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Estee Lauder
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Overview Fund Activity

903 hedge funds and large institutions have $19.5B invested in Estee Lauder in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 329 increasing their positions, 345 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
-76
Holders Change %
-7.76%
% of All Funds
13.06%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
107
Increased
329
Reduced
345
Closed
172
Calls
$984M
Puts
$1.14B
Net Calls
-$158M
Net Calls Change
+$140M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$333M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$253M
3
IFP
Independent Franchise Partners
United Kingdom
+$193M
4
Ameriprise
Ameriprise
Minnesota
+$147M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M

Top Sellers

1
Edgewood Management
Edgewood Management
Connecticut
-$787M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$440M
3
ClearBridge Investments
ClearBridge Investments
New York
-$325M
4
Brown Advisory
Brown Advisory
Maryland
-$212M
5
Capital International Investors
Capital International Investors
California
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
801
Eagle Bay Advisors
New York
$10.1K +$6.28K +63 +166%
HWM
802
Hemington Wealth Management
Virginia
$10K +$10K +158 New
WPA
803
West Paces Advisors
Georgia
$9.97K – – –
CB
804
Community Bank
New York
$9.97K – – –
KOCAA
805
Knights of Columbus Asset Advisors
Connecticut
$9.97K – – –
TC
806
Truvestments Capital
Florida
$9.97K +$9.97K +100 New
NFA
807
Northwest Financial Advisors
Virginia
$9.9K +$9.9K +99 New
BWL
808
Bogart Wealth LLC
Virginia
$9.01K – – –
AWM
809
Avior Wealth Management
Nebraska
$8.97K +$2.49K +25 +38%
TAM
810
Tucker Asset Management
Colorado
$8.77K – – –
SIC
811
Salem Investment Counselors
North Carolina
$8.69K – – –
S
812
Sachetta
Massachusetts
$8.18K +$7.38K +74 +925%
BF
813
BOK Financial
Oklahoma
$8.11K -$58K -608 -88%
MCM
814
MV Capital Management
Maryland
$8.08K -$2.89K -29 -26%
VWM
815
Venturi Wealth Management
Texas
$7.98K -$199 -2 -2%
JFA
816
JNBA Financial Advisors
Minnesota
$7.98K – – –
FC
817
Fairscale Capital
New Hampshire
$7.88K – – –
NMG
818
New Millennium Group
Utah
$7.78K – – –
Kayne Anderson Rudnick Investment Management
819
Kayne Anderson Rudnick Investment Management
California
$7.28K -$10.1M -101,026 -100%
EWP
820
Elevation Wealth Partners
California
$7.08K – – –
CFGS
821
Concourse Financial Group Securities
Alabama
$7.08K -$5.98K -60 -46%
AF
822
Advisornet Financial
Minnesota
$6.78K +$4.59K +46 +209%
GA
823
GoalVest Advisory
New York
$6.58K +$6.58K +66 New
FFA
824
Frazier Financial Advisors
Ohio
$6.48K – – –
PCFFS
825
Pacific Center for Financial Services
California
$6.38K – – –
31 32
33
34 35