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Estee Lauder
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Overview Fund Activity

1,119 hedge funds and large institutions have $39.5B invested in Estee Lauder in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 444 increasing their positions, 424 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
-105
Holders Change %
-8.58%
% of All Funds
17.65%
Holding in Top 10
13
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-55.17%
% of All Funds
0.21%
New
99
Increased
444
Reduced
424
Closed
193
Calls
$586M
Puts
$492M
Net Calls
+$94.2M
Net Calls Change
-$67.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$482M
2
Edgewood Management
Edgewood Management
Connecticut
+$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$228M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$208M
5
HL
Harding Loevner
New Jersey
+$156M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$1.7B
2
DZ Bank
DZ Bank
Germany
-$617M
3
Jennison Associates
Jennison Associates
New York
-$266M
4
Amundi
Amundi
France
-$247M
5
American Century Companies
American Century Companies
Missouri
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
751
Bowman & Company
Wisconsin
$435K +$11.8K +60 +3%
MNBTD
752
Moody National Bank Trust Division
Texas
$433K – – –
BHCM
753
Boulder Hill Capital Management
New York
$432K +$432K +2,200 New
CHC
754
City Holding Co
West Virginia
$430K -$33.4K -170 -7%
IDBONY
755
Israel Discount Bank of New York
New York
$428K -$62.8K -320 -13%
CC
756
Cannell & Co
New York
$427K – – –
TWC
757
TD Waterhouse Canada
Ontario, Canada
$427K -$4.25M -21,425 -91%
SCM
758
Stonebridge Capital Management
California
$424K – – –
CCA
759
Checchi Capital Advisers
California
$423K -$42.6K -217 -9%
9WM
760
9258 Wealth Management
Ohio
$419K +$65.8K +335 +19%
CAM
761
CenterStar Asset Management
Illinois
$414K +$414K +2,105 New
AA
762
Ancora Advisors
Ohio
$413K – – –
APWM
763
Argonautica Private Wealth Management
Massachusetts
$408K +$408K +2,080 New
CIC
764
Carnegie Investment Counsel
Ohio
$401K +$17.5K +89 +5%
FFS
765
Founders Financial Securities
Maryland
$400K +$115K +587 +40%
SW
766
SteelPeak Wealth
California
$400K -$6.87K -35 -2%
TPW
767
Transatlantique Private Wealth
New York
$400K – – –
WA
768
Waverly Advisors
Alabama
$399K +$235K +1,199 +144%
MSAM
769
Moloney Securities Asset Management
Missouri
$396K +$30.8K +157 +8%
CI
770
CX Institutional
Indiana
$396K -$27.3K -139 -6%
ACM
771
Argent Capital Management
Missouri
$396K +$3.34K +17 +0.9%
AWS
772
Atria Wealth Solutions
New York
$395K -$233K -1,189 -37%
BCM
773
Bourgeon Capital Management
Connecticut
$393K +$393K +2,000 New
GFP
774
Gryphon Financial Partners
Ohio
$389K +$27.5K +140 +8%
SMA
775
Seven Mile Advisory
New Jersey
$387K +$387K +1,973 New
29 30
31
32 33