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Estee Lauder
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Overview Fund Activity

824 hedge funds and large institutions have $15.8B invested in Estee Lauder in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 244 increasing their positions, 335 reducing their positions, and 208 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
-79
Holders Change %
-8.75%
% of All Funds
10.97%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
142
Increased
244
Reduced
335
Closed
208
Calls
$1.06B
Puts
$1.21B
Net Calls
-$145M
Net Calls Change
+$12.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$670M
2
Capital World Investors
Capital World Investors
California
+$555M
3
American Century Companies
American Century Companies
Missouri
+$248M
4
Invesco
Invesco
Georgia
+$246M
5
IFP
Independent Franchise Partners
United Kingdom
+$184M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$182M
2
Lazard Asset Management
Lazard Asset Management
New York
-$182M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$138M
4
Two Sigma Investments
Two Sigma Investments
New York
-$135M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
751
Accredited Wealth Management
Kentucky
$3.75K +$3.75K +50 New
MAM
752
Meeder Asset Management
Ohio
$3.6K -$750 -10 -17%
CFGS
753
Concourse Financial Group Securities
Alabama
$3.51K -$2.15K -27 -38%
TLCM
754
Twin Lakes Capital Management
California
$3.48K – – –
SWM
755
Spire Wealth Management
Virginia
$3.32K -$11.5K -153 -78%
ACM
756
Accent Capital Management
Ohio
$3.15K – – –
AWM
757
Abound Wealth Management
Tennessee
$3.03K -$1.21K -16 -29%
PWMG
758
Private Wealth Management Group
New Jersey
$3K +$2.63K +35 +700%
AGWCA
759
Annis Gardner Whiting Capital Advisors
Florida
$2.93K +$2.93K +39 New
VHAM
760
Van Hulzen Asset Management
California
$2.85K +$2.85K +38 New
RTL
761
Red Tortoise LLC
Georgia
$2.74K +$74 +1 +3%
BCMLT
762
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.56K – – –
CPG
763
Cornerstone Planning Group
New Jersey
$2.51K +$1.84K +22 +275%
KWAG
764
Kiely Wealth Advisory Group
North Carolina
$2.27K – – –
LOIP
765
Live Oak Investment Partners
Texas
$2.25K -$3.19K – –
CWM
766
Consultiva Wealth Management
Puerto Rico
$2.25K +$2.25K +30 New
BF
767
BOK Financial
Oklahoma
$2.2K -$4.04K -55 -65%
TH
768
TCTC Holdings
Texas
$2.17K +$2.17K +29 New
BIA
769
Bell Investment Advisors
California
$2.1K -$375 -5 -15%
WA
770
Whipplewood Advisors
Colorado
$2.1K +$2.1K +28 New
FFO
771
Fortitude Family Office
Arizona
$2.1K -$2.1K -28 -50%
CIAS
772
CBIZ Investment Advisory Services
Ohio
$2.02K +$1.35K +18 +200%
MEG
773
Millstone Evans Group
Colorado
$2.02K +$2.02K +27 New
CJ
774
Caitlin John
Michigan
$2.01K – – –
WCM
775
Winthrop Capital Management
Indiana
$2K +$2K +25 New
29 30
31
32 33