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Estee Lauder
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Overview Fund Activity

903 hedge funds and large institutions have $19.5B invested in Estee Lauder in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 329 increasing their positions, 345 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
-76
Holders Change %
-7.76%
% of All Funds
13.06%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
107
Increased
329
Reduced
345
Closed
172
Calls
$984M
Puts
$1.14B
Net Calls
-$158M
Net Calls Change
+$140M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$333M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$253M
3
IFP
Independent Franchise Partners
United Kingdom
+$193M
4
Ameriprise
Ameriprise
Minnesota
+$147M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M

Top Sellers

1
Edgewood Management
Edgewood Management
Connecticut
-$787M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$440M
3
ClearBridge Investments
ClearBridge Investments
New York
-$325M
4
Brown Advisory
Brown Advisory
Maryland
-$212M
5
Capital International Investors
Capital International Investors
California
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWLP
501
Prio Wealth Limited Partnership
Massachusetts
$601K -$4.72M -47,347 -89%
USGIU
502
U.S. Global Investors (USGI)
Texas
$598K +$498K +5,000 +500%
PC
503
Port Capital
Illinois
$595K -$26.4K -265 -4%
MCC
504
Malaga Cove Capital
California
$595K +$220K +2,205 +59%
MWAM
505
Manhattan West Asset Management
California
$591K +$33.5K +336 +6%
DA
506
Dover Advisors
Virginia
$588K – – –
QL
507
Quarry LP
New York
$587K +$344K +3,451 +142%
NA
508
NewEdge Advisors
Louisiana
$583K +$88.7K +890 +18%
VSQM
509
V-Square Quantitative Management
Illinois
$582K +$177K +1,771 +44%
LWAM
510
Legacy Wealth Asset Management
Minnesota
$580K +$3.49K +35 +0.6%
DADC
511
D.A. Davidson & Co
Montana
$573K +$120K +1,208 +27%
FAM
512
Formidable Asset Management
Ohio
$572K +$38.7K +388 +7%
NC
513
Northcape Capital
Australia
$571K +$571K +5,727 New
FTDI
514
First Trust Direct Indexing
Massachusetts
$569K +$26.7K +268 +5%
Hudson Bay Capital Management
515
Hudson Bay Capital Management
Connecticut
$569K -$153K -1,536 -21%
KA
516
Kintegral Advisory
New York
$569K -$7.38K -74 -1%
ECM
517
Everence Capital Management
Indiana
$567K +$331K +3,320 +140%
BFM
518
Boston Financial Management
Massachusetts
$564K -$105K -1,051 -16%
BFG
519
Bleakley Financial Group
New Jersey
$563K -$2.88M -28,871 -84%
WI
520
Wahed Invest
New York
$558K +$47.6K +477 +9%
OHWP
521
Oak Harbor Wealth Partners
North Carolina
$547K +$210K +2,108 +62%
Acadian Asset Management
522
Acadian Asset Management
Massachusetts
$540K -$1.17M -11,758 -68%
WB
523
Webster Bank
Connecticut
$531K -$1.99K -20 -0.4%
SC
524
Scotia Capital
Ontario, Canada
$527K +$210K +2,102 +66%
RGC
525
Roberts, Glore & Co
Illinois
$507K +$94.2K +945 +23%
19 20
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