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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 %
NFSG
776
Newbridge Financial Services Group
Florida
$1.97K +$1.97K +26 New
RWM
777
Rialto Wealth Management
New York
$1.95K +$1.95K +26 New
FP
778
Financial Perspectives
Minnesota
$1.82K – – –
PCTC
779
Perkins Coie Trust Company
Washington
$1.72K – – –
CSC
780
Caldwell Sutter Capital
California
$1.58K – – –
WA
781
WPG Advisers
Maryland
$1.58K +$1.58K +21 New
CFS
782
Compass Financial Services
Iowa
$1.56K +$1.56K +21 New
PCFFS
783
Pacific Center for Financial Services
California
$1.5K -$3.3K -44 -69%
HWA
784
HHM Wealth Advisors
Tennessee
$1.5K – – –
ETS
785
ESL Trust Services
New York
$1.5K – – –
AAG
786
Armstrong Advisory Group
Massachusetts
$1.5K – – –
SIS
787
Sound Income Strategies
Florida
$1.5K +$1.5K +20 New
FMP
788
Financial Management Professionals
Texas
$1.5K +$1.5K +20 New
AF
789
Advisornet Financial
Minnesota
$1.35K -$3.75K -50 -74%
PWA
790
Provenance Wealth Advisors
Florida
$1.35K – – –
NL
791
NVWM LLC
Pennsylvania
$1.28K +$900 +12 +240%
HCM
792
Hollencrest Capital Management
California
$1.2K – – –
CAC
793
Core Alternative Capital
Georgia
$1.13K – – –
CWC
794
Carolinas Wealth Consulting
North Carolina
$1.13K +$1.13K +15 New
WCM
795
WealthTrak Capital Management
Virginia
$1.13K +$1.13K +15 New
DF
796
Dunhill Financial
United Kingdom
$1.05K -$3.31K -44 -76%
TWD
797
True Wealth Design
Ohio
$1.05K -$39K -520 -97%
DWA
798
Delos Wealth Advisors
Texas
$1.05K +$1.05K +14 New
POIA
799
Pin Oak Investment Advisors
Texas
$1K – – –
SC
800
Swan Capital
Florida
$900 – – –
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32
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