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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 %
SG
776
Strid Group
Pennsylvania
$384K – – –
CAM
777
Cypress Asset Management
Texas
$383K – – –
BL
778
Balentine LLC
Georgia
$382K -$288K -1,464 -43%
HWM
779
HB Wealth Management
Georgia
$382K -$145K -738 -28%
RDWM
780
Red Door Wealth Management
Tennessee
$379K +$379K +1,928 New
GCA
781
Guardian Capital Advisors
Ontario, Canada
$378K +$378K +1,980 New
OLVIG
782
Oliver Lagore Vanvalin Investment Group
Michigan
$378K +$367K +1,869 +3,398%
IAN
783
Integrated Advisors Network
Texas
$377K +$5.5K +28 +1%
STA
784
Summit Trail Advisors
New York
$370K +$107K +546 +41%
HWA
785
Heritage Wealth Advisors
Virginia
$370K – – –
MSFP
786
Mark Sheptoff Financial Planning
Connecticut
$369K – – –
TC
787
Telemus Capital
Michigan
$368K +$18.3K +93 +5%
SAM
788
S.A. Mason
Michigan
$361K – – –
WS
789
Wedbush Securities
California
$358K -$326K -1,662 -48%
TPCW
790
TD Private Client Wealth
New York
$354K +$135K +689 +62%
CIA
791
Capital Investment Advisors
Georgia
$353K +$75.2K +383 +27%
FI
792
Financial Insights
Washington
$353K +$135K +686 +62%
SIP
793
Scott Investment Partners
United Kingdom
$353K – – –
HT
794
Headlands Technologies
Illinois
$353K +$310K +1,577 +720%
BS
795
Bessemer Securities
New York
$352K +$24.9K +127 +8%
PWPS
796
Pinnacle Wealth Planning Services
Ohio
$351K -$255K -1,299 -42%
CWM
797
Connecticut Wealth Management
Connecticut
$344K +$115K +584 +50%
USB
798
Union Savings Bank
Connecticut
$343K +$343K +1,908 New
GG
799
GenWealth Group
New Jersey
$342K – – –
1W
800
1776 Wealth
Georgia
$340K +$80.1K +408 +31%
30 31
32
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