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Estee Lauder
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Overview Fund Activity

1,024 hedge funds and large institutions have $29.1B invested in Estee Lauder in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 385 increasing their positions, 401 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
-95
Holders Change %
-8.49%
% of All Funds
16.33%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
101
Increased
385
Reduced
401
Closed
180
Calls
$677M
Puts
$740M
Net Calls
-$63.4M
Net Calls Change
-$158M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$422M
2
IFP
Independent Franchise Partners
United Kingdom
+$373M
3
Lazard Asset Management
Lazard Asset Management
New York
+$219M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$218M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$1.06B
2
FIS
Fundsmith Investment Services
Mauritius
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$221M
4
HL
Harding Loevner
New Jersey
-$156M
5
Capital World Investors
Capital World Investors
California
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
801
Blue Trust Inc
Georgia
$213K +$146K +745 +220%
SFA
802
Sequoia Financial Advisors
Ohio
$213K +$40.2K +278 +23%
BCWM
803
Bartlett & Co Wealth Management
Ohio
$212K – – –
LW
804
Linscomb Wealth
Texas
$212K – – –
PWPS
805
Pinnacle Wealth Planning Services
Ohio
$212K -$46.4K -321 -18%
GG
806
Gleason Group
Kentucky
$212K +$1.01K +7 +0.5%
BC
807
Bartlett & Co
Ohio
$212K – – –
SAM
808
S.A. Mason
Michigan
$212K – – –
BFIM
809
Beese Fulmer Investment Management
Ohio
$211K +$14.5K +100 +7%
1WM
810
1900 Wealth Management
Texas
$211K +$211K +1,457 New
CWM
811
Calamos Wealth Management
Illinois
$210K -$3.13M -21,630 -94%
FNB
812
Farmers National Bank
Kentucky
$209K +$9.54K +66 +5%
NAM
813
NorthCrest Asset Manangement
Minnesota
$209K +$723 +5 +0.3%
ACA
814
Atlas Capital Advisors
Wyoming
$209K – – –
AC
815
Avestar Capital
New York
$207K +$207K +1,431 New
PFP
816
Paragon Financial Partners
California
$206K – – –
BFPW
817
BOK Financial Private Wealth
Colorado
$206K -$4.34K -30 -2%
RSWM
818
Robertson Stephens Wealth Management
California
$205K +$1.16K +8 +0.6%
CUAMC
819
China Universal Asset Management Company
China
$202K +$202K +1,399 New
CPC
820
Cookson Peirce & Co
Pennsylvania
$202K +$202K +1,400 New
ONST
821
Old North State Trust
North Carolina
$201K -$10.4K -72 -5%
BWP
822
Baldwin Wealth Partners
Massachusetts
$201K -$1.44M -9,969 -88%
IAA
823
Independent Advisor Alliance
North Carolina
$200K +$43.4K +300 +28%
VSQM
824
V-Square Quantitative Management
Illinois
$196K +$196K +1,356 New
SIM
825
Sentry Investment Management
Wisconsin
$195K -$39.9K -276 -17%
31 32
33
34 35