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Estee Lauder
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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 %
CFFP
701
Center for Financial Planning
Michigan
$124K +$2.19K +22 +2%
PS
702
Principal Securities
Iowa
$113K -$251K -2,514 -69%
Federated Hermes
703
Federated Hermes
Pennsylvania
$107K -$1.66M -16,669 -94%
LI
704
LRI Investments
Florida
$102K +$78.1K +4,881 +325%
BCWM
705
Bartlett & Co Wealth Management
Ohio
$102K -$22.4K -225 -18%
T
706
TOBAM
France
$102K – – –
SIM
707
Sentry Investment Management
Wisconsin
$101K – – –
OW
708
Olistico Wealth
Oklahoma
$99K – – –
GM
709
GeoWealth Management
Illinois
$96.8K +$96.8K +971 New
NEI
710
Northwest & Ethical Investments
Ontario, Canada
$89.7K +$89.7K +900 New
NB
711
NBT Bank
New York
$88.5K +$88.5K +888 New
ARMT
712
Amica Retiree Medical Trust
Rhode Island
$88K +$88K +886 New
HWA
713
Heritage Wealth Advisors
Virginia
$86.9K +$798 +8 +0.9%
HPC
714
HM Payson & Co
Maine
$81K -$10.9K -109 -12%
IA
715
IFP Advisors
Florida
$80.3K +$1.59K +16 +2%
PAG
716
Paladin Advisory Group
Iowa
$78.5K – – –
UOTTAIMCU
717
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$71.2K -$293K -2,936 -80%
AA
718
Alta Advisers
United Kingdom
$69.8K – – –
PCC
719
Park Circle Company
Maryland
$69.8K +$39.9K +400 +133%
FFA
720
Farther Finance Advisors
California
$63.7K +$15K +151 +31%
PFBT
721
Parkside Financial Bank & Trust
Missouri
$63.6K -$11.3K -113 -15%
CH
722
Cromwell Holdings
Wyoming
$61.4K -$14.9K -149 -19%
PMFA
723
Plante Moran Financial Advisors
Michigan
$61K – – –
MA
724
Montag & Associates
Georgia
$59.8K -$54.8K -550 -48%
RS
725
Rakuten Securities
Japan
$57.8K +$51K +512 +753%
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