EL icon

Estee Lauder
EL

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 %
LS
676
Livforsakringsbolaget Skandia
Sweden
$200K +$150K +1,500 +294%
SMA
677
Seven Mile Advisory
New Jersey
$200K -$4.19K -42 -2%
WSFS
678
Wilmington Savings Fund Society
Delaware
$199K +$199K +2,001 New
AIM
679
Acropolis Investment Management
Missouri
$188K -$68.5K -687 -27%
BTI
680
Blue Trust Inc
Georgia
$181K -$166K -1,559 -48%
GI
681
GAMMA Investing
California
$180K -$35.2K -353 -16%
LWCFA
682
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$179K +$9.31K +105 +5%
BIG
683
Brooklyn Investment Group
New York
$170K -$73.6K -738 -30%
AF
684
Allworth Financial
California
$164K +$28.7K +288 +21%
BFPW
685
BOK Financial Private Wealth
Colorado
$158K – – –
EB
686
Eastern Bank
Massachusetts
$153K +$153K +1,531 New
CAS
687
Coppell Advisory Solutions
Texas
$152K +$45.9K +459 +43%
GG
688
Gleason Group
Kentucky
$150K +$1.2K +12 +0.8%
FHA
689
First Horizon Advisors
Tennessee
$144K +$54.6K +547 +61%
M
690
MOTCO
Texas
$143K +$22.2K +223 +18%
SAM
691
S.A. Mason
Michigan
$139K – – –
MSFP
692
Mark Sheptoff Financial Planning
Connecticut
$138K – – –
PWS
693
Peterson Wealth Services
Utah
$137K +$137K +1,372 New
CTC
694
Central Trust Company
Missouri
$133K -$8.67K -87 -6%
CHC
695
City Holding Co
West Virginia
$133K -$660K -6,620 -83%
A
696
AlphaQuest
New York
$130K -$47.1K -472 -27%
IWA
697
Icon Wealth Advisors
Texas
$128K -$65.9K -661 -34%
CFO
698
CVA Family Office
Colorado
$127K +$101K +1,013 +393%
PBK
699
Peoples Bank (Kansas)
Kansas
$126K – – –
TPCW
700
TD Private Client Wealth
New York
$125K -$5.38K -54 -4%
26 27
28
29 30