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Estee Lauder
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Overview Fund Activity

793 hedge funds and large institutions have $30.4B invested in Estee Lauder in 2018 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 330 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+14
Holders Change %
+1.8%
% of All Funds
18.2%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.5%
New
98
Increased
268
Reduced
330
Closed
75
Calls
$141M
Puts
$267M
Net Calls
-$126M
Net Calls Change
-$7.75M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$404M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$273M
3
Goldman Sachs
Goldman Sachs
New York
+$191M
4
JIM
Jupiter Investment Management
United Kingdom
+$153M
5
PAM
Panagora Asset Management
Massachusetts
+$115M

Top Sellers

1
UIM
USS Investment Management
United Kingdom
-$119M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$106M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$96M
4
Morgan Stanley
Morgan Stanley
New York
-$94.2M
5
HCM
Hitchwood Capital Management
New York
-$82.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
701
Poehling Capital Management
Wisconsin
$65K – – –
PCG
702
Private Capital Group
Connecticut
$62K -$12.2K -81 -16%
KPCM
703
Kings Point Capital Management
New York
$60K – – –
DAM
704
Delta Asset Management
Tennessee
$60K – – –
JAM
705
JCIC Asset Management
Ontario, Canada
$60K +$25.1K +169 +72%
AF
706
Advisornet Financial
Minnesota
$56K -$894 -6 -2%
First Manhattan
707
First Manhattan
New York
$55K -$482K -3,275 -90%
DPA
708
Delphi Private Advisors
California
$52K +$52K +350 New
MYIA
709
Mount Yale Investment Advisors
Colorado
$50K +$50K +334 New
CC
710
Claybrook Capital
Massachusetts
$48K +$48K +318 New
PW
711
Price Wealth
Texas
$48K +$48K +320 New
FC
712
Ferris Capital
Massachusetts
$44K +$44K +297 New
LWA
713
Lenox Wealth Advisors
New York
$35K +$27.3K +182 +357%
FNB
714
Farmers National Bank
Kentucky
$33K – – –
QAM
715
QCI Asset Management
New York
$33K – – –
TL
716
TrueWealth LLC
Georgia
$32K -$1.92K -13 -6%
KA
717
Kaizen Advisory
Illinois
$32K – – –
DBT
718
Dubuque Bank & Trust
Iowa
$32K +$2.23K +15 +8%
BAMCO Inc
719
BAMCO Inc
New York
$32K +$32K +211 New
IWM
720
IHT Wealth Management
Illinois
$31K – – –
YWP
721
YorkBridge Wealth Partners
New York
$30K – – –
M
722
MOTCO
Texas
$30K – – –
NC
723
NewSquare Capital
Pennsylvania
$30K – – –
BG
724
Bollard Group
Massachusetts
$29K – – –
WTB
725
Washington Trust Bank
Washington
$28K +$28K +184 New
27 28
29
30 31