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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 %
BST
526
Bath Savings Trust
Maine
$504K -$487K -4,887 -49%
IAN
527
Integrated Advisors Network
Texas
$504K +$35.1K +352 +7%
PCM
528
Prentice Capital Management
Connecticut
$498K +$498K +5,000 New
TWC
529
TD Waterhouse Canada
Ontario, Canada
$496K +$314K +3,236 +172%
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$491K +$109K +1,099 +29%
DWM
531
Dorchester Wealth Management
Quebec, Canada
$486K -$446K -4,476 -48%
CC
532
Centiva Capital
New York
$484K -$1.43M -14,340 -75%
HTC
533
Haverford Trust Company
Pennsylvania
$475K +$155K +1,557 +49%
HCM
534
Helios Capital Management
Singapore
$474K – – –
GCP
535
Garda Capital Partners
Minnesota
$469K +$149K +1,494 +46%
PAM
536
Panagora Asset Management
Massachusetts
$469K -$100 -1 -0%
B
537
Bailard
California
$469K – – –
OAM
538
Oxford Asset Management
United Kingdom
$468K +$155K +1,550 +49%
NERM
539
New England Research & Management
Illinois
$467K -$39.9K -400 -8%
EWA
540
Exencial Wealth Advisors
Oklahoma
$466K +$466K +4,676 New
GT
541
Greenleaf Trust
Michigan
$461K +$171K +1,715 +59%
EAM
542
Eagle Asset Management
Florida
$460K +$126K +1,974 +38%
PTC
543
Petrus Trust Company
Texas
$458K +$150K +1,509 +49%
IWM
544
IHT Wealth Management
Illinois
$455K +$455K +4,574 New
IIM
545
Ipswich Investment Management
Massachusetts
$454K -$130K -1,300 -22%
PAS
546
Park Avenue Securities
New York
$452K -$136K -1,361 -23%
GIM
547
Guardian Investment Management
California
$444K – – –
CCM
548
Coldstream Capital Management
Washington
$438K +$22.1K +225 +5%
MCA
549
Magnolia Capital Advisors
Mississippi
$436K +$32.8K +329 +8%
ONB
550
Old National Bancorp
Indiana
$420K -$6.58K -66 -2%
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