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Estee Lauder
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Overview Fund Activity

1,125 hedge funds and large institutions have $59.4B invested in Estee Lauder in 2021 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 438 increasing their positions, 384 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,125
Holders Change
+65
Holders Change %
+6.13%
% of All Funds
19.81%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.49%
New
141
Increased
438
Reduced
384
Closed
69
Calls
$163M
Puts
$252M
Net Calls
-$89.2M
Net Calls Change
+$40.3M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$315M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$278M
3
TP
Third Point
New York
+$223M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$200M
5
AAMU
Amundi Asset Management US
Massachusetts
+$181M

Top Sellers

1
Edgewood Management
Edgewood Management
Connecticut
-$511M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$444M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$238M
5
First Trust Advisors
First Trust Advisors
Illinois
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
701
Triangle Securities Wealth Management
North Carolina
$722K – – –
JWCA
702
J.W. Coons Advisors
Ohio
$713K +$713K +2,450 New
AA
703
AlphaMark Advisors
Kentucky
$707K +$2.62K +9 +0.4%
MIM
704
Meridiem Investment Management
United Kingdom
$697K – – –
WS
705
Wedbush Securities
California
$697K +$178K +611 +34%
SIM
706
Sentry Investment Management
Wisconsin
$694K -$3.31M -11,377 -83%
BCM
707
BTC Capital Management
Iowa
$689K -$5.52M -18,992 -89%
CWP
708
CFM Wealth Partners
Texas
$688K +$449K +1,545 +188%
MCA
709
Magnolia Capital Advisors
Mississippi
$685K +$294K +1,010 +75%
DWA
710
Douglass Winthrop Advisors
New York
$682K – – –
CS
711
Cannell & Spears
New York
$676K – – –
BFO
712
Biltmore Family Office
North Carolina
$676K – – –
CGL
713
Clarius Group LLC
Washington
$675K +$13.7K +47 +2%
QCG
714
Quadrant Capital Group
Ohio
$663K +$69.8K +240 +12%
SBSB
715
Sullivan, Bruyette, Speros & Blaney
Virginia
$649K -$582 -2 -0.1%
CIC
716
Carnegie Investment Counsel
Ohio
$649K – – –
BCM
717
Barometer Capital Management
Ontario, Canada
$649K +$649K +2,230 New
CC
718
Cannell & Co
New York
$647K – – –
CG
719
Caprock Group
Idaho
$644K -$12.5K -43 -2%
ZB
720
Zions Bancorporation
Utah
$642K +$152K +524 +31%
SCM
721
Stonebridge Capital Management
California
$636K – – –
AAS
722
Avantax Advisory Services
Texas
$636K +$364K +1,253 +134%
MSFP
723
Mark Sheptoff Financial Planning
Connecticut
$634K – – –
MAFM
724
Mid Atlantic Financial Management
Pennsylvania
$634K +$23.8K +82 +4%
ER
725
Enlightenment Research
Florida
$629K +$629K +2,162 New
27 28
29
30 31