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Estee Lauder
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Overview Fund Activity

824 hedge funds and large institutions have $15.8B invested in Estee Lauder in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 244 increasing their positions, 335 reducing their positions, and 208 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
-79
Holders Change %
-8.75%
% of All Funds
10.97%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
142
Increased
244
Reduced
335
Closed
208
Calls
$1.06B
Puts
$1.21B
Net Calls
-$145M
Net Calls Change
+$12.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$670M
2
Capital World Investors
Capital World Investors
California
+$555M
3
American Century Companies
American Century Companies
Missouri
+$248M
4
Invesco
Invesco
Georgia
+$246M
5
IFP
Independent Franchise Partners
United Kingdom
+$184M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$182M
2
Lazard Asset Management
Lazard Asset Management
New York
-$182M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$138M
4
Two Sigma Investments
Two Sigma Investments
New York
-$135M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
601
Livforsakringsbolaget Skandia
Sweden
$151K – – –
JCP
602
Jennifer C. Price
$150K +$150K +2,000 New
EWA
603
EverSource Wealth Advisors
Alabama
$146K +$117K +1,565 +415%
AAP
604
Arax Advisory Partners
Colorado
$137K +$134K +1,784 +4,055%
LWCFA
605
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$137K -$31.8K -380 -19%
QL
606
Quarry LP
New York
$131K -$310K -4,139 -70%
AF
607
Allworth Financial
California
$131K -$80 -1 -0.1%
IRC
608
Investors Research Corp
Georgia
$127K -$24.4K -325 -16%
BFPW
609
BOK Financial Private Wealth
Colorado
$116K -$2.92K -39 -2%
PWS
610
Peterson Wealth Services
Utah
$113K +$10K +134 +10%
ACA
611
Atlas Capital Advisors
Wyoming
$108K +$108K +1,443 New
SAM
612
S.A. Mason
Michigan
$104K – – –
MSFP
613
Mark Sheptoff Financial Planning
Connecticut
$103K – – –
VWM
614
Venturi Wealth Management
Texas
$103K +$96.6K +1,288 +1,610%
Federated Hermes
615
Federated Hermes
Pennsylvania
$101K +$20.7K +276 +26%
SS
616
SBI Securities
Japan
$97.9K +$97.9K +1,306 New
IA
617
IFP Advisors
Florida
$94.2K +$33.8K +451 +56%
CFFP
618
Center for Financial Planning
Michigan
$93.6K – – –
MMCM
619
Murphy & Mullick Capital Management
New York
$91.9K +$91.9K +1,225 New
TCM
620
TruNorth Capital Management
Michigan
$90K +$90K +1,200 New
OIAM
621
OFI Invest Asset Management
France
$87.6K +$87.6K +1,210 New
CI Investments Inc
622
CI Investments Inc
Ontario, Canada
$82K -$2.26M -30,037 -97%
PBK
623
Peoples Bank (Kansas)
Kansas
$81.3K -$13.1K -175 -14%
FHA
624
First Horizon Advisors
Tennessee
$76.7K -$31.8K -424 -29%
FFWM
625
Future Financial Wealth Management
Ohio
$75K +$75K +1,000 New
23 24
25
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