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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 %
CSWM
801
Cassady Schiller Wealth Management
Ohio
$900 +$900 +12 New
SFA
802
Semmax Financial Advisors
North Carolina
$866 – – –
TSMHT
803
Thurston Springer Miller Herd & Titak
Indiana
$824 – – –
PIS
804
POM Investment Strategies
North Carolina
$750 – – –
PS
805
PayPay Securities
Japan
$675 +$225 +3 +50%
PWA
806
Physician Wealth Advisors
Utah
$675 +$675 +9 New
PWA
807
Principia Wealth Advisory
Texas
$675 +$675 +9 New
LDB
808
Lee, Danner & Bass
Tennessee
$675 +$675 +9 New
T
809
Transce3nd
Texas
$664 +$664 +9 New
NRG
810
Nemes Rush Group
Michigan
$450 – – –
WWM
811
Wolff Wiese Magana
California
$375 -$375 -5 -50%
KFI
812
Key Financial Inc
Pennsylvania
$375 – – –
WW
813
Winnow Wealth
Texas
$351 +$351 +5 New
WA
814
WestEnd Advisors
North Carolina
$225 – – –
CFD
815
Creative Financial Designs
Indiana
$225 – – –
NC
816
NewSquare Capital
Pennsylvania
$225 +$225 +3 New
DPW
817
DiNuzzo Private Wealth
Pennsylvania
$150 -$300 -4 -67%
GFPC
818
Global Financial Private Client
Florida
$150 +$150 +2 New
KBFS
819
Kohmann Bosshard Financial Services
Ohio
$150 +$150 +2 New
AWM
820
Activest Wealth Management
Florida
$150 +$150 +2 New
SWM
821
Sugarloaf Wealth Management
Georgia
$75 – – –
BIM
822
Breakwater Investment Management
Washington
$75 – – –
CIA
823
Cape Investment Advisory
Georgia
$75 +$75 +1 New
ACA
824
American Capital Advisory
Idaho
$7 -$9 – –
Qube Research & Technologies (QRT)
825
Qube Research & Technologies (QRT)
United Kingdom
– -$122M -1,227,017 Closed
31 32
33
34 35