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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 %
CL
626
Choreo LLC
Illinois
$262K -$343K -3,529 -57%
CPW
627
Cove Private Wealth
New York
$262K +$17.4K +175 +7%
MPM
628
MBB Public Markets
Illinois
$260K -$1.42M -14,220 -84%
SWA
629
SOA Wealth Advisors
New York
$259K – – –
OC
630
Oppenheimer & Co
New York
$259K -$20.8K -209 -7%
OAM
631
Ostrum Asset Management
France
$254K -$49.1K -493 -16%
CMF
632
Counterpoint Mutual Funds
California
$253K +$253K +2,536 New
WTC
633
WhitTier Trust Company
Nevada
$252K -$2.13M -21,365 -89%
FCI
634
Financial Counselors Inc
Kansas
$252K -$45.4K -455 -15%
BCM
635
Brookstone Capital Management
Illinois
$252K -$897 -9 -0.4%
BFO
636
Boston Family Office
Massachusetts
$251K -$54.5K -546 -18%
SC
637
Sapient Capital
Indiana
$250K -$43.9K -440 -15%
AIP
638
Ameritas Investment Partners
Nebraska
$248K +$100 +1 +0%
WF
639
Welch & Forbes
Massachusetts
$244K – – –
PCIA
640
Prime Capital Investment Advisors
Kansas
$244K -$174K -1,741 -42%
UB
641
UMB Bank
Missouri
$243K -$57.8K -580 -19%
BCI
642
Brinker Capital Investments
Pennsylvania
$242K -$291K -2,922 -55%
OPS
643
Orion Portfolio Solutions
Nebraska
$242K -$291K -2,922 -55%
KeyBank National Association
644
KeyBank National Association
Ohio
$241K -$54K -542 -18%
RFC
645
Regions Financial Corp
Alabama
$239K -$84.6K -849 -26%
AAIS
646
ABN AMRO Investment Solutions
$238K +$25.7K +258 +12%
CI
647
Cigna Investments
Connecticut
$238K – – –
BFO
648
Biltmore Family Office
North Carolina
$237K +$17K +171 +8%
HWM
649
HB Wealth Management
Georgia
$236K -$88.5K -888 -27%
FNBT
650
FineMark National Bank & Trust
Florida
$235K -$4.98K -50 -2%
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