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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 %
LJHT
751
Laurie J. Hall Trustee
$23K – – –
GAM
752
Gemmer Asset Management
California
$23K – – –
VCM
753
Vigilant Capital Management
Maine
$23K +$14.4K +110 +167%
NCM
754
New Capital Management
Texas
$22K – – –
CA
755
Claro Advisors
Massachusetts
$22K +$22K +149 New
Pacer Advisors
756
Pacer Advisors
Pennsylvania
$21K -$1.57M -11,993 -99%
PWMG
757
Prestige Wealth Management Group
New Jersey
$21K +$21K +164 New
RCG
758
Ruggie Capital Group
Florida
$20K +$4.71K +37 +31%
WANY
759
Wealthspire Advisors (New York)
New York
$20K +$20K +156 New
FTI
760
Fiduciary Trust International
Massachusetts
$19K +$19K +143 New
MNBTD
761
Moody National Bank Trust Division
Texas
$19K +$19K +144 New
OSAM
762
O'Shaughnessy Asset Management
Connecticut
$18K -$9.58K -74 -35%
FPS
763
Fieldpoint Private Securities
Connecticut
$18K – – –
BCA
764
Berman Capital Advisors
Georgia
$18K +$18K +145 New
WOC
765
West Oak Capital
California
$17.2K – – –
KPW
766
Kore Private Wealth
New York
$17K +$17K +134 New
WPA
767
West Paces Advisors
Georgia
$16.7K – – –
TCOV
768
Trust Company of Vermont
Vermont
$16K -$12.9K -100 -45%
LFA
769
Legacy Financial Advisors
Kentucky
$16K +$1.17K +9 +8%
GRP
770
Global Retirement Partners
California
$16K +$6.67K +50 +71%
TFO
771
Tarbox Family Office
California
$15K – – –
ACS
772
Archford Capital Strategies
Illinois
$15K – – –
LBG
773
Lloyds Banking Group
United Kingdom
$15K – – –
GEA
774
Glen Eagle Advisors
New Jersey
$15K +$1.95K +15 +15%
PB
775
Pinnacle Bancorp
Nebraska
$14K +$14K +108 New
29 30
31
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