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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 %
CIBC Private Wealth Group
676
CIBC Private Wealth Group
Georgia
$601K +$25.3K +129 +4%
AAS
677
Avantax Advisory Services
Texas
$598K +$27.9K +142 +5%
TWM
678
Tolleson Wealth Management
Texas
$598K – – –
OAM
679
Ostrum Asset Management
France
$596K +$393 +2 +0.1%
PA
680
Profund Advisors
Maryland
$594K +$2.36K +12 +0.4%
FMAEN1
681
Fund Management at Engine No 1
California
$592K +$40.8K +208 +7%
LCM
682
Liberty Capital Management
Michigan
$589K – – –
KJHP
683
K.J. Harrison & Partners
Ontario, Canada
$588K +$196K +1,000 +50%
FSA
684
Fort Sheridan Advisors
Illinois
$584K +$54K +275 +10%
NL
685
Navalign LLC
California
$584K +$11.2K +57 +2%
SF
686
Summit Financial
New Jersey
$581K -$41.2K -210 -7%
CG
687
Caprock Group
Idaho
$581K -$65.8K -335 -10%
PRC
688
Pearl River Capital
Michigan
$576K +$159K +809 +38%
IWM
689
IHT Wealth Management
Illinois
$572K +$572K +2,914 New
HTC
690
Haverford Trust Company
Pennsylvania
$567K +$32.6K +166 +6%
DADC
691
D.A. Davidson & Co
Montana
$564K +$71.7K +365 +15%
JCM
692
Jacobi Capital Management
Pennsylvania
$563K +$563K +2,868 New
TWI
693
Thomas White International
Illinois
$558K – – –
PFP
694
Pinnacle Financial Partners
Tennessee
$557K +$221K +1,125 +66%
OWP
695
Obermeyer Wealth Partners
Colorado
$556K -$26.2M -133,352 -98%
VFA
696
Voya Financial Advisors
Connecticut
$552K +$106K +550 +24%
PA
697
Pinnacle Associates
New York
$550K -$347K -1,769 -39%
VAF
698
Values Added Financial
District of Columbia
$547K +$547K +2,787 New
CI
699
Cigna Investments
Connecticut
$547K -$3.53K -18 -0.6%
SIG
700
Stonegate Investment Group
Alabama
$547K +$143K +727 +35%
26 27
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