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Estee Lauder
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Overview Fund Activity

1,119 hedge funds and large institutions have $39.5B invested in Estee Lauder in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 444 increasing their positions, 424 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
-105
Holders Change %
-8.58%
% of All Funds
17.65%
Holding in Top 10
13
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-55.17%
% of All Funds
0.21%
New
99
Increased
444
Reduced
424
Closed
193
Calls
$586M
Puts
$492M
Net Calls
+$94.2M
Net Calls Change
-$67.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$482M
2
Edgewood Management
Edgewood Management
Connecticut
+$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$228M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$208M
5
HL
Harding Loevner
New Jersey
+$156M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$1.7B
2
DZ Bank
DZ Bank
Germany
-$617M
3
Jennison Associates
Jennison Associates
New York
-$266M
4
Amundi
Amundi
France
-$247M
5
American Century Companies
American Century Companies
Missouri
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
626
First Trust Direct Indexing
Massachusetts
$835K +$6.68K +34 +0.8%
PRWA
627
Platte River Wealth Advisors
Colorado
$834K -$21.2K -108 -2%
LNWWM
628
Laird Norton Wetherby Wealth Management
California
$831K -$309K -1,573 -27%
FA
629
FDx Advisors
Illinois
$816K +$328K +1,668 +67%
SSI
630
Scott & Selber Inc
Texas
$803K -$1.77K -9 -0.2%
BFO
631
Boston Family Office
Massachusetts
$798K +$18.1K +92 +2%
KeyBank National Association
632
KeyBank National Association
Ohio
$795K -$121K -617 -13%
FCI
633
Financial Counselors Inc
Kansas
$786K -$2.63M -13,392 -77%
AIIMS
634
Analyst IMS Investment Management Services
Israel
$785K – – –
WF
635
Welch & Forbes
Massachusetts
$783K +$1.77K +9 +0.2%
KLC
636
Knowledge Leaders Capital
Colorado
$779K +$779K +3,968 New
Balyasny Asset Management
637
Balyasny Asset Management
Illinois
$774K -$20.8M -106,116 -96%
SI
638
Stephens Inc
Arkansas
$771K +$57.7K +294 +8%
SIA
639
Schechter Investment Advisors
Michigan
$770K +$82.3K +419 +12%
AWM
640
Apollon Wealth Management
South Carolina
$768K -$62.4K -318 -8%
WA
641
Wealth Alliance
New York
$768K -$21.2K -108 -3%
MWM
642
Marion Wealth Management
Pennsylvania
$749K +$35.5K +181 +5%
CTC
643
Central Trust Company
Missouri
$744K -$21.6K -110 -3%
OC
644
Oppenheimer & Co
New York
$743K +$49.3K +251 +7%
JFG
645
Jefferies Financial Group
New York
$734K +$445K +2,266 +154%
ASN
646
Advisory Services Network
Georgia
$717K +$26.1K +133 +4%
CTA
647
Chesley Taft & Associates
Illinois
$711K – – –
E
648
Ergoteles
New York
$709K +$86.4K +440 +14%
CGI
649
Comgest Global Investors
France
$703K – – –
CBT
650
Central Bank & Trust
Kentucky
$698K -$128K -652 -16%
24 25
26
27 28