EL icon

Estee Lauder
EL

Overview Fund Activity

840 hedge funds and large institutions have $29.9B invested in Estee Lauder in 2018 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 315 increasing their positions, 304 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
+47
Holders Change %
+5.93%
% of All Funds
19.26%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
100
Increased
315
Reduced
304
Closed
47
Calls
$184M
Puts
$210M
Net Calls
-$26.3M
Net Calls Change
+$100M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$120M
2
SGA
Sustainable Growth Advisers
Connecticut
+$113M
3
Millennium Management
Millennium Management
New York
+$109M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$105M
5
AL
AJO LP
Pennsylvania
+$98.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$209M
2
EVM
Eaton Vance Management
Massachusetts
-$150M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$136M
4
Brown Advisory
Brown Advisory
Maryland
-$120M
5
Jennison Associates
Jennison Associates
New York
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
701
Bessemer Group
New Jersey
$188K -$449K -3,145 -70%
FHA
702
Flagship Harbor Advisors
Massachusetts
$186K +$186K +1,305 New
BWL
703
Bogart Wealth LLC
Virginia
$178K +$10.9K +77 +7%
LWCFA
704
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$177K – – –
CWA
705
Clarus Wealth Advisors
Arizona
$177K +$177K +1,180 New
FHA
706
First Horizon Advisors
Tennessee
$169K – – –
PA
707
Perennial Advisors
New York
$164K +$64.2K +450 +64%
CWM
708
Cornerstone Wealth Management
Missouri
$158K +$158K +22,524 New
ST
709
Smithfield Trust
Pennsylvania
$157K +$23.6K +165 +18%
IFAM
710
Institutional & Family Asset Management
Colorado
$152K +$5.71K +40 +4%
AWM
711
Avior Wealth Management
Nebraska
$150K +$150K +1,052 New
FNB
712
Farmers National Bank
Kentucky
$146K +$115K +800 +364%
SQA
713
Simon Quick Advisors
New Jersey
$144K +$144K +1,012 New
PMFA
714
Plante Moran Financial Advisors
Michigan
$142K -$6.72K -47 -5%
HFM
715
Harvest Fund Management
China
$141K – – –
PFBT
716
Parkside Financial Bank & Trust
Missouri
$137K +$6.3K +44 +5%
TWA
717
TCI Wealth Advisors
Arizona
$135K -$143 -1 -0.1%
CBT
718
Capital Bank & Trust
California
$130K – – –
AssetMark Inc
719
AssetMark Inc
California
$121K – – –
SFSIG
720
San Francisco Sentry Investment Group
California
$119K -$17.2K -121 -13%
FL
721
Fort LP
Maryland
$116K +$116K +810 New
CIBC Private Wealth Group
722
CIBC Private Wealth Group
Georgia
$115K -$9.6K -67 -8%
SBL
723
Sargent Bickham Lagudis
Colorado
$114K – – –
SIM
724
Sonora Investment Management
Arizona
$114K – – –
IUHSA
725
Itau Unibanco Holding S.A.
Brazil
$114K +$91.2K +637 +401%
27 28
29
30 31