Counsel
Michigan
$4.97M – – –
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$4.96M -$6.94M -47,998 -58%
Qube Research & Technologies (QRT)
292
Qube Research & Technologies (QRT)
United Kingdom
$4.91M +$4.91M +33,940 New
Pacer Advisors
293
Pacer Advisors
Pennsylvania
$4.84M +$1.62M +11,191 +50%
ROTUOC
294
Regents of the University of California
California
$4.83M – – –
FWTB
295
First Western Trust Bank
Colorado
$4.83M -$297K -2,055 -6%
SPIA
296
Steward Partners Investment Advisory
New York
$4.82M -$131K -908 -3%
JPMPWA
297
J.P. Morgan Private Wealth Advisors
California
$4.79M +$4.79M +33,136 New
ProShare Advisors
298
ProShare Advisors
Maryland
$4.79M -$243K -1,679 -5%
YCM
299
Yousif Capital Management
Michigan
$4.79M -$76.8K -531 -2%
FBB
300
Fulton Breakefield Broenniman
Maryland
$4.77M -$205K -1,415 -4%
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