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Estee Lauder
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Overview Fund Activity

1,011 hedge funds and large institutions have $40.8B invested in Estee Lauder in 2019 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 355 increasing their positions, 372 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+55
Holders Change %
+5.75%
% of All Funds
19.96%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.45%
New
130
Increased
355
Reduced
372
Closed
59
Calls
$163M
Puts
$428M
Net Calls
-$265M
Net Calls Change
-$72.2M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$579M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$190M
3
BlackRock
BlackRock
New York
+$176M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$134M
5
ZIG
Zurich Insurance Group
Switzerland
+$105M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$378M
2
Renaissance Technologies
Renaissance Technologies
New York
-$263M
3
Jennison Associates
Jennison Associates
New York
-$189M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$168M
5
Morgan Stanley
Morgan Stanley
New York
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
801
Boston Family Office
Massachusetts
$248K – – –
HAG
802
HighPoint Advisor Group
Illinois
$248K +$15K +69 +6%
DI
803
Disciplined Investments
Oklahoma
$248K +$248K +1,200 New
JGUA
804
John G. Ullman & Associates
New York
$247K – – –
CFG
805
Citizens Financial Group
Rhode Island
$247K +$9.89K +48 +4%
SCA
806
Spearhead Capital Advisors
Florida
$243K – – –
WAS
807
WESPAC Advisors SoCal
California
$241K – – –
CBU
808
CIBC Bank USA
Illinois
$240K +$23.8K +115 +11%
IC
809
IEQ Capital
California
$240K +$240K +1,163 New
FWCM
810
Ferguson Wellman Capital Management
Oregon
$239K +$3.72K +18 +2%
PWPS
811
Pinnacle Wealth Planning Services
Ohio
$239K +$27.7K +134 +13%
AFM
812
Andesa Financial Management
Pennsylvania
$238K -$45.8K -223 -16%
BCWM
813
Bartlett & Co Wealth Management
Ohio
$237K – – –
CL
814
Choreo LLC
Illinois
$235K – – –
WSFS
815
Wilmington Savings Fund Society
Delaware
$234K +$2.07K +10 +0.9%
GIM
816
Groesbeck Investment Management
New Jersey
$233K -$82.5K -400 -26%
CW
817
CreativeOne Wealth
Kansas
$232K +$232K +1,125 New
TA
818
Tiedemann Advisors
New York
$228K +$228K +1,100 New
VI
819
Versor Investments
New York
$227K +$227K +1,100 New
DWT
820
Dorsey & Whitney Trust
South Dakota
$226K -$234K -1,133 -51%
FMTC
821
Farmers & Merchants Trust Company
California
$226K – – –
CG
822
Caprock Group
Idaho
$226K +$8.04K +39 +4%
HS
823
Haafor (Singapore)
Singapore
$226K +$226K +1,092 New
Simplex Trading
824
Simplex Trading
Illinois
$225K -$990K -4,794 -81%
ECM
825
Evergreen Capital Management
Washington
$225K +$225K +1,089 New
31 32
33
34 35