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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
Capital International Investors
26
Capital International Investors
California
$556M +$30.9M +90,970 +6%
UBS Group
27
UBS Group
Switzerland
$546M +$3.69M +10,862 +0.7%
Ameriprise
28
Ameriprise
Minnesota
$489M +$82.9M +244,296 +23%
AC
29
AKO Capital
United Kingdom
$473M +$25.5M +75,039 +6%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$458M +$14.9M +43,953 +4%
1832 Asset Management
31
1832 Asset Management
Ontario, Canada
$446M +$287M +846,290 +239%
Amundi
32
Amundi
France
$444M -$1.08M -3,170 -0.2%
ATO
33
Alecta Tjanstepension Omsesidigt
Sweden
$444M – – –
Charles Schwab
34
Charles Schwab
California
$421M +$9.1M +26,817 +2%
Allianz Asset Management
35
Allianz Asset Management
Germany
$405M -$11.4M -33,528 -3%
Goldman Sachs
36
Goldman Sachs
New York
$402M -$122M -358,408 -25%
Winslow Capital Management
37
Winslow Capital Management
Minnesota
$370M +$56.3M +165,883 +20%
Wells Fargo
38
Wells Fargo
California
$362M -$109M -322,008 -25%
PPA
39
Parametric Portfolio Associates
Washington
$342M +$7.18M +21,149 +2%
Deutsche Bank
40
Deutsche Bank
Germany
$335M -$10.3M -30,256 -3%
Swiss National Bank
41
Swiss National Bank
Switzerland
$328M -$10.6M -31,200 -3%
Bank Julius Baer & Co
42
Bank Julius Baer & Co
Switzerland
$316M +$9.57M +28,210 +3%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$308M -$11.1M -32,640 -4%
DZ Bank
44
DZ Bank
Germany
$306M +$169M +497,442 +148%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$304M +$27.2M +80,214 +11%
Stifel Financial
46
Stifel Financial
Missouri
$294M +$3.12M +9,199 +1%
Invesco
47
Invesco
Georgia
$291M +$5.39M +15,871 +2%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$278M -$28.5M -83,916 -10%
Artisan Partners
49
Artisan Partners
Wisconsin
$278M +$26.4M +77,851 +12%
PAMS
50
Pictet Asset Management (Switzerland)
Switzerland
$277M +$10.7M +31,534 +4%
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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.