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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 %
NAS
801
Nicolet Advisory Services
Wisconsin
$337K +$17.9K +92 +6%
LWP
802
Lumature Wealth Partners
Georgia
$336K +$65.8K +335 +24%
MA
803
Montag & Associates
Georgia
$335K -$19.4K -99 -5%
Tudor Investment Corp
804
Tudor Investment Corp
Connecticut
$334K -$790K -4,025 -70%
DSC
805
Duncker Streett & Co
Missouri
$333K -$136K -690 -29%
FC
806
FORA Capital
Florida
$333K -$2.89M -14,731 -90%
HTHT
807
Hemenway Trust Hemenway Trust
New Hampshire
$330K -$318K -1,620 -49%
BAM
808
Belpointe Asset Management
Nevada
$327K -$112K -572 -26%
CAI
809
Capital Advisors Inc
Oklahoma
$324K +$982 +5 +0.3%
SIM
810
Sentry Investment Management
Wisconsin
$319K -$369K -1,878 -54%
KLCM
811
KG&L Capital Management
Louisiana
$318K +$318K +1,618 New
FCB
812
First County Bank
Connecticut
$317K -$19K -97 -6%
VFA
813
Valeo Financial Advisors
Indiana
$313K +$37.7K +192 +14%
WCA
814
Waypoint Capital Advisors
Minnesota
$312K -$3.93K -20 -1%
FAIM
815
Financial Advocates Investment Management
Washington
$311K +$80.1K +408 +35%
PWM
816
Perigon Wealth Management
California
$311K +$2.55K +13 +0.8%
AS
817
Altshuler Shaham
Israel
$310K -$167K -850 -35%
SB
818
Simmons Bank
Arkansas
$307K +$25.9K +132 +9%
ABC
819
Associated Banc-Corp
Wisconsin
$305K -$17.9K -91 -6%
FHA
820
First Horizon Advisors
Tennessee
$301K -$21.8K -111 -7%
First Manhattan
821
First Manhattan
New York
$301K +$8.44K +43 +3%
SCM
822
Shelton Capital Management
Colorado
$300K -$589K -3,000 -66%
LRPA
823
L. Roy Papp & Associates
Arizona
$298K – – –
FFBTD
824
First Financial Bank - Trust Division
Ohio
$297K – – –
GCP
825
GSA Capital Partners
United Kingdom
$296K +$296K +1,506 New
31 32
33
34 35