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Estee Lauder
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Overview Fund Activity

825 hedge funds and large institutions have $25.2B invested in Estee Lauder in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 298 increasing their positions, 311 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+18
Holders Change %
+2.23%
% of All Funds
18.41%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.36%
New
103
Increased
298
Reduced
311
Closed
82
Calls
$104M
Puts
$201M
Net Calls
-$97.5M
Net Calls Change
-$18M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$494M
2
JIM
Jupiter Investment Management
United Kingdom
+$146M
3
UBS Group
UBS Group
Switzerland
+$143M
4
Renaissance Technologies
Renaissance Technologies
New York
+$129M
5
WRF
Waddell & Reed Financial
Kansas
+$102M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$569M
2
Goldman Sachs
Goldman Sachs
New York
-$225M
3
BlackRock
BlackRock
New York
-$184M
4
Jennison Associates
Jennison Associates
New York
-$159M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
701
Credit Agricole
France
$94K -$1.43M -49,591 -94%
SFSIG
702
San Francisco Sentry Investment Group
California
$94K -$391 -3 -0.4%
BWP
703
Baldwin Wealth Partners
Massachusetts
$90K – – –
TWA
704
TCI Wealth Advisors
Arizona
$84K -$25.2K -195 -23%
GLI
705
Guardian Life Insurance
New York
$82K – – –
CFA
706
Carroll Financial Associates
North Carolina
$81K – – –
SLF
707
Sun Life Financial
Ontario, Canada
$80K – – –
VFA
708
Valeo Financial Advisors
Indiana
$79K -$2.48K -19 -3%
AIM
709
Anchor Investment Management
South Carolina
$78.5K – – –
PCTC
710
Perkins Coie Trust Company
Washington
$78K – – –
KA
711
Kaizen Advisory
Illinois
$76K +$1.94K +15 +3%
Schroder Investment Management Group
712
Schroder Investment Management Group
United Kingdom
$75.9K -$144K -1,106,496 -65%
AAMU
713
Amundi Asset Management US
Massachusetts
$69.2K +$1.4K +10,732 +2%
Carson Wealth (CWM LLC)
714
Carson Wealth (CWM LLC)
Nebraska
$66K +$44K +341 +201%
MWC
715
MBM Wealth Consultants
Missouri
$66K +$66K +511 New
GWM
716
Geneos Wealth Management
Colorado
$63K +$257 +2 +0.4%
JAM
717
JCIC Asset Management
Ontario, Canada
$63K +$10.5K +81 +20%
GWS
718
Glassman Wealth Services
Virginia
$61K +$39K +300 +178%
VNA
719
Valley National Advisers
Pennsylvania
$57K – – –
QAM
720
QCI Asset Management
New York
$55K – – –
CCM
721
Covington Capital Management
California
$54K -$25K -192 -32%
PCG
722
Private Capital Group
Connecticut
$54K – – –
PI
723
PineBridge Investments
New York
$53K +$3.88K +30 +8%
DAM
724
Delta Asset Management
Tennessee
$52K – – –
MS
725
Mizuho Securities
Japan
$52K +$52K +400 New
27 28
29
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