EL icon

Estee Lauder
EL

Overview Fund Activity

613 hedge funds and large institutions have $17.6B invested in Estee Lauder in 2016 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 212 increasing their positions, 245 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-11
Holders Change %
-1.76%
% of All Funds
16.38%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
52
Increased
212
Reduced
245
Closed
58
Calls
$97.7M
Puts
$135M
Net Calls
-$37.2M
Net Calls Change
-$12.1M

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$98M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$90M
3
UIM
USS Investment Management
United Kingdom
+$70.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$68.7M
5
Marshall Wace
Marshall Wace
United Kingdom
+$62.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$210M
2
Ameriprise
Ameriprise
Minnesota
-$134M
3
JIM
Jupiter Investment Management
United Kingdom
-$72.4M
4
Morgan Stanley
Morgan Stanley
New York
-$51.4M
5
MC
Montag & Caldwell
Georgia
-$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
551
Carroll Financial Associates
North Carolina
$54K – – –
DSC
552
Duncker Streett & Co
Missouri
$53K – – –
SAMC
553
Shinko Asset Management Company
Japan
$52K – – –
TWA
554
TCI Wealth Advisors
Arizona
$52K – – –
VNA
555
Valley National Advisers
Pennsylvania
$51K – – –
MWP
556
MYCIO Wealth Partners
Pennsylvania
$47K -$54.8K -616 -54%
KLWA
557
Kelly Lawrence W & Associates
California
$40K -$40K -450 -50%
GWM
558
Geneos Wealth Management
Colorado
$40K +$1.49K +17 +4%
WRM
559
Westport Resources Management
Connecticut
$35K -$279K -3,190 -89%
DAM
560
Delta Asset Management
Tennessee
$35K – – –
KPCM
561
Kings Point Capital Management
New York
$35K – – –
NC
562
NewSquare Capital
Pennsylvania
$35K – – –
First Manhattan
563
First Manhattan
New York
$33K – – –
QAM
564
QCI Asset Management
New York
$33K – – –
WIC
565
Woodmont Investment Counsel
Tennessee
$28K +$28K +319 New
HPBT
566
High Point Bank & Trust
North Carolina
$27K – – –
CHP
567
Cable Hill Partners
Oregon
$26K +$26K +300 New
RWA
568
Ropes Wealth Advisors
Massachusetts
$25K – – –
SIG
569
Stanford Investment Group
California
$23K – – –
S
570
SignatureFD
Georgia
$22K +$453 +5 +2%
JFA
571
JNBA Financial Advisors
Minnesota
$22K +$22K +243 New
CGT
572
Capital Guardian Trust
California
$22K +$22K +250 New
TJHA
573
Thomas J. Herzfeld Advisors
Florida
$19K +$6.69K +76 +54%
DBT
574
Dubuque Bank & Trust
Iowa
$18K – – –
PMFA
575
Plante Moran Financial Advisors
Michigan
$18K – – –
21 22
23
24 25