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Estee Lauder
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Overview Fund Activity

1,024 hedge funds and large institutions have $29.1B invested in Estee Lauder in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 385 increasing their positions, 401 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
-95
Holders Change %
-8.49%
% of All Funds
16.33%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
101
Increased
385
Reduced
401
Closed
180
Calls
$677M
Puts
$740M
Net Calls
-$63.4M
Net Calls Change
-$158M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$422M
2
IFP
Independent Franchise Partners
United Kingdom
+$373M
3
Lazard Asset Management
Lazard Asset Management
New York
+$219M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$218M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$1.06B
2
FIS
Fundsmith Investment Services
Mauritius
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$221M
4
HL
Harding Loevner
New Jersey
-$156M
5
Capital World Investors
Capital World Investors
California
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
751
Dynamic Advisor Solutions
Arizona
$287K -$855K -5,916 -75%
SG
752
Strid Group
Pennsylvania
$282K – – –
QT
753
Quantamental Technologies
New York
$281K -$46K -318 -14%
NICM
754
Neo Ivy Capital Management
New York
$280K +$280K +1,940 New
CAS
755
Coppell Advisory Solutions
Texas
$279K -$12.9K -52 -4%
MSE
756
MUFG Securities EMEA
United Kingdom
$279K +$75.5K +522 +37%
GCA
757
Guardian Capital Advisors
Ontario, Canada
$278K – – –
9WM
758
9258 Wealth Management
Ohio
$276K -$32.7K -226 -11%
USB
759
Union Savings Bank
Connecticut
$276K – – –
First Trust Advisors
760
First Trust Advisors
Illinois
$275K -$2.7M -18,649 -91%
GT
761
Glenview Trust
Kentucky
$273K -$92.2K -638 -25%
IAN
762
Integrated Advisors Network
Texas
$272K -$4.92K -34 -2%
SWM
763
SeaCrest Wealth Management
New York
$272K -$754K -5,215 -74%
CIC
764
Carnegie Investment Counsel
Ohio
$269K -$25.9K -179 -9%
TWC
765
TD Waterhouse Canada
Ontario, Canada
$266K -$44.1K -306 -14%
BP
766
Ballentine Partners
Massachusetts
$266K +$87K +602 +49%
WPW
767
Waldron Private Wealth
Pennsylvania
$263K +$49.9K +345 +23%
EF
768
Empowered Funds
Pennsylvania
$262K +$48.6K +336 +23%
TPCW
769
TD Private Client Wealth
New York
$261K +$867 +6 +0.3%
SQA
770
Simon Quick Advisors
New Jersey
$259K +$259K +1,793 New
SB
771
Simmons Bank
Arkansas
$258K +$32.2K +223 +14%
MSFP
772
Mark Sheptoff Financial Planning
Connecticut
$257K -$14.5K -100 -5%
ACM
773
AlphaStar Capital Management
North Carolina
$257K +$52.5K +363 +26%
WS
774
Wedbush Securities
California
$257K -$6.95K -48 -3%
BAM
775
Belpointe Asset Management
Nevada
$256K +$15.3K +106 +6%
29 30
31
32 33