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Estee Lauder
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Overview Fund Activity

1,119 hedge funds and large institutions have $39.5B invested in Estee Lauder in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 444 increasing their positions, 424 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
-105
Holders Change %
-8.58%
% of All Funds
17.65%
Holding in Top 10
13
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-55.17%
% of All Funds
0.21%
New
99
Increased
444
Reduced
424
Closed
193
Calls
$586M
Puts
$492M
Net Calls
+$94.2M
Net Calls Change
-$67.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$482M
2
Edgewood Management
Edgewood Management
Connecticut
+$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$228M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$208M
5
HL
Harding Loevner
New Jersey
+$156M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$1.7B
2
DZ Bank
DZ Bank
Germany
-$617M
3
Jennison Associates
Jennison Associates
New York
-$266M
4
Amundi
Amundi
France
-$247M
5
American Century Companies
American Century Companies
Missouri
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
501
INTECH Investment Management
Florida
$1.77M -$9.94M -50,615 -85%
CCG
502
Cloverfields Capital Group
Minnesota
$1.74M +$1.08M +5,524 +167%
OSAM
503
O'Shaughnessy Asset Management
Connecticut
$1.74M -$623K -3,172 -26%
HIP
504
Harrell Investment Partners
Texas
$1.73M -$76.2K -388 -4%
PA
505
Paragon Advisors
Texas
$1.72M +$1.72M +8,780 New
FB
506
Fulton Bank
Pennsylvania
$1.72M +$21.8K +111 +1%
BFM
507
Boston Financial Management
Massachusetts
$1.71M +$207K +1,055 +14%
HFBOT
508
Home Federal Bank of Tennessee
Tennessee
$1.71M – – –
CIBC World Market
509
CIBC World Market
Ontario, Canada
$1.71M +$41K +209 +2%
OPS
510
Orion Portfolio Solutions
Nebraska
$1.68M -$353K -1,799 -17%
BCI
511
Brinker Capital Investments
Pennsylvania
$1.68M -$353K -1,799 -17%
ITFISA
512
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.68M -$68.3K -348 -4%
CNBT
513
Canandaigua National Bank & Trust
New York
$1.68M +$999K +5,087 +148%
DWM
514
Dorchester Wealth Management
Quebec, Canada
$1.67M +$191K +975 +13%
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.64M +$15.7K +80 +1%
GCM
516
Galibier Capital Management
Ontario, Canada
$1.62M +$1.62M +8,250 New
RBA
517
Richard Bernstein Advisors
New York
$1.61M – – –
NIM
518
Northeast Investment Management
Massachusetts
$1.59M -$360K -1,835 -18%
Kovitz Investment Group Partners
519
Kovitz Investment Group Partners
Illinois
$1.59M -$1.03M -5,221 -39%
LWAM
520
Legacy Wealth Asset Management
Minnesota
$1.59M +$483K +2,461 +44%
SC
521
Shellback Capital
Massachusetts
$1.57M -$8.25M -42,000 -84%
WBC
522
Westpac Banking Corp
Australia
$1.55M -$8.57M -43,651 -85%
DAS
523
Dynamic Advisor Solutions
Arizona
$1.55M +$290K +1,477 +23%
PA
524
Parallel Advisors
California
$1.55M -$98K -499 -6%
PF
525
Phoenix Financial
Israel
$1.54M +$1.54M +7,935 New
19 20
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