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Estee Lauder

1,224 hedge funds and large institutions have $50B invested in Estee Lauder in 2023 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 503 increasing their positions, 396 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+49
Holders Change %
+4.17%
% of All Funds
19.59%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.46%
New
141
Increased
503
Reduced
396
Closed
69
Calls
$807M
Puts
$645M
Net Calls
+$162M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
826
Carnegie Investment Counsel
Ohio
$481K +$34.5K +140 +8%
MW
827
Marcum Wealth
Ohio
$481K +$481K +1,951 New
CAM
828
Cypress Asset Management
Texas
$481K -$98.6K -400 -17%
RGF
829
Retirement Guys Formula
Ohio
$475K -$739 -3 -0.2%
AF
830
Alerus Financial
North Dakota
$469K -$132K -537 -22%
IAN
831
Integrated Advisors Network
Texas
$466K -$24.4K -99 -5%
HWA
832
Heritage Wealth Advisors
Virginia
$464K
MSFP
833
Mark Sheptoff Financial Planning
Connecticut
$463K
SCA
834
Snowden Capital Advisors
New York
$462K -$3.81M -15,477 -89%
DT
835
Diversified Trust
Tennessee
$462K +$197K +799 +74%
MSAM
836
Moloney Securities Asset Management
Missouri
$459K -$2.96K -12 -0.6%
CT
837
Coastline Trust
Rhode Island
$458K
FPCP
838
Fort Point Capital Partners
California
$458K +$7.89K +32 +2%
KI
839
Kula Investments
Illinois
$457K +$457K +1,853 New
GFP
840
Gryphon Financial Partners
Ohio
$454K -$2.96K -12 -0.6%
DWA
841
Douglass Winthrop Advisors
New York
$452K
VT
842
Vise Technologies
New York
$448K +$30.1K +122 +7%
MA
843
Montag & Associates
Georgia
$445K -$80.1K -325 -15%
SIP
844
Scott Investment Partners
United Kingdom
$444K
9WM
845
9258 Wealth Management
Ohio
$444K +$90.9K +369 +26%
WPW
846
Waldron Private Wealth
Pennsylvania
$441K +$74.4K +302 +20%
TC
847
Telemus Capital
Michigan
$438K +$164K +664 +60%
SFA
848
Sequoia Financial Advisors
Ohio
$433K +$3.94K +16 +0.9%
GG
849
GenWealth Group
New Jersey
$429K
SC
850
Scotia Capital
Ontario, Canada
$423K -$45.9K -186 -10%