We are live on ! Find out more
EL icon

Estee Lauder
EL

1,171 hedge funds and large institutions have $60.9B invested in Estee Lauder in 2021 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 441 increasing their positions, 426 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $1.46B | Put options by funds: $372M

50% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 70

12% more funds holding in top 10

Funds holding in top 10: 25 → 28 (+3)

2% more funds holding

Funds holding: 1,149 → 1,171 (+22)

4% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 426

1.82% less ownership

Funds ownership: 88.97% → 87.15% (-1.8%)

7% less capital invested

Capital invested by funds: $65.4B → $60.9B (-$4.55B)

Holders
1,171
Holders Change
+22
Holders Change %
+1.91%
% of All Funds
20.5%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.49%
New
105
Increased
441
Reduced
426
Closed
70
Calls
$1.46B
Puts
$372M
Net Calls
+$1.08B
Net Calls Change
+$352M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$121M
2
Citadel Advisors
Citadel Advisors
Florida
+$109M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$106M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$89.2M
5
Millennium Management
Millennium Management
New York
+$76.3M

Top Sellers

Rank Fund Capital Flow
1
HL
Harding Loevner
New Jersey
-$249M
2
Northern Trust
Northern Trust
Illinois
-$249M
3
N
Nuveen
North Carolina
-$197M
4
JP Morgan Chase
JP Morgan Chase
New York
-$182M
5
KBC Group
KBC Group
Belgium
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
526
Pensionfund Sabic
Netherlands
$2.34M +$2.55M +7,800 New
NO
527
Ninety One
South Africa
$2.32M -$9.8K -30 -0.4%
SMFG
528
Sumitomo Mitsui Financial Group
Japan
$2.32M +$344K +1,054 +16%
BWL
529
Bogart Wealth LLC
Virginia
$2.29M +$410K +1,256 +20%
EFM
530
E Fund Management
China
$2.28M +$2.48M +7,607 New
VIA
531
Vident Investment Advisory
Georgia
$2.27M +$808K +2,473 +49%
AC
532
Allstate Corporation
Illinois
$2.26M -$158K -484 -6%
OSIA
533
O'Shares Investment Advisers
Massachusetts
$2.26M +$2.46M +7,538 New
FFA
534
First Foundation Advisors
California
$2.25M +$331K +1,014 +16%
Northwestern Mutual Wealth Management
535
Northwestern Mutual Wealth Management
Wisconsin
$2.22M +$42.5K +130 +2%
HNB
536
Huntington National Bank
Ohio
$2.21M -$420K -1,286 -15%
PIM
537
Penobscot Investment Management
Massachusetts
$2.19M +$219K +670 +10%
PE
538
Point72 Europe
United Kingdom
$2.17M +$2.37M +7,244 New
USGIU
539
U.S. Global Investors (USGI)
Texas
$2.16M +$261K +800 +12%
V
540
Veritable
Delaware
$2.15M -$38.2K -117 -2%
AIM
541
Acropolis Investment Management
Missouri
$2.15M +$29.1K +89 +1%
AAM
542
Advisors Asset Management
Colorado
$2.15M -$1.79M -5,473 -43%
CI
543
Cigna Investments
Connecticut
$2.13M -$41.2K -126 -2%
BL
544
BFSG LLC
California
$2.1M +$2.29M +7,017 New
PA
545
Perennial Advisors
New York
$2.1M +$120K +366 +6%
H
546
Hexavest
Quebec, Canada
$2.1M -$28.1K -86 -1%
CCC
547
Cincinnati Casualty Company
Ohio
$2.1M – – –
CIC
548
Cincinnati Indemnity Company
Ohio
$2.1M – – –
NIP
549
Nicholas Investment Partners
California
$2.08M – – –
VPIM
550
Vanguard Personalized Indexing Management
California
$2.08M +$35.6K +109 +2%
20 21
22
23 24

EL Hedge Fund Activity: Q3 2021 in Review

1,171 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q3 2021, worth a combined $60.9B — down 7% from $65.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new EL positions and 70 closed out — a net gain of 35 holders — while 441 added to existing stakes and 426 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $121M. The largest seller was Harding Loevner, exiting entirely with an estimated $249M sold.

  • 1,171 institutional investors held Estee Lauder (EL) as of Q3 2021, up from 1,149 in Q2 2021.
  • Funds reported $60.9B of Estee Lauder stock for Q3 2021, down 7% quarter-over-quarter.
  • 105 funds opened new Estee Lauder positions in Q3 2021 and 70 closed out, a net change of +35 holders.
  • The largest Estee Lauder buyer in Q3 2021 was Morgan Stanley, an estimated $121M added.
  • The largest Estee Lauder seller in Q3 2021 was Harding Loevner, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2021.