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Estee Lauder
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Overview Fund Activity

825 hedge funds and large institutions have $25.2B invested in Estee Lauder in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 298 increasing their positions, 311 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+18
Holders Change %
+2.23%
% of All Funds
18.41%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.36%
New
103
Increased
298
Reduced
311
Closed
82
Calls
$104M
Puts
$201M
Net Calls
-$97.5M
Net Calls Change
-$18M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$494M
2
JIM
Jupiter Investment Management
United Kingdom
+$146M
3
UBS Group
UBS Group
Switzerland
+$143M
4
Renaissance Technologies
Renaissance Technologies
New York
+$129M
5
WRF
Waddell & Reed Financial
Kansas
+$102M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$569M
2
Goldman Sachs
Goldman Sachs
New York
-$225M
3
BlackRock
BlackRock
New York
-$184M
4
Jennison Associates
Jennison Associates
New York
-$159M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
551
Symmetry Partners
Connecticut
$508K +$508K +3,908 New
CCP
552
Clough Capital Partners
Massachusetts
$507K +$507K +3,900 New
CP
553
Cumberland Partners
Ontario, Canada
$504K +$96.3K +740 +24%
BRWA
554
B. Riley Wealth Advisors
Florida
$500K +$8.98K +69 +2%
OC
555
Oakworth Capital
Alabama
$499K – – –
VIA
556
Vident Investment Advisory
Georgia
$494K -$144K -1,109 -23%
FB
557
Fulton Bank
Pennsylvania
$492K -$781 -6 -0.2%
FPFS
558
First Personal Financial Services
North Carolina
$489K +$7.81K +60 +2%
BCM
559
Brookmont Capital Management
Texas
$487K +$48.8K +375 +11%
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$486K +$21.5K +165 +5%
CTA
561
Chesley Taft & Associates
Illinois
$485K – – –
SBIA
562
Sheaff Brock Investment Advisors
Indiana
$479K – – –
LCM
563
Liberty Capital Management
Michigan
$474K – – –
PA
564
Profund Advisors
Maryland
$470K -$190K -1,458 -29%
KeyBank National Association
565
KeyBank National Association
Ohio
$470K +$209K +1,608 +80%
TAM
566
Tiverton Asset Management
Delaware
$468K – – –
FAAS
567
First Allied Advisory Services
California
$467K +$223K +1,691 +91%
GT
568
Greenleaf Trust
Michigan
$457K +$100K +770 +28%
CC
569
ClearArc Capital
Ohio
$454K -$223K -1,710 -33%
MC
570
Moors & Cabot
Massachusetts
$446K -$1.3K -10 -0.3%
TWM
571
Tolleson Wealth Management
Texas
$440K +$440K +3,385 New
UAM
572
UAS Asset Management
New York
$436K +$436K +3,351 New
MWA
573
Meridian Wealth Advisors
Texas
$435K +$435K +3,342 New
SI
574
Stephens Inc
Arkansas
$434K +$14.7K +113 +4%
NB
575
Nicolet Bankshares
Wisconsin
$431K – – –
21 22
23
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