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Estee Lauder

1,024 hedge funds and large institutions have $30.4B invested in Estee Lauder in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 295 increasing their positions, 475 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
Holders Change %
0%
% of All Funds
15.01%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
157
Increased
295
Reduced
475
Closed
140
Calls
$1.11B
Puts
$1.03B
Net Calls
+$84.4M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Shares
Change %
S
601
SignatureFD
Georgia
$518K -$7.61K -52 -1%
Carson Wealth (CWM LLC)
602
Carson Wealth (CWM LLC)
Nebraska
$518K -$68.4K -468 -12%
FCI
603
Financial Counselors Inc
Kansas
$517K -$18K -123 -3%
BIC
604
Beach Investment Counsel
Pennsylvania
$514K +$7.31K +50 +1%
CTA
605
Chesley Taft & Associates
Illinois
$511K -$15.8K -108 -3%
AAS
606
Avantax Advisory Services
Texas
$509K -$102K -700 -17%
IWA
607
Invera Wealth Advisors
Oregon
$504K +$504K +3,449 New
GFP
608
Gryphon Financial Partners
Ohio
$502K -$158K -570 -24%
CG
609
Caprock Group
Idaho
$502K +$18.9K +129 +4%
VSQM
610
V-Square Quantitative Management
Illinois
$497K +$298K +2,041 +151%
RGF
611
Retirement Guys Formula
Ohio
$496K +$65.5K +448 +15%
DADC
612
D.A. Davidson & Co
Montana
$495K -$20K -137 -4%
EWM
613
Empirical Wealth Management
Washington
$492K +$9.65K +66 +2%
IIM
614
INTECH Investment Management
Florida
$491K -$90.5K -619 -16%
HTC
615
Haverford Trust Company
Pennsylvania
$487K -$18.1K -124 -4%
LNC
616
Lincoln National Corp
Pennsylvania
$487K -$140K -957 -22%
EP
617
Edgestream Partners
New Jersey
$483K +$47.5K +325 +11%
BFO
618
Boston Family Office
Massachusetts
$481K -$3.36K -23 -0.7%
IAS
619
Insigneo Advisory Services
Florida
$480K +$256K +1,748 +114%
NIM
620
NEOS Investment Management
Connecticut
$477K +$148K +1,015 +45%
PA
621
Profund Advisors
Maryland
$467K +$71.8K +491 +18%
SIG
622
Stonegate Investment Group
Alabama
$464K -$27.2K -186 -6%
GT
623
Greenleaf Trust
Michigan
$463K -$341K -2,329 -42%
TC
624
TwinBeech Capital
New York
$460K +$460K +3,148 New
HAG
625
HighPoint Advisor Group
Illinois
$458K +$458K +3,293 New