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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 %
S
601
SignatureFD
Georgia
$311K +$78.7K +789 +34%
BB
602
Burford Brothers
Texas
$310K – – –
MWM
603
Meridian Wealth Management
Kentucky
$307K +$307K +3,081 New
LCM
604
LRT Capital Management
Texas
$307K +$65.6K +658 +27%
TWM
605
Tolleson Wealth Management
Texas
$304K – – –
FT
606
Fiduciary Trust
Massachusetts
$303K -$133K -1,333 -31%
ASN
607
Advisory Services Network
Georgia
$302K – – –
PFS
608
Prospera Financial Services
Texas
$299K +$33.7K +338 +13%
CTA
609
Chesley Taft & Associates
Illinois
$298K -$42.4K -425 -12%
NP
610
NorthRock Partners
Minnesota
$293K -$28.1K -282 -9%
MWM
611
Modera Wealth Management
New Jersey
$290K -$29.8K -299 -9%
PCS
612
Personal CFO Solutions
New Jersey
$289K +$22.6K +227 +8%
ZCI
613
Zevenbergen Capital Investments
Washington
$288K -$241K -2,415 -46%
AA
614
AlphaMark Advisors
Kentucky
$280K +$34.9K +350 +14%
MCM
615
MAI Capital Management
Ohio
$280K -$92.7K -930 -25%
OWA
616
ORBA Wealth Advisors
Illinois
$279K – – –
DFCM
617
Dark Forest Capital Management
Puerto Rico
$277K +$277K +2,774 New
CAM
618
Cacti Asset Management
Georgia
$276K +$276K +3,000 New
AFT
619
Alpha Family Trust
California
$274K +$274K +2,745 New
LF
620
LifePlan Financial
Minnesota
$272K -$9.87K -99 -3%
APG
621
Abacus Planning Group
South Carolina
$271K +$8.37K +84 +3%
HFM
622
Hartford Funds Management
Pennsylvania
$270K +$61.6K +618 +30%
MIS
623
Morningstar Investment Services
Illinois
$268K +$268K +2,686 New
AAS
624
Avantax Advisory Services
Texas
$268K -$1.16M -11,622 -81%
WAM
625
Walker Asset Management
Missouri
$264K – – –
23 24
25
26 27